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FAN vs BLGR

Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and BLUEMONTE LARGE CAP GROWTH ETF (BLGR, ETF).

FAN vs BLGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FAN
$278M
BLGR
$277M
Expense Ratio
FAN
0.60%
Winner
BLGR
0.24%
Max Drawdown
FAN
80.62%
Winner
BLGR
14.17%
Sharpe Ratio
Winner
FAN
1.12
BLGR
0.91
5Y Beta
Winner
FAN
0.68
BLGR
1.25
5Y Dividends CAGR
FAN
1.30%
BLGR
N/A

FAN vs BLGR - Holdings Comparison

FAN and BLGR have 0 common holdings. Overlap is 0.00%

FAN's top 25 holdings weight is 84.91%. BLGR's top 25 holdings weight is 99.26%.

RankFANBLGR
#1
VESTAS WIND SYSTEMS AS (n/a) - 10.80%
STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 52.18%
#2
NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.62%
SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 25.71%
#3
ORSTED AS (n/a) - 7.50%
VANGUARD RUSSELL 1000 GROWTH ETF (VONG) - 12.29%
#4
EDP RENEWABLES SA (n/a) - 7.04%
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 9.08%
#5
NORTHLAND POWER INC (NPIFF) - 5.91%
N/A
#6
ENLIGHT RENEWABLE ENERGY LTD (n/a) - 4.90%
N/A
#7
ARCOSA INC (ACA) - 2.87%
N/A
#8
PRYSMIAN SPA (n/a) - 2.53%
N/A
#9
THE TIMKEN CO (TKR) - 2.46%
N/A
#10
GE VERNOVA INC (GEV) - 2.40%
N/A
#11
CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.40%
N/A
#12
ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.36%
N/A
#13
ERG SPA (n/a) - 2.31%
N/A
#14
RWE AG CLASS A (n/a) - 2.20%
N/A
#15
IBERDROLA SA (n/a) - 2.10%
N/A
#16
HITACHI LTD (n/a) - 2.09%
N/A
#17
ALLIANT ENERGY CORP (LNT) - 2.06%
N/A
#18
SKF AB CLASS B (n/a) - 2.03%
N/A
#19
TORAY INDUSTRIES INC (n/a) - 2.00%
N/A
#20
ENEL SPA (n/a) - 1.95%
N/A
#21
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.94%
N/A
#22
NEXTERA ENERGY INC (NEE) - 1.94%
N/A
#23
ENGIE SA (n/a) - 1.86%
N/A
#24
CLEARWAY ENERGY INC CLASS C (CWEN) - 1.86%
N/A
#25
ACCIONA SA (n/a) - 1.78%
N/A
Total Holdings534

FAN vs BLGR - Historical Returns

Returns include dividend reinvestment.

1M
FAN
-1.18%
Winner
BLGR
+3.96%
3M
FAN
-8.92%
Winner
BLGR
+1.04%
6M
FAN
+0.52%
Winner
BLGR
+13.24%
1Y
Winner
FAN
+28.75%
BLGR
+17.58%
5Y(CAGR)
FAN
+3.07%
BLGR
N/A
10Y(CAGR)
FAN
+8.35%
BLGR
N/A
Max(CAGR)
FAN
+0.79%
Winner
BLGR
+22.96%

FAN vs BLGR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearFANBLGR
2026+12.26%+9.94%
2025+39.24%+16.11%
2024-7.56%N/A
2023-3.92%N/A
2022-14.43%N/A
2021-14.12%N/A
2020+61.13%N/A
2019+31.68%N/A
2018-12.10%N/A
2017+15.91%N/A
2016+10.50%N/A
2015+10.74%N/A
2014-7.62%N/A
2013+62.57%N/A
2012-13.58%N/A
2011-23.42%N/A
2010-32.37%N/A
2009+19.44%N/A
2008-56.68%N/A

FAN vs BLGR Drawdown Comparison

The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.

The maximum drawdown for BLGR was -14.08%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.

The current FAN drawdown is -12.43%. The current BLGR drawdown is -2.82%.

RankFANBLGR
#1-79.84%
Jun 27, 2008 - Dec 23, 2020
-14.08%
Oct 29, 2025 - Apr 17, 2026
#2-46.30%
Jan 7, 2021 - Feb 25, 2026
-7.68%
Jun 1, 2026 - Aug 4, 2026
#3-14.65%
May 6, 2026 - Jul 29, 2026
-3.11%
Oct 8, 2025 - Oct 24, 2025
#4-5.26%
Mar 2, 2026 - Mar 31, 2026
-2.82%
Aug 13, 2026 - Aug 24, 2026
#5-2.11%
Apr 27, 2026 - Apr 30, 2026
-2.82%
May 14, 2026 - May 28, 2026
#6-2.05%
Apr 14, 2026 - Apr 23, 2026
-2.35%
Aug 14, 2025 - Aug 28, 2025
#7-1.59%
Apr 30, 2026 - May 5, 2026
-2.17%
Jul 28, 2025 - Aug 6, 2025
#8-0.47%
Apr 10, 2026 - Apr 14, 2026
-1.97%
Sep 22, 2025 - Oct 6, 2025
#9-0.34%
Dec 30, 2020 - Jan 4, 2021
-1.94%
Aug 28, 2025 - Sep 8, 2025
#10N/A-1.10%
Apr 17, 2026 - Apr 22, 2026
#11N/A-1.07%
Apr 27, 2026 - May 1, 2026
#12N/A-0.97%
Apr 22, 2026 - Apr 24, 2026
#13N/A-0.92%
Jun 30, 2025 - Jul 3, 2025
#14N/A-0.85%
Jul 3, 2025 - Jul 9, 2025
#15N/A-0.71%
Aug 7, 2026 - Aug 13, 2026

Correlation

Correlation between FAN and BLGR is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2008 - 2026)

FAN vs BLGR dividend yield comparison.

YearFANBLGR
20260.37%0.17%
20251.35%0.17%
20241.52%0.00%
20231.71%0.00%
20221.50%0.00%
20211.79%0.00%
20200.84%0.00%
20192.42%0.00%
20182.67%0.00%
20172.59%0.00%
20166.04%0.00%
20152.35%0.00%
20142.61%0.00%
20130.71%0.00%
20121.63%0.00%
20110.74%0.00%
20100.90%0.00%
20092.14%0.00%
20080.32%0.00%

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