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GRID vs SCHI

Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceGRID has outperformed SCHI, delivering a return of +16.8% compared to +1.1%

GRID vs SCHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GRID
$11B
Winner
SCHI
$11B
Expense Ratio
GRID
0.56%
Winner
SCHI
0.03%
Max Drawdown
GRID
40.56%
Winner
SCHI
23.65%
Sharpe Ratio
Winner
GRID
1.80
SCHI
0.41
5Y Beta
GRID
1.07
Winner
SCHI
0.09
5Y Dividends CAGR
Winner
GRID
22.26%
SCHI
15.33%

GRID vs SCHI - Historical Returns

Returns include dividend reinvestment.

1M
GRID
-4.01%
Winner
SCHI
-0.74%
3M
Winner
GRID
+12.99%
SCHI
-1.26%
6M
Winner
GRID
+23.20%
SCHI
+0.06%
1Y
Winner
GRID
+44.37%
SCHI
+5.76%
5Y(CAGR)
Winner
GRID
+16.79%
SCHI
+1.13%
10Y(CAGR)
GRID
+19.07%
SCHI
N/A
Max(CAGR)
Winner
GRID
+12.95%
SCHI
+2.11%

GRID vs SCHI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearGRIDSCHI
2026+21.57%-0.21%
2025+29.86%+9.42%
2024+16.50%+3.71%
2023+21.63%+8.39%
2022-14.08%-13.56%
2021+28.22%-1.70%
2020+46.19%+9.65%
2019+42.24%+1.00%
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 SCHI Drawdown Comparison

The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The current GRID drawdown is -5.25%. The current SCHI drawdown is -1.80%.

RankGRIDSCHI
#1-40.56%
Feb 20, 2020 - Aug 5, 2020
-20.67%
Aug 3, 2021 - Jul 22, 2025
#2-35.42%
Apr 4, 2011 - Sep 24, 2013
-16.83%
Mar 4, 2020 - Jun 8, 2020
#3-29.65%
Jan 26, 2018 - Nov 4, 2019
-4.36%
Dec 31, 2020 - Aug 2, 2021
#4-29.64%
Nov 19, 2021 - Jun 13, 2023
-3.01%
Feb 27, 2026 - Mar 27, 2026
#5-26.65%
Mar 6, 2014 - Aug 16, 2016
-1.44%
Aug 6, 2020 - Nov 19, 2020
#6-20.76%
Jul 18, 2023 - Feb 22, 2024
-1.20%
Oct 27, 2025 - Nov 26, 2025
#7-20.62%
Sep 26, 2024 - May 15, 2025
-1.12%
Nov 1, 2019 - Nov 26, 2019
#8-18.68%
Jan 8, 2010 - Jan 24, 2011
-0.97%
Jun 10, 2020 - Jun 15, 2020
#9-11.72%
Feb 25, 2026 - Apr 13, 2026
-0.82%
Sep 15, 2025 - Oct 13, 2025
#10-10.62%
Jul 16, 2024 - Sep 17, 2024
-0.78%
Jan 14, 2026 - Feb 5, 2026
#11-8.34%
Sep 2, 2020 - Oct 5, 2020
-0.65%
Nov 26, 2025 - Dec 26, 2025
#12-7.91%
Feb 18, 2011 - Mar 30, 2011
-0.64%
Jun 16, 2020 - Jul 1, 2020
#13-7.80%
Oct 29, 2025 - Jan 16, 2026
-0.56%
Nov 30, 2020 - Dec 15, 2020
#14-7.40%
May 11, 2026 - May 19, 2026
-0.52%
Aug 13, 2025 - Aug 22, 2025
#15-7.40%
Sep 2, 2021 - Oct 28, 2021
-0.49%
Dec 3, 2019 - Dec 13, 2019

Correlation

Correlation between GRID and SCHI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2009 - 2026)

GRID vs SCHI dividend yield comparison.

YearGRIDSCHI
20260.05%2.12%
20251.01%4.99%
20241.06%5.12%
20231.23%4.28%
20221.26%3.10%
20210.63%1.93%
20200.68%2.31%
20191.26%0.53%
20181.28%0.00%
20171.07%0.00%
20161.07%0.00%
20151.23%0.00%
20141.46%0.00%
20131.33%0.00%
20120.89%0.00%
20111.02%0.00%
20100.68%0.00%
20090.07%0.00%

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