PortfoliosLab logoPortfoliosLab logo
UXJL vs. GRID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UXJL vs. GRID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest U.S. Equity Uncapped Accelerator ETF - July (UXJL) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UXJL achieves a 8.46% return, which is significantly lower than GRID's 23.40% return.


UXJL

1D
-1.53%
1M
-1.62%
YTD
8.46%
6M
7.35%
1Y
3Y*
5Y*
10Y*

GRID

1D
-4.46%
1M
-1.96%
YTD
23.40%
6M
22.11%
1Y
42.41%
3Y*
24.21%
5Y*
16.63%
10Y*
19.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UXJL vs. GRID - Yearly Performance Comparison


Correlation

The correlation between UXJL and GRID is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 21, 2025

0.79

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

UXJL vs. GRID — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UXJL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


GRID
GRID Risk / Return Rank: 6565
Overall Rank
GRID Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
GRID Sortino Ratio Rank: 5757
Sortino Ratio Rank
GRID Omega Ratio Rank: 6060
Omega Ratio Rank
GRID Calmar Ratio Rank: 7474
Calmar Ratio Rank
GRID Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UXJL vs. GRID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Uncapped Accelerator ETF - July (UXJL) and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UXJLGRIDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.63

Martin ratioReturn relative to average drawdown

12.92

UXJL vs. GRID - Sharpe Ratio Comparison


Loading charts...

Drawdowns

UXJL vs. GRID - Drawdown Comparison

The maximum UXJL drawdown since its inception was -10.29%, smaller than the maximum GRID drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for UXJL and GRID.


Loading charts...

Drawdown Indicators


UXJLGRIDDifference

Max Drawdown

Largest peak-to-trough decline

-10.29%

-40.56%

+30.27%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

Max Drawdown (3Y)

Largest decline over 3 years

-20.77%

Max Drawdown (5Y)

Largest decline over 5 years

-29.64%

Max Drawdown (10Y)

Largest decline over 10 years

-40.56%

Current Drawdown

Current decline from peak

-3.71%

-5.55%

+1.84%

Average Drawdown

Average peak-to-trough decline

-1.58%

-8.42%

+6.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

Volatility

UXJL vs. GRID - Volatility Comparison


Loading charts...

Volatility by Period


UXJLGRIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.12%

Volatility (6M)

Calculated over the trailing 6-month period

18.23%

Volatility (1Y)

Calculated over the trailing 1-year period

14.58%

21.26%

-6.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.58%

21.37%

-6.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.58%

22.80%

-8.22%

UXJL vs. GRID - Expense Ratio Comparison

UXJL has a 0.85% expense ratio, which is higher than GRID's 0.70% expense ratio.


Dividends

UXJL vs. GRID - Dividend Comparison

UXJL has not paid dividends to shareholders, while GRID's dividend yield for the trailing twelve months is around 0.80%.


PositionTTM20252024202320222021202020192018201720162015
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0.80%1.01%1.06%1.23%1.26%0.63%0.68%1.26%1.28%1.07%1.07%1.23%
UXJL
FT Vest U.S. Equity Uncapped Accelerator ETF - July
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


UXJL and GRID have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GRID is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GRID is cheaper with a 0.70% expense ratio, compared with 0.85% for UXJL.

GRID has the higher dividend yield at 0.80%, compared with 0.00% for UXJL.

UXJL is categorized as Defined Outcome, while GRID is Alternative Energy Equities. Their fees differ too: 0.85% for UXJL and 0.70% for GRID.

Portfolio Optimizer

Find the right allocation for UXJL and GRID

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer