RBLD vs. SHPP
Compare and contrast key facts about First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and Pacer Industrials and Logistics ETF (SHPP).
RBLD and SHPP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RBLD is a passively managed fund by First Trust that tracks the performance of the Alerian US NextGen Infrastructure Index - Benchmark TR Net. It was launched on Oct 13, 2008. SHPP is a passively managed fund by Pacer that tracks the performance of the Pacer Global Supply Chain Infrastructure Index - Benchmark TR Net. It was launched on Jun 8, 2022. Both RBLD and SHPP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RBLD vs. SHPP - Performance Comparison
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RBLD vs. SHPP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF | 8.87% | 13.99% | 17.94% | 19.36% | -3.96% |
SHPP Pacer Industrials and Logistics ETF | 2.70% | 12.88% | 0.76% | 20.86% | -4.12% |
Returns By Period
In the year-to-date period, RBLD achieves a 8.87% return, which is significantly higher than SHPP's 2.70% return.
RBLD
- 1D
- 2.08%
- 1M
- -4.71%
- YTD
- 8.87%
- 6M
- 8.11%
- 1Y
- 24.93%
- 3Y*
- 19.13%
- 5Y*
- 9.29%
- 10Y*
- 7.81%
SHPP
- 1D
- 2.99%
- 1M
- -8.40%
- YTD
- 2.70%
- 6M
- 7.77%
- 1Y
- 18.36%
- 3Y*
- 8.22%
- 5Y*
- —
- 10Y*
- —
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RBLD vs. SHPP - Expense Ratio Comparison
RBLD has a 0.65% expense ratio, which is higher than SHPP's 0.61% expense ratio.
Return for Risk
RBLD vs. SHPP — Risk / Return Rank
RBLD
SHPP
RBLD vs. SHPP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and Pacer Industrials and Logistics ETF (SHPP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RBLD | SHPP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.00 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.50 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.43 | +0.67 |
Martin ratioReturn relative to average drawdown | 9.70 | 5.64 | +4.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RBLD | SHPP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.00 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.48 | -0.12 |
Correlation
The correlation between RBLD and SHPP is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RBLD vs. SHPP - Dividend Comparison
RBLD's dividend yield for the trailing twelve months is around 1.12%, less than SHPP's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF | 1.12% | 1.19% | 1.31% | 1.16% | 2.10% | 1.45% | 2.88% | 1.84% | 1.74% | 1.49% | 2.01% | 1.17% |
SHPP Pacer Industrials and Logistics ETF | 1.89% | 1.80% | 2.41% | 2.89% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RBLD vs. SHPP - Drawdown Comparison
The maximum RBLD drawdown since its inception was -50.07%, which is greater than SHPP's maximum drawdown of -21.57%. Use the drawdown chart below to compare losses from any high point for RBLD and SHPP.
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Drawdown Indicators
| RBLD | SHPP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.07% | -21.57% | -28.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -12.89% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.07% | — | — |
Current DrawdownCurrent decline from peak | -5.26% | -8.40% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -4.38% | -6.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 3.27% | -0.62% |
Volatility
RBLD vs. SHPP - Volatility Comparison
The current volatility for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) is 5.59%, while Pacer Industrials and Logistics ETF (SHPP) has a volatility of 6.32%. This indicates that RBLD experiences smaller price fluctuations and is considered to be less risky than SHPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBLD | SHPP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 6.32% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 11.05% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.71% | 18.42% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 17.39% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.74% | 17.39% | +1.35% |