GRID vs DFAE
Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
5-Year PerformanceGRID has outperformed DFAE, delivering a return of +18.5% compared to +9.1%
GRID vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GRID
$7.60B
Winner
DFAE
$7.70B
Expense Ratio
GRID
0.56%
Winner
DFAE
0.29%
Max Drawdown
GRID
40.56%
Winner
DFAE
34.65%
Sharpe Ratio
Winner
GRID
2.54
DFAE
2.34
5Y Beta
GRID
1.05
Winner
DFAE
0.76
5Y Dividends CAGR
GRID
22.26%
Winner
DFAE
183.63%
GRID vs DFAE - Holdings Comparison
GRID and DFAE have 0 common holdings. Overlap is 0.00%
GRID's top 25 holdings weight is 77.92%. DFAE's top 25 holdings weight is 5.29%.
| Rank | GRID | DFAE |
|---|---|---|
| #1 | EATON CORP PLC (ETN) - 8.45% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | ABB LTD (n/a) - 7.97% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | n/a (JCI) - 7.54% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | SCHNEIDER ELECTRIC SE (n/a) - 7.46% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | NATIONAL GRID PLC (n/a) - 7.22% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | PRYSMIAN SPA (n/a) - 4.58% | VALE SA ADR (VALE) - 0.27% |
| #7 | QUANTA SERVICES INC (PWR) - 4.31% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | E.ON SE (n/a) - 3.67% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | HUBBELL INC (HUBB) - 2.81% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | NVIDIA CORP (NVDA) - 2.31% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | NVENT ELECTRIC PLC (NVT) - 2.17% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | HD HYUNDAI ELECTRIC (n/a) - 2.04% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | TERNA SPA (n/a) - 1.86% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | TESLA INC (TSLA) - 1.80% | n/a (BGKKF) - 0.10% |
| #15 | FUJIKURA LTD (n/a) - 1.77% | n/a (PAC) - 0.10% |
| #16 | HYDRO ONE LTD (n/a) - 1.61% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.31% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | LS ELECTRIC CO LTD (n/a) - 1.30% | CREDICORP LTD (BAP) - 0.10% |
| #19 | EQUATORIAL SA (n/a) - 1.26% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | APTIV PLC (APTV) - 1.23% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | ORACLE CORP (ORCL) - 1.17% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | SPIE SA (n/a) - 1.07% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | GE VERNOVA INC (GEV) - 1.05% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | BELIMO HOLDING AG (n/a) - 0.99% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | ELIA GROUP SA/NV (n/a) - 0.97% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 129 | 30 |
GRID vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GRID
+12.88%
DFAE
+11.88%
3M
Winner
GRID
+13.33%
DFAE
+11.99%
6M
Winner
GRID
+27.91%
DFAE
+25.80%
1Y
Winner
GRID
+61.82%
DFAE
+55.38%
5Y(CAGR)
Winner
GRID
+18.48%
DFAE
+9.06%
10Y(CAGR)
GRID
+19.99%
DFAE
N/A
Max(CAGR)
Winner
GRID
+13.30%
DFAE
+11.04%
GRID vs DFAE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | GRID | DFAE |
|---|---|---|
| 2026 | +26.65% | +20.65% |
| 2025 | +29.86% | +31.67% |
| 2024 | +16.50% | +8.98% |
| 2023 | +21.63% | +11.92% |
| 2022 | -14.08% | -17.87% |
| 2021 | +28.22% | +2.49% |
| 2020 | +46.19% | +4.85% |
| 2019 | +42.24% | N/A |
| 2018 | -22.93% | N/A |
| 2017 | +28.47% | N/A |
| 2016 | +25.59% | N/A |
| 2015 | -4.90% | N/A |
| 2014 | +0.55% | N/A |
| 2013 | +23.35% | N/A |
| 2012 | +15.17% | N/A |
| 2011 | -21.53% | N/A |
| 2010 | -2.49% | N/A |
| 2009 | +6.58% | N/A |
GRID vs DFAE Drawdown Comparison
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The current GRID drawdown is -0.26%.
| Rank | GRID | DFAE |
|---|---|---|
| #1 | -40.56% Feb 20, 2020 - Aug 5, 2020 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -35.42% Apr 4, 2011 - Sep 24, 2013 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -29.65% Jan 26, 2018 - Nov 4, 2019 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -29.64% Nov 19, 2021 - Jun 13, 2023 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #5 | -26.65% Mar 6, 2014 - Aug 16, 2016 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -20.76% Jul 18, 2023 - Feb 22, 2024 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -20.62% Sep 26, 2024 - May 15, 2025 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -18.68% Jan 8, 2010 - Jan 24, 2011 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -11.72% Feb 25, 2026 - Apr 13, 2026 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -10.62% Jul 16, 2024 - Sep 17, 2024 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #11 | -8.34% Sep 2, 2020 - Oct 5, 2020 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #12 | -7.91% Feb 18, 2011 - Mar 30, 2011 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
| #13 | -7.80% Oct 29, 2025 - Jan 16, 2026 | -1.55% Aug 22, 2025 - Sep 8, 2025 |
| #14 | -7.40% Sep 2, 2021 - Oct 28, 2021 | -1.50% Jul 3, 2025 - Jul 15, 2025 |
| #15 | -6.94% Jan 7, 2021 - Mar 11, 2021 | -1.45% Jan 14, 2021 - Jan 19, 2021 |
Correlation
Correlation between GRID and DFAE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2009 - 2026)
GRID vs DFAE dividend yield comparison.
| Year | GRID | DFAE |
|---|---|---|
| 2026 | 0.05% | 0.13% |
| 2025 | 1.01% | 2.20% |
| 2024 | 1.06% | 2.35% |
| 2023 | 1.23% | 2.43% |
| 2022 | 1.26% | 2.85% |
| 2021 | 0.63% | 1.63% |
| 2020 | 0.68% | 0.01% |
| 2019 | 1.26% | 0.00% |
| 2018 | 1.28% | 0.00% |
| 2017 | 1.07% | 0.00% |
| 2016 | 1.07% | 0.00% |
| 2015 | 1.23% | 0.00% |
| 2014 | 1.46% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 0.89% | 0.00% |
| 2011 | 1.02% | 0.00% |
| 2010 | 0.68% | 0.00% |
| 2009 | 0.07% | 0.00% |
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