FTRI vs COMB

Comparison between FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (FTRI, ETF) and GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF (COMB, ETF).

5-Year PerformanceCOMB has outperformed FTRI, delivering a return of +10.8% compared to +8.4%

FTRI vs COMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTRI(ETF)	COMB(ETF)
Net Assets	$122M	$122M
Expense Ratio	0.70%	0.25%
Max Drawdown	45.13%	46.53%
Sharpe Ratio	0.72	1.44
5Y Beta	0.62	0.15
5Y Dividends CAGR	-1.90%	39.70%

Net Assets

Winner

FTRI

$122M

COMB

$122M

Expense Ratio

FTRI

0.70%

Winner

COMB

0.25%

Max Drawdown

Winner

FTRI

45.13%

COMB

46.53%

Sharpe Ratio

FTRI

0.72

Winner

COMB

1.44

5Y Beta

FTRI

0.62

Winner

COMB

0.15

5Y Dividends CAGR

FTRI

-1.90%

Winner

COMB

39.70%

FTRI vs COMB - Historical Returns

Returns include dividend reinvestment.

Period	FTRI	COMB
1 month	-0.05%	+6.23%
3 months	-8.22%	+0.10%
6 months	-5.36%	+15.45%
1 year	+15.45%	+32.12%
5 years(CAGR)	+8.40%	+10.78%
10 years(CAGR)	+9.40%	+7.52%
Max(CAGR)	+10.30%	+7.52%

FTRI

-0.05%

Winner

COMB

+6.23%

FTRI

-8.22%

Winner

COMB

+0.10%

FTRI

-5.36%

Winner

COMB

+15.45%

FTRI

+15.45%

Winner

COMB

+32.12%

5Y(CAGR)

FTRI

+8.40%

Winner

COMB

+10.78%

10Y(CAGR)

Winner

FTRI

+9.40%

COMB

+7.52%

Max(CAGR)

Winner

FTRI

+10.30%

COMB

+7.52%

FTRI vs COMB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FTRI	COMB
2026	+3.69%	+23.66%
2025	+31.91%	+14.51%
2024	-4.07%	+5.89%
2023	+3.32%	-6.04%
2022	+7.26%	+14.58%
2021	+23.44%	+26.25%
2020	-2.00%	-2.87%
2019	+21.80%	+6.97%
2018	-9.21%	-11.88%
2017	+11.19%	+4.97%
2016	+24.04%	N/A
2015	+0.78%	N/A

FTRI vs COMB Drawdown Comparison

The maximum drawdown for FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.

The maximum drawdown for COMB was -33.50%, occurring on Apr 21, 2020. Recovery took 735 trading sessions.

The current FTRI drawdown is -13.61%. The current COMB drawdown is -6.56%.

Rank	FTRI	COMB
#1	-43.82% Jan 17, 2020 - Jan 6, 2021	-33.50% May 23, 2018 - Apr 26, 2021
#2	-27.55% Apr 18, 2022 - Jun 12, 2025	-26.48% Jun 7, 2022 - Jan 22, 2026
#3	-17.27% May 21, 2018 - Apr 8, 2019	-14.84% May 12, 2026 - Jun 24, 2026
#4	-17.04% Mar 2, 2026 - Jun 24, 2026	-10.79% Mar 8, 2022 - Apr 18, 2022
#5	-14.54% Dec 23, 2015 - Mar 2, 2016	-10.77% Oct 25, 2021 - Jan 26, 2022
#6	-14.38% May 10, 2021 - Jan 12, 2022	-8.24% Apr 18, 2022 - Jun 6, 2022
#7	-13.58% Apr 8, 2019 - Dec 16, 2019	-7.69% Jan 29, 2026 - Mar 4, 2026
#8	-10.18% Apr 29, 2016 - Jul 18, 2016	-6.50% Jul 29, 2021 - Sep 13, 2021
#9	-9.42% Jan 14, 2021 - Feb 16, 2021	-5.81% Jan 26, 2018 - May 21, 2018
#10	-8.90% Jan 26, 2018 - May 14, 2018	-5.75% May 24, 2017 - Jul 28, 2017
#11	-8.48% Mar 17, 2016 - Apr 13, 2016	-5.49% Jun 10, 2021 - Jul 2, 2021
#12	-8.35% Jul 18, 2016 - Dec 5, 2016	-5.26% Nov 6, 2017 - Jan 2, 2018
#13	-8.32% Mar 11, 2021 - Apr 16, 2021	-5.06% Mar 18, 2026 - Mar 31, 2026
#14	-7.37% Jan 25, 2017 - Aug 1, 2017	-4.38% Apr 6, 2026 - Apr 28, 2026
#15	-7.27% Mar 3, 2022 - Mar 21, 2022	-3.76% May 11, 2021 - Jun 1, 2021

Correlation

Correlation between FTRI and COMB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2015 - 2026)

FTRI vs COMB dividend yield comparison.

Year	FTRI	COMB
2026	0.99%	0.00%
2025	2.35%	9.05%
2024	4.29%	2.48%
2023	6.56%	6.57%
2022	8.37%	30.85%
2021	6.58%	15.83%
2020	3.64%	0.07%
2019	6.25%	1.48%
2018	4.24%	0.97%
2017	3.60%	0.20%
2016	2.96%	0.00%
2015	0.89%	0.00%