NFRA vs SKYY
Comparison between FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND (NFRA, ETF) and FIRST TRUST CLOUD COMPUTING ETF (SKYY, ETF).
5-Year PerformanceSKYY has outperformed NFRA, delivering a return of +6.1% compared to +5.5%
NFRA vs SKYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NFRA vs SKYY - Holdings Comparison
NFRA and SKYY have 4 common holdings. Overlap is 0.70%
NFRA's top 25 holdings weight is 51.27%. SKYY's top 25 holdings weight is 74.23%.
| Rank | NFRA | SKYY |
|---|---|---|
| #1 | SOFTBANK GROUP CORP (n/a) - 5.91% | DIGITALOCEAN HOLDINGS INC (DOCN) - 5.55% |
| #2 | CANADIAN PACIFIC KANSAS CITY LTD (n/a) - 3.77% | ORACLE CORP (ORCL) - 4.46% |
| #3 | DEUTSCHE TELEKOM AG (n/a) - 3.27% | n/a (DELL) - 3.90% |
| #4 | CANADIAN NATIONAL RAILWAY CO (n/a) - 3.15% | NUTANIX INC CLASS A (NTNX) - 3.85% |
| #5 | DEUTSCHE POST AG (n/a) - 2.72% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.64% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 2.61% | ARISTA NETWORKS INC (ANET) - 3.48% |
| #7 | NEXTERA ENERGY INC (NEE) - 2.34% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.47% |
| #8 | AT&T INC (T) - 2.18% | EVERPURE INC CLASS A (P) - 3.43% |
| #9 | IBERDROLA SA (n/a) - 2.17% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.31% |
| #10 | UNION PACIFIC CORP (UNP) - 2.07% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 3.28% |
| #11 | ENBRIDGE INC (ENB) - 1.89% | AMAZON.COM INC (AMZN) - 3.24% |
| #12 | WASTE CONNECTIONS INC (WCN) - 1.81% | ALPHABET INC CLASS A (GOOGL) - 3.08% |
| #13 | TRANSURBAN GROUP (n/a) - 1.58% | MICROSOFT CORP (MSFT) - 2.98% |
| #14 | BHARTI AIRTEL LTD (n/a) - 1.54% | AKAMAI TECHNOLOGIES INC (AKAM) - 2.88% |
| #15 | EQUINIX INC (EQIX) - 1.41% | CISCO SYSTEMS INC (CSCO) - 2.85% |
| #16 | KDDI CORP (n/a) - 1.39% | CLOUDFLARE INC (NET) - 2.80% |
| #17 | NTT INC (n/a) - 1.37% | MONGODB INC CLASS A (MDB) - 2.68% |
| #18 | ENEL SPA (n/a) - 1.33% | TWILIO INC CLASS A (TWLO) - 2.51% |
| #19 | SOUTHERN CO (SO) - 1.32% | NETAPP INC (NTAP) - 2.35% |
| #20 | NATIONAL GRID PLC (n/a) - 1.30% | RUBRIK INC CLASS A SHARES (RBRK) - 2.10% |
| #21 | VEOLIA ENVIRONNEMENT SA (n/a) - 1.28% | ATLASSIAN CORP CLASS A (TEAM) - 1.93% |
| #22 | DUKE ENERGY CORP (DUK) - 1.25% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.85% |
| #23 | T-MOBILE US INC (TMUS) - 1.25% | GITLAB INC CLASS A (GTLB) - 1.60% |
| #24 | CONSTELLATION ENERGY CORP (CEG) - 1.20% | SERVICENOW INC (NOW) - 1.57% |
| #25 | WILLIAMS COMPANIES INC (WMB) - 1.16% | FASTLY INC CLASS A (FSLY) - 1.44% |
| Total Holdings | 208 | 65 |
NFRA vs SKYY - Historical Returns
Returns include dividend reinvestment.
