SPAB vs GRID

Comparison between SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).

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

SPAB vs GRID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPAB(ETF)	GRID(ETF)
Net Assets	$9.70B	$10B
Expense Ratio	0.03%	0.56%
Max Drawdown	24.08%	40.56%
Sharpe Ratio	0.42	2.36
5Y Beta	0.03	1.05
5Y Dividends CAGR	9.42%	22.26%

Net Assets

SPAB

$9.70B

Winner

GRID

$10B

Expense Ratio

Winner

SPAB

0.03%

GRID

0.56%

Max Drawdown

Winner

SPAB

24.08%

GRID

40.56%

Sharpe Ratio

SPAB

0.42

Winner

GRID

2.36

5Y Beta

Winner

SPAB

0.03

GRID

1.05

5Y Dividends CAGR

SPAB

9.42%

Winner

GRID

22.26%

SPAB vs GRID - Historical Returns

Returns include dividend reinvestment.

Period	SPAB	GRID
1 month	-0.56%	+9.84%
3 months	-1.36%	+12.53%
6 months	+0.48%	+29.39%
1 year	+5.40%	+56.31%
5 years(CAGR)	+0.18%	+19.32%
10 years(CAGR)	+1.54%	+20.04%
Max(CAGR)	+3.09%	+13.29%

SPAB

-0.56%

Winner

GRID

+9.84%

SPAB

-1.36%

Winner

GRID

+12.53%

SPAB

+0.48%

Winner

GRID

+29.39%

SPAB

+5.40%

Winner

GRID

+56.31%

5Y(CAGR)

SPAB

+0.18%

Winner

GRID

+19.32%

10Y(CAGR)

SPAB

+1.54%

Winner

GRID

+20.04%

Max(CAGR)

SPAB

+3.09%

Winner

GRID

+13.29%

SPAB vs GRID - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SPAB	GRID
2026	+0.15%	+26.67%
2025	+7.16%	+29.86%
2024	+1.68%	+16.50%
2023	+5.02%	+21.63%
2022	-12.57%	-14.08%
2021	-1.71%	+28.22%
2020	+7.17%	+46.19%
2019	+8.55%	+42.24%
2018	-0.04%	-22.93%
2017	+3.66%	+28.47%
2016	+2.28%	+25.59%
2015	+0.06%	-4.90%
2014	+5.94%	+0.55%
2013	-2.08%	+23.35%
2012	+4.23%	+15.17%
2011	+7.94%	-21.53%
2010	+6.30%	-2.49%
2009	+3.94%	+6.58%
2008	+7.97%	N/A
2007	+5.46%	N/A

SPAB vs GRID Drawdown Comparison

The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current SPAB drawdown is -2.46%. The current GRID drawdown is -1.27%.

Rank	SPAB	GRID
#1	-18.56% Aug 4, 2020 - Oct 20, 2022	-40.56% Feb 20, 2020 - Aug 5, 2020
#2	-13.75% Sep 9, 2008 - Nov 10, 2008	-35.42% Apr 4, 2011 - Sep 24, 2013
#3	-9.41% Mar 6, 2020 - May 29, 2020	-29.65% Jan 26, 2018 - Nov 4, 2019
#4	-6.43% Jan 20, 2009 - Aug 13, 2009	-29.64% Nov 19, 2021 - Jun 13, 2023
#5	-5.01% May 1, 2013 - May 7, 2014	-26.65% Mar 6, 2014 - Aug 16, 2016
#6	-4.38% Jul 6, 2016 - Aug 30, 2017	-20.76% Jul 18, 2023 - Feb 22, 2024
#7	-3.71% Nov 4, 2010 - May 5, 2011	-20.62% Sep 26, 2024 - May 15, 2025
#8	-3.58% Sep 7, 2017 - Jan 30, 2019	-18.68% Jan 8, 2010 - Jan 24, 2011
#9	-3.47% Mar 17, 2008 - Sep 9, 2008	-11.72% Feb 25, 2026 - Apr 13, 2026
#10	-3.11% Jan 30, 2015 - Feb 8, 2016	-10.62% Jul 16, 2024 - Sep 17, 2024
#11	-2.97% Nov 10, 2008 - Nov 25, 2008	-8.34% Sep 2, 2020 - Oct 5, 2020
#12	-2.04% Sep 4, 2019 - Jan 15, 2020	-7.91% Feb 18, 2011 - Mar 30, 2011
#13	-1.82% Dec 18, 2008 - Jan 14, 2009	-7.80% Oct 29, 2025 - Jan 16, 2026
#14	-1.81% May 30, 2007 - Jul 26, 2007	-7.40% Sep 2, 2021 - Oct 28, 2021
#15	-1.79% Sep 22, 2011 - Dec 16, 2011	-6.94% Jan 7, 2021 - Mar 11, 2021

Correlation

Correlation between SPAB and GRID is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2007 - 2026)

SPAB vs GRID dividend yield comparison.

Year	SPAB	GRID
2026	1.33%	0.05%
2025	3.97%	1.01%
2024	3.86%	1.06%
2023	3.34%	1.23%
2022	2.59%	1.26%
2021	2.11%	0.63%
2020	2.43%	0.68%
2019	2.92%	1.26%
2018	2.96%	1.28%
2017	2.67%	1.07%
2016	2.63%	1.07%
2015	2.59%	1.23%
2014	2.43%	1.46%
2013	1.99%	1.33%
2012	2.35%	0.89%
2011	3.44%	1.02%
2010	4.54%	0.68%
2009	5.24%	0.07%
2008	4.40%	0.00%
2007	2.96%	0.00%