GRID vs PBUS
Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).
5-Year PerformanceGRID has outperformed PBUS, delivering a return of +16.8% compared to +13.0%
GRID vs PBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GRID
$11B
Winner
PBUS
$11B
Expense Ratio
GRID
0.56%
Winner
PBUS
0.04%
Max Drawdown
GRID
40.56%
Winner
PBUS
33.60%
Sharpe Ratio
Winner
GRID
1.80
PBUS
1.61
5Y Beta
GRID
1.07
Winner
PBUS
0.99
P/E Ratio
GRID
N/A
PBUS
29.36
Forward P/E
GRID
N/A
PBUS
21.90
5Y Dividends CAGR
Winner
GRID
22.26%
PBUS
7.55%
5Y EPS CAGR
GRID
N/A
PBUS
26.16%
Debt to Equity
GRID
N/A
PBUS
34.78%
P/S Ratio
GRID
N/A
PBUS
3.80
P/B Ratio
GRID
N/A
PBUS
5.70
GRID vs PBUS - Holdings Comparison
GRID and PBUS have 19 common holdings. Overlap is 8.41%
GRID's top 25 holdings weight is 76.74%. PBUS's top 25 holdings weight is 51.08%.
| Rank | GRID | PBUS |
|---|---|---|
| #1 | ABB LTD (n/a) - 8.45% | NVIDIA CORP (NVDA) - 7.99% |
| #2 | EATON CORP PLC (ETN) - 7.70% | APPLE INC (AAPL) - 6.93% |
| #3 | n/a (JCI) - 7.09% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | SCHNEIDER ELECTRIC SE (n/a) - 7.07% | AMAZON.COM INC (AMZN) - 3.91% |
| #5 | NATIONAL GRID PLC (n/a) - 6.81% | ALPHABET INC CLASS A (GOOGL) - 3.46% |
| #6 | PRYSMIAN SPA (n/a) - 5.31% | BROADCOM INC (AVGO) - 2.91% |
| #7 | QUANTA SERVICES INC (PWR) - 4.75% | ALPHABET INC CLASS C (GOOG) - 2.87% |
| #8 | E.ON SE (n/a) - 3.38% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | NVENT ELECTRIC PLC (NVT) - 2.48% | TESLA INC (TSLA) - 1.87% |
| #10 | HUBBELL INC (HUBB) - 2.36% | MICRON TECHNOLOGY INC (MU) - 1.54% |
| #11 | NVIDIA CORP (NVDA) - 2.25% | ELI LILLY AND CO (LLY) - 1.31% |
| #12 | TESLA INC (TSLA) - 1.96% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #13 | HD HYUNDAI ELECTRIC (n/a) - 1.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.25% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.02% |
| #15 | TERNA SPA (n/a) - 1.72% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | HYDRO ONE LTD (n/a) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | LS ELECTRIC CO LTD (n/a) - 1.36% | INTEL CORP (INTC) - 0.85% |
| #18 | FUJIKURA LTD (n/a) - 1.32% | VISA INC CLASS A (V) - 0.84% |
| #19 | ORACLE CORP (ORCL) - 1.30% | WALMART INC (WMT) - 0.80% |
| #20 | APTIV PLC (APTV) - 1.15% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | EQUATORIAL SA (n/a) - 1.07% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #22 | BELIMO HOLDING AG (n/a) - 1.06% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 1.03% | MASTERCARD INC CLASS A (MA) - 0.64% |
| #24 | SPIE SA (n/a) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | NKT AS (n/a) - 1.00% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 130 | 540 |
GRID vs PBUS - Historical Returns
Returns include dividend reinvestment.
1M
GRID
-4.01%
Winner
PBUS
+0.42%
3M
Winner
GRID
+12.99%
PBUS
+9.39%
6M
Winner
GRID
+23.20%
PBUS
+8.53%
1Y
Winner
GRID
+44.37%
PBUS
+24.36%
5Y(CAGR)
Winner
GRID
+16.79%
PBUS
+13.01%
10Y(CAGR)
Winner
GRID
+19.07%
PBUS
+15.03%
Max(CAGR)
GRID
+12.95%
Winner
PBUS
+15.03%
GRID vs PBUS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | GRID | PBUS |
|---|---|---|
| 2026 | +21.57% | +8.37% |
| 2025 | +29.86% | +17.87% |
| 2024 | +16.50% | +25.98% |
| 2023 | +21.63% | +27.76% |
| 2022 | -14.08% | -19.92% |
| 2021 | +28.22% | +28.64% |
| 2020 | +46.19% | +20.46% |
| 2019 | +42.24% | +30.96% |
| 2018 | -22.93% | -4.76% |
| 2017 | +28.47% | +7.13% |
| 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 PBUS Drawdown Comparison
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current GRID drawdown is -5.25%. The current PBUS drawdown is -2.61%.
| Rank | GRID | PBUS |
|---|---|---|
| #1 | -40.56% Feb 20, 2020 - Aug 5, 2020 | -33.15% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -35.42% Apr 4, 2011 - Sep 24, 2013 | -25.41% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -29.65% Jan 26, 2018 - Nov 4, 2019 | -19.07% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -29.64% Nov 19, 2021 - Jun 13, 2023 | -18.93% Sep 26, 2018 - Apr 5, 2019 |
| #5 | -26.65% Mar 6, 2014 - Aug 16, 2016 | -10.09% Jan 23, 2018 - Aug 16, 2018 |
| #6 | -20.76% Jul 18, 2023 - Feb 22, 2024 | -9.67% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -20.62% Sep 26, 2024 - May 15, 2025 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #8 | -18.68% Jan 8, 2010 - Jan 24, 2011 | -8.48% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -11.72% Feb 25, 2026 - Apr 13, 2026 | -7.31% Apr 29, 2019 - Jun 24, 2019 |
| #10 | -10.62% Jul 16, 2024 - Sep 17, 2024 | -6.28% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -8.34% Sep 2, 2020 - Oct 5, 2020 | -5.48% Mar 28, 2024 - May 14, 2024 |
| #12 | -7.91% Feb 18, 2011 - Mar 30, 2011 | -5.41% Sep 3, 2021 - Oct 20, 2021 |
| #13 | -7.80% Oct 29, 2025 - Jan 16, 2026 | -5.28% Feb 12, 2021 - Mar 15, 2021 |
| #14 | -7.40% May 11, 2026 - May 19, 2026 | -5.26% Oct 29, 2025 - Dec 11, 2025 |
| #15 | -7.40% Sep 2, 2021 - Oct 28, 2021 | -4.57% Nov 18, 2021 - Dec 23, 2021 |
Correlation
Correlation between GRID and PBUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
GRID vs PBUS dividend yield comparison.
| Year | GRID | PBUS |
|---|---|---|
| 2026 | 0.05% | 0.28% |
| 2025 | 1.01% | 1.05% |
| 2024 | 1.06% | 1.20% |
| 2023 | 1.23% | 1.36% |
| 2022 | 1.26% | 1.71% |
| 2021 | 0.63% | 0.98% |
| 2020 | 0.68% | 1.35% |
| 2019 | 1.26% | 1.53% |
| 2018 | 1.28% | 2.33% |
| 2017 | 1.07% | 0.50% |
| 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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