NFRA vs SKYY - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NFRA | SKYY |
|---|---|---|
| 2026 | +9.00% | +7.01% |
| 2025 | +18.06% | +8.69% |
| 2024 | +4.74% | +39.83% |
| 2023 | +8.48% | +52.31% |
| 2022 | -10.12% | -44.23% |
| 2021 | +10.38% | +12.34% |
| 2020 | +2.09% | +54.92% |
| 2019 | +26.00% | +25.69% |
| 2018 | -8.07% | +5.16% |
| 2017 | +15.50% | +32.28% |
| 2016 | +9.64% | +17.61% |
| 2015 | -6.56% | +5.87% |
| 2014 | +10.98% | +8.35% |
| 2013 | +5.94% | +29.89% |
| 2012 | N/A | +13.95% |
| 2011 | N/A | -15.16% |
NFRA vs SKYY Drawdown Comparison
The maximum drawdown for NFRA was -32.48%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for SKYY was -53.21%, occurring on Dec 28, 2022. Recovery took 750 trading sessions.
The current NFRA drawdown is -1.55%. The current SKYY drawdown is -11.88%.
| Rank | NFRA | SKYY |
|---|---|---|
| #1 | -32.48% Feb 19, 2020 - Jan 8, 2021 | -53.21% Nov 16, 2021 - Nov 11, 2024 |
| #2 | -22.74% Sep 2, 2021 - Jul 12, 2024 | -33.00% Feb 19, 2020 - May 22, 2020 |
| #3 | -18.01% Apr 28, 2015 - Jul 14, 2016 | -31.80% Feb 10, 2025 - Sep 8, 2025 |
| #4 | -13.24% Jan 26, 2018 - Feb 22, 2019 | -27.39% Nov 3, 2025 - May 29, 2026 |
| #5 | -9.17% Sep 16, 2024 - Apr 28, 2025 | -26.09% Jul 7, 2011 - Feb 16, 2012 |
| #6 | -9.10% Jul 29, 2016 - Mar 15, 2017 | -20.90% Dec 1, 2015 - Jun 7, 2016 |
| #7 | -8.12% Sep 5, 2014 - Feb 24, 2015 | -20.09% Aug 29, 2018 - Feb 26, 2019 |
| #8 | -7.28% Feb 27, 2026 - Mar 20, 2026 | -19.24% Apr 3, 2012 - Jan 25, 2013 |
| #9 | -4.84% Jul 3, 2019 - Sep 12, 2019 | -17.37% Feb 9, 2021 - Sep 3, 2021 |
| #10 | -4.82% Feb 24, 2015 - Apr 23, 2015 | -13.88% Jun 1, 2026 - Jun 10, 2026 |
| #11 | -4.72% Jul 23, 2014 - Sep 3, 2014 | -12.99% Mar 5, 2014 - Dec 19, 2014 |
| #12 | -4.60% Oct 20, 2025 - Jan 27, 2026 | -11.86% May 14, 2015 - Nov 4, 2015 |
| #13 | -4.31% Jun 15, 2021 - Sep 1, 2021 | -11.78% Sep 2, 2020 - Oct 13, 2020 |
| #14 | -4.22% Dec 31, 2013 - Feb 18, 2014 | -11.35% Oct 13, 2020 - Nov 23, 2020 |
| #15 | -3.77% Jan 8, 2021 - Feb 11, 2021 | -9.97% Dec 6, 2024 - Feb 10, 2025 |
Correlation
Correlation between NFRA and SKYY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
NFRA vs SKYY dividend yield comparison.
| Year | NFRA | SKYY |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 6.00% | 0.00% |
| 2024 | 3.33% | 0.00% |
| 2023 | 2.57% | 0.00% |
| 2022 | 2.28% | 0.23% |
| 2021 | 2.71% | 0.78% |
| 2020 | 2.22% | 0.17% |
| 2019 | 2.27% | 0.54% |
| 2018 | 3.06% | 0.37% |
| 2017 | 2.81% | 0.27% |
| 2016 | 2.98% | 0.35% |
| 2015 | 2.47% | 0.41% |
| 2014 | 3.01% | 0.17% |
| 2013 | 0.14% | 0.00% |
| 2012 | 0.00% | 0.02% |
| 2011 | 0.00% | 0.08% |
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