GRID vs SCHZ

Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).

5-Year PerformanceGRID has outperformed SCHZ, delivering a return of +19.3% compared to +0.2%

GRID vs SCHZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GRID(ETF)	SCHZ(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.56%	0.03%
Max Drawdown	40.56%	24.30%
Sharpe Ratio	2.39	0.34
5Y Beta	1.05	0.04
5Y Dividends CAGR	22.26%	9.67%

Net Assets

GRID

$10B

SCHZ

$10B

Expense Ratio

GRID

0.56%

Winner

SCHZ

0.03%

Max Drawdown

GRID

40.56%

Winner

SCHZ

24.30%

Sharpe Ratio

Winner

GRID

2.39

SCHZ

0.34

5Y Beta

GRID

1.05

Winner

SCHZ

0.04

5Y Dividends CAGR

Winner

GRID

22.26%

SCHZ

9.67%

GRID vs SCHZ - Historical Returns

Returns include dividend reinvestment.

Period	GRID	SCHZ
1 month	+9.84%	-0.52%
3 months	+12.53%	-1.30%
6 months	+29.39%	+0.51%
1 year	+56.31%	+5.40%
5 years(CAGR)	+19.32%	+0.19%
10 years(CAGR)	+20.04%	+1.52%
Max(CAGR)	+13.29%	+2.09%

Winner

GRID

+9.84%

SCHZ

-0.52%

Winner

GRID

+12.53%

SCHZ

-1.30%

Winner

GRID

+29.39%

SCHZ

+0.51%

Winner

GRID

+56.31%

SCHZ

+5.40%

5Y(CAGR)

Winner

GRID

+19.32%

SCHZ

+0.19%

10Y(CAGR)

Winner

GRID

+20.04%

SCHZ

+1.52%

Max(CAGR)

Winner

GRID

+13.29%

SCHZ

+2.09%

GRID vs SCHZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	GRID	SCHZ
2026	+26.67%	+0.12%
2025	+29.86%	+7.19%
2024	+16.50%	+1.72%
2023	+21.63%	+4.98%
2022	-14.08%	-12.55%
2021	+28.22%	-1.62%
2020	+46.19%	+7.24%
2019	+42.24%	+8.39%
2018	-22.93%	-0.16%
2017	+28.47%	+3.26%
2016	+25.59%	+2.13%
2015	-4.90%	+0.27%
2014	+0.55%	+6.09%
2013	+23.35%	-1.85%
2012	+15.17%	+3.78%
2011	-21.53%	+4.23%
2010	-2.49%	N/A
2009	+6.58%	N/A

GRID vs SCHZ Drawdown Comparison

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

The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current GRID drawdown is -1.27%. The current SCHZ drawdown is -2.65%.

Rank	GRID	SCHZ
#1	-40.56% Feb 20, 2020 - Aug 5, 2020	-18.74% Aug 4, 2020 - Oct 24, 2022
#2	-35.42% Apr 4, 2011 - Sep 24, 2013	-10.27% Mar 6, 2020 - May 22, 2020
#3	-29.65% Jan 26, 2018 - Nov 4, 2019	-4.89% May 2, 2013 - May 9, 2014
#4	-29.64% Nov 19, 2021 - Jun 13, 2023	-4.35% Jul 8, 2016 - Aug 29, 2017
#5	-26.65% Mar 6, 2014 - Aug 16, 2016	-3.51% Sep 7, 2017 - Jan 31, 2019
#6	-20.76% Jul 18, 2023 - Feb 22, 2024	-2.78% Apr 17, 2015 - Feb 8, 2016
#7	-20.62% Sep 26, 2024 - May 15, 2025	-2.12% Sep 4, 2019 - Jan 21, 2020
#8	-18.68% Jan 8, 2010 - Jan 24, 2011	-1.81% Feb 2, 2015 - Apr 15, 2015
#9	-11.72% Feb 25, 2026 - Apr 13, 2026	-1.73% Sep 22, 2011 - Dec 14, 2011
#10	-10.62% Jul 16, 2024 - Sep 17, 2024	-1.40% Jan 31, 2012 - Apr 23, 2012
#11	-8.34% Sep 2, 2020 - Oct 5, 2020	-1.36% Aug 2, 2012 - Oct 1, 2012
#12	-7.91% Feb 18, 2011 - Mar 30, 2011	-1.26% Dec 5, 2012 - Apr 5, 2013
#13	-7.80% Oct 29, 2025 - Jan 16, 2026	-1.14% Aug 29, 2014 - Oct 7, 2014
#14	-7.40% Sep 2, 2021 - Oct 28, 2021	-1.10% Aug 18, 2011 - Sep 2, 2011
#15	-6.94% Jan 7, 2021 - Mar 11, 2021	-0.96% Oct 16, 2014 - Dec 12, 2014

Correlation

Correlation between GRID and SCHZ is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

GRID vs SCHZ dividend yield comparison.

Year	GRID	SCHZ
2026	0.05%	1.38%
2025	1.01%	4.05%
2024	1.06%	3.96%
2023	1.23%	3.28%
2022	1.26%	2.63%
2021	0.63%	2.16%
2020	0.68%	2.43%
2019	1.26%	2.79%
2018	1.28%	2.56%
2017	1.07%	2.40%
2016	1.07%	2.24%
2015	1.23%	2.11%
2014	1.46%	2.03%
2013	1.33%	2.01%
2012	0.89%	2.04%
2011	1.02%	0.76%
2010	0.68%	0.00%
2009	0.07%	0.00%