GRID vs SUB
Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).
5-Year PerformanceGRID has outperformed SUB, delivering a return of +16.8% compared to +1.5%
GRID vs SUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GRID vs SUB - Historical Returns
Returns include dividend reinvestment.
GRID vs SUB - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | GRID | SUB |
|---|---|---|
| 2026 | +21.57% | +0.80% |
| 2025 | +29.86% | +3.55% |
| 2024 | +16.50% | +2.26% |
| 2023 | +21.63% | +2.83% |
| 2022 | -14.08% | -2.02% |
| 2021 | +28.22% | +0.17% |
| 2020 | +46.19% | +2.58% |
| 2019 | +42.24% | +3.00% |
| 2018 | -22.93% | +1.88% |
| 2017 | +28.47% | +0.83% |
| 2016 | +25.59% | +0.01% |
| 2015 | -4.90% | +0.71% |
| 2014 | +0.55% | +0.54% |
| 2013 | +23.35% | +0.77% |
| 2012 | +15.17% | +0.41% |
| 2011 | -21.53% | +3.85% |
| 2010 | -2.49% | +0.55% |
| 2009 | +6.58% | +4.28% |
| 2008 | N/A | +1.68% |
GRID vs SUB Drawdown Comparison
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The current GRID drawdown is -5.25%. The current SUB drawdown is -0.07%.
| Rank | GRID | SUB |
|---|---|---|
| #1 | -40.56% Feb 20, 2020 - Aug 5, 2020 | -9.46% Mar 6, 2020 - May 19, 2020 |
| #2 | -35.42% Apr 4, 2011 - Sep 24, 2013 | -6.40% Jan 16, 2009 - Sep 12, 2011 |
| #3 | -29.65% Jan 26, 2018 - Nov 4, 2019 | -4.92% Jan 13, 2009 - Jan 16, 2009 |
| #4 | -29.64% Nov 19, 2021 - Jun 13, 2023 | -4.35% Jul 22, 2021 - Dec 13, 2023 |
| #5 | -26.65% Mar 6, 2014 - Aug 16, 2016 | -2.43% Mar 1, 2013 - Oct 24, 2013 |
| #6 | -20.76% Jul 18, 2023 - Feb 22, 2024 | -1.71% Aug 24, 2016 - May 23, 2017 |
| #7 | -20.62% Sep 26, 2024 - May 15, 2025 | -1.46% Jan 17, 2012 - Mar 1, 2013 |
| #8 | -18.68% Jan 8, 2010 - Jan 24, 2011 | -1.25% Sep 7, 2017 - Nov 29, 2018 |
| #9 | -11.72% Feb 25, 2026 - Apr 13, 2026 | -1.23% Apr 4, 2025 - May 29, 2025 |
| #10 | -10.62% Jul 16, 2024 - Sep 17, 2024 | -0.92% Oct 2, 2024 - Jan 27, 2025 |
| #11 | -8.34% Sep 2, 2020 - Oct 5, 2020 | -0.87% Jan 30, 2015 - Oct 2, 2015 |
| #12 | -7.91% Feb 18, 2011 - Mar 30, 2011 | -0.80% Feb 23, 2026 - Mar 24, 2026 |
| #13 | -7.80% Oct 29, 2025 - Jan 16, 2026 | -0.77% Aug 15, 2019 - Nov 27, 2019 |
| #14 | -7.40% May 11, 2026 - May 19, 2026 | -0.75% Sep 12, 2011 - Dec 2, 2011 |
| #15 | -7.40% Sep 2, 2021 - Oct 28, 2021 | -0.68% Dec 27, 2023 - May 8, 2024 |
Correlation
Correlation between GRID and SUB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
GRID vs SUB dividend yield comparison.
| Year | GRID | SUB |
|---|---|---|
| 2026 | 0.05% | 1.06% |
| 2025 | 1.01% | 2.42% |
| 2024 | 1.06% | 2.10% |
| 2023 | 1.23% | 1.73% |
| 2022 | 1.26% | 0.86% |
| 2021 | 0.63% | 0.72% |
| 2020 | 0.68% | 1.23% |
| 2019 | 1.26% | 1.58% |
| 2018 | 1.28% | 1.32% |
| 2017 | 1.07% | 0.95% |
| 2016 | 1.07% | 0.75% |
| 2015 | 1.23% | 0.77% |
| 2014 | 1.46% | 0.76% |
| 2013 | 1.33% | 0.84% |
| 2012 | 0.89% | 0.99% |
| 2011 | 1.02% | 1.27% |
| 2010 | 0.68% | 1.28% |
| 2009 | 0.07% | 1.44% |
| 2008 | 0.00% | 0.33% |
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