GRID vs SPHY
Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceGRID has outperformed SPHY, delivering a return of +14.4% compared to +4.4%
GRID vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GRID vs SPHY - Historical Returns
Returns include dividend reinvestment.
GRID vs SPHY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | GRID | SPHY |
|---|---|---|
| 2026 | +16.65% | +2.48% |
| 2025 | +29.86% | +8.31% |
| 2024 | +16.50% | +8.81% |
| 2023 | +21.63% | +12.80% |
| 2022 | -14.08% | -10.48% |
| 2021 | +28.22% | +5.74% |
| 2020 | +46.19% | +6.44% |
| 2019 | +42.24% | +13.55% |
| 2018 | -22.93% | -2.69% |
| 2017 | +28.47% | +6.73% |
| 2016 | +25.59% | +11.15% |
| 2015 | -4.90% | -3.64% |
| 2014 | +0.55% | +6.53% |
| 2013 | +23.35% | -1.34% |
| 2012 | +15.17% | +7.21% |
| 2011 | -21.53% | N/A |
| 2010 | -2.49% | N/A |
| 2009 | +6.58% | N/A |
GRID vs SPHY Drawdown Comparison
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current GRID drawdown is -9.08%. The current SPHY drawdown is -0.13%.
| Rank | GRID | SPHY |
|---|---|---|
| #1 | -40.56% Feb 20, 2020 - Aug 5, 2020 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -35.42% Apr 4, 2011 - Sep 24, 2013 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -29.65% Jan 26, 2018 - Nov 4, 2019 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -29.64% Nov 19, 2021 - Jun 13, 2023 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -26.65% Mar 6, 2014 - Aug 16, 2016 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -20.76% Jul 18, 2023 - Feb 22, 2024 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -20.62% Sep 26, 2024 - May 15, 2025 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -18.68% Jan 8, 2010 - Jan 24, 2011 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -15.82% May 11, 2026 - Jul 29, 2026 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -11.72% Feb 25, 2026 - Apr 13, 2026 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -10.62% Jul 16, 2024 - Sep 17, 2024 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -8.34% Sep 2, 2020 - Oct 5, 2020 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -7.91% Feb 18, 2011 - Mar 30, 2011 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -7.80% Oct 29, 2025 - Jan 16, 2026 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -7.40% Sep 2, 2021 - Oct 28, 2021 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between GRID and SPHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
GRID vs SPHY dividend yield comparison.
| Year | GRID | SPHY |
|---|---|---|
| 2026 | 0.47% | 4.14% |
| 2025 | 1.01% | 7.38% |
| 2024 | 1.06% | 7.80% |
| 2023 | 1.23% | 7.30% |
| 2022 | 1.26% | 6.47% |
| 2021 | 0.63% | 5.13% |
| 2020 | 0.68% | 5.63% |
| 2019 | 1.26% | 5.73% |
| 2018 | 1.28% | 4.09% |
| 2017 | 1.07% | 4.41% |
| 2016 | 1.07% | 4.27% |
| 2015 | 1.23% | 4.29% |
| 2014 | 1.46% | 3.98% |
| 2013 | 1.33% | 4.41% |
| 2012 | 0.89% | 2.17% |
| 2011 | 1.02% | 0.00% |
| 2010 | 0.68% | 0.00% |
| 2009 | 0.07% | 0.00% |
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