GUNR vs GRID
Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).
5-Year PerformanceGRID has outperformed GUNR, delivering a return of +18.5% compared to +10.0%
GUNR vs GRID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GUNR vs GRID - Holdings Comparison
GUNR and GRID have 1 common holdings. Overlap is 0.00%
GUNR's top 25 holdings weight is 59.99%. GRID's top 25 holdings weight is 77.92%.
| Rank | GUNR | GRID |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | EATON CORP PLC (ETN) - 8.45% |
| #2 | CORTEVA INC (CTVA) - 4.96% | ABB LTD (n/a) - 7.97% |
| #3 | NUTRIEN LTD (n/a) - 4.78% | n/a (JCI) - 7.54% |
| #4 | BHP GROUP LTD (n/a) - 4.28% | SCHNEIDER ELECTRIC SE (n/a) - 7.46% |
| #5 | SHELL PLC (n/a) - 3.85% | NATIONAL GRID PLC (n/a) - 7.22% |
| #6 | CHEVRON CORP (CVX) - 3.80% | PRYSMIAN SPA (n/a) - 4.58% |
| #7 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.28% | QUANTA SERVICES INC (PWR) - 4.31% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 2.85% | E.ON SE (n/a) - 3.67% |
| #9 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.21% | HUBBELL INC (HUBB) - 2.81% |
| #10 | NEWMONT CORP (NEM) - 2.01% | NVIDIA CORP (NVDA) - 2.31% |
| #11 | AGNICO EAGLE MINES LTD (n/a) - 1.97% | NVENT ELECTRIC PLC (NVT) - 2.17% |
| #12 | BP PLC (n/a) - 1.79% | HD HYUNDAI ELECTRIC (n/a) - 2.04% |
| #13 | TYSON FOODS INC CLASS A (TSN) - 1.76% | TERNA SPA (n/a) - 1.86% |
| #14 | CF INDUSTRIES HOLDINGS INC (CF) - 1.71% | TESLA INC (TSLA) - 1.80% |
| #15 | BUNGE GLOBAL SA (BG) - 1.66% | FUJIKURA LTD (n/a) - 1.77% |
| #16 | CONOCOPHILLIPS (COP) - 1.66% | HYDRO ONE LTD (n/a) - 1.61% |
| #17 | INDUSTRIES QATAR QSC (n/a) - 1.49% | CISCO SYSTEMS INC (CSCO) - 1.31% |
| #18 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.46% | LS ELECTRIC CO LTD (n/a) - 1.30% |
| #19 | GLENCORE PLC (n/a) - 1.45% | EQUATORIAL SA (n/a) - 1.26% |
| #20 | MOWI ASA (n/a) - 1.43% | APTIV PLC (APTV) - 1.23% |
| #21 | FREEPORT-MCMORAN INC (FCX) - 1.42% | ORACLE CORP (ORCL) - 1.17% |
| #22 | BARRICK MINING CORP (n/a) - 1.36% | SPIE SA (n/a) - 1.07% |
| #23 | YARA INTERNATIONAL ASA (n/a) - 1.27% | GE VERNOVA INC (GEV) - 1.05% |
| #24 | SUNCOR ENERGY INC (SU) - 1.27% | BELIMO HOLDING AG (n/a) - 0.99% |
| #25 | VALE SA (n/a) - 1.24% | ELIA GROUP SA/NV (n/a) - 0.97% |
| Total Holdings | 168 | 129 |
GUNR vs GRID - Historical Returns
Returns include dividend reinvestment.
GUNR vs GRID - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | GUNR | GRID |
|---|---|---|
| 2026 | +17.19% | +26.65% |
| 2025 | +29.00% | +29.86% |
| 2024 | -8.48% | +16.50% |
| 2023 | -0.79% | +21.63% |
| 2022 | +14.22% | -14.08% |
| 2021 | +23.80% | +28.22% |
| 2020 | +0.09% | +46.19% |
| 2019 | +18.20% | +42.24% |
| 2018 | -11.09% | -22.93% |
| 2017 | +17.38% | +28.47% |
| 2016 | +32.10% | +25.59% |
| 2015 | -24.58% | -4.90% |
| 2014 | -7.45% | +0.55% |
| 2013 | -3.62% | +23.35% |
| 2012 | +4.44% | +15.17% |
| 2011 | +0.55% | -21.53% |
| 2010 | N/A | -2.49% |
| 2009 | N/A | +6.58% |
GUNR vs GRID Drawdown Comparison
The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The current GUNR drawdown is -2.68%. The current GRID drawdown is -0.26%.
| Rank | GUNR | GRID |
|---|---|---|
| #1 | -45.72% Jul 24, 2014 - Jan 3, 2018 | -40.56% Feb 20, 2020 - Aug 5, 2020 |
| #2 | -43.04% Jan 2, 2020 - Dec 4, 2020 | -35.42% Apr 4, 2011 - Sep 24, 2013 |
| #3 | -24.02% Apr 18, 2022 - Sep 11, 2025 | -29.65% Jan 26, 2018 - Nov 4, 2019 |
| #4 | -18.56% May 21, 2018 - Dec 26, 2019 | -29.64% Nov 19, 2021 - Jun 13, 2023 |
| #5 | -17.58% Feb 27, 2012 - Jan 29, 2013 | -26.65% Mar 6, 2014 - Aug 16, 2016 |
| #6 | -15.68% Jan 29, 2013 - May 7, 2014 | -20.76% Jul 18, 2023 - Feb 22, 2024 |
| #7 | -13.93% Oct 28, 2011 - Jan 27, 2012 | -20.62% Sep 26, 2024 - May 15, 2025 |
| #8 | -11.23% Jun 2, 2021 - Oct 20, 2021 | -18.68% Jan 8, 2010 - Jan 24, 2011 |
| #9 | -10.30% Sep 22, 2011 - Oct 12, 2011 | -11.72% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -10.19% Jan 26, 2018 - May 16, 2018 | -10.62% Jul 16, 2024 - Sep 17, 2024 |
| #11 | -7.43% Jan 14, 2021 - Feb 16, 2021 | -8.34% Sep 2, 2020 - Oct 5, 2020 |
| #12 | -7.09% Oct 20, 2021 - Dec 27, 2021 | -7.91% Feb 18, 2011 - Mar 30, 2011 |
| #13 | -6.80% Mar 2, 2026 - Apr 7, 2026 | -7.80% Oct 29, 2025 - Jan 16, 2026 |
| #14 | -5.92% Mar 12, 2021 - Apr 15, 2021 | -7.40% Sep 2, 2021 - Oct 28, 2021 |
| #15 | -4.61% Mar 10, 2022 - Mar 21, 2022 | -6.94% Jan 7, 2021 - Mar 11, 2021 |
Correlation
Correlation between GUNR and GRID is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2009 - 2026)
GUNR vs GRID dividend yield comparison.
| Year | GUNR | GRID |
|---|---|---|
| 2026 | 0.36% | 0.05% |
| 2025 | 2.81% | 1.01% |
| 2024 | 3.39% | 1.06% |
| 2023 | 3.55% | 1.23% |
| 2022 | 4.12% | 1.26% |
| 2021 | 3.61% | 0.63% |
| 2020 | 2.79% | 0.68% |
| 2019 | 3.25% | 1.26% |
| 2018 | 3.27% | 1.28% |
| 2017 | 2.00% | 1.07% |
| 2016 | 1.73% | 1.07% |
| 2015 | 4.50% | 1.23% |
| 2014 | 2.80% | 1.46% |
| 2013 | 2.03% | 1.33% |
| 2012 | 1.03% | 0.89% |
| 2011 | 0.54% | 1.02% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.07% |
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