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XLG vs GRID

Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).

5-Year PerformanceGRID has outperformed XLG, delivering a return of +16.8% compared to +15.1%

XLG vs GRID - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLG
$11B
Winner
GRID
$11B
Expense Ratio
Winner
XLG
0.20%
GRID
0.56%
Max Drawdown
XLG
53.81%
Winner
GRID
40.56%
Sharpe Ratio
XLG
1.24
Winner
GRID
1.67
5Y Beta
Winner
XLG
1.06
GRID
1.08
P/E Ratio
XLG
29.16
GRID
N/A
Forward P/E
XLG
24.33
GRID
N/A
PEG Ratio
XLG
0.62
GRID
N/A
5Y Dividends CAGR
XLG
1.27%
Winner
GRID
22.26%
5Y EPS CAGR
XLG
31.94%
GRID
N/A
Debt to Equity
XLG
15.68%
GRID
N/A
P/S Ratio
XLG
5.84
GRID
N/A
P/B Ratio
XLG
7.58
GRID
N/A

XLG vs GRID - Holdings Comparison

XLG and GRID have 7 common holdings. Overlap is 8.04%

XLG's top 25 holdings weight is 84.36%. GRID's top 25 holdings weight is 76.74%.

RankXLGGRID
#1
NVIDIA CORP (NVDA) - 13.76%
ABB LTD (n/a) - 8.45%
#2
APPLE INC (AAPL) - 11.76%
EATON CORP PLC (ETN) - 7.70%
#3
MICROSOFT CORP (MSFT) - 8.33%
n/a (JCI) - 7.09%
#4
AMAZON.COM INC (AMZN) - 6.37%
SCHNEIDER ELECTRIC SE (n/a) - 7.07%
#5
BROADCOM INC (AVGO) - 5.80%
NATIONAL GRID PLC (n/a) - 6.81%
#6
ALPHABET INC CLASS A (GOOGL) - 5.36%
PRYSMIAN SPA (n/a) - 5.31%
#7
ALPHABET INC CLASS C (GOOG) - 4.26%
QUANTA SERVICES INC (PWR) - 4.75%
#8
META PLATFORMS INC CLASS A (META) - 3.32%
E.ON SE (n/a) - 3.38%
#9
TESLA INC (TSLA) - 3.03%
NVENT ELECTRIC PLC (NVT) - 2.48%
#10
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.20%
HUBBELL INC (HUBB) - 2.36%
#11
ADVANCED MICRO DEVICES INC (AMD) - 2.16%
NVIDIA CORP (NVDA) - 2.25%
#12
ELI LILLY AND CO (LLY) - 2.14%
TESLA INC (TSLA) - 1.96%
#13
JPMORGAN CHASE & CO (JPM) - 2.06%
HD HYUNDAI ELECTRIC (n/a) - 1.81%
#14
EXXON MOBIL CORP (XOM) - 1.59%
CISCO SYSTEMS INC (CSCO) - 1.75%
#15
JOHNSON & JOHNSON (JNJ) - 1.37%
TERNA SPA (n/a) - 1.72%
#16
VISA INC CLASS A (V) - 1.36%
HYDRO ONE LTD (n/a) - 1.55%
#17
CISCO SYSTEMS INC (CSCO) - 1.29%
LS ELECTRIC CO LTD (n/a) - 1.36%
#18
WALMART INC (WMT) - 1.26%
FUJIKURA LTD (n/a) - 1.32%
#19
COSTCO WHOLESALE CORP (COST) - 1.08%
ORACLE CORP (ORCL) - 1.30%
#20
CATERPILLAR INC (CAT) - 1.07%
APTIV PLC (APTV) - 1.15%
#21
ORACLE CORP (ORCL) - 1.05%
EQUATORIAL SA (n/a) - 1.07%
#22
MASTERCARD INC CLASS A (MA) - 0.99%
BELIMO HOLDING AG (n/a) - 1.06%
#23
ABBVIE INC (ABBV) - 0.97%
TEXAS INSTRUMENTS INC (TXN) - 1.03%
#24
CHEVRON CORP (CVX) - 0.89%
SPIE SA (n/a) - 1.01%
#25
NETFLIX INC (NFLX) - 0.89%
NKT AS (n/a) - 1.00%
Total Holdings54130

XLG vs GRID - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLG
-2.47%
GRID
-3.14%
3M
XLG
+8.97%
Winner
GRID
+13.61%
6M
XLG
+4.26%
Winner
GRID
+24.02%
1Y
XLG
+21.79%
Winner
GRID
+41.72%
5Y(CAGR)
XLG
+15.11%
Winner
GRID
+16.82%
10Y(CAGR)
XLG
+16.96%
Winner
GRID
+19.47%
Max(CAGR)
XLG
+11.46%
Winner
GRID
+12.93%

XLG vs GRID - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearXLGGRID
2026+3.99%+21.38%
2025+19.86%+29.86%
2024+34.63%+16.50%
2023+38.98%+21.63%
2022-25.22%-14.08%
2021+32.52%+28.22%
2020+22.59%+46.19%
2019+31.49%+42.24%
2018-4.27%-22.93%
2017+22.13%+28.47%
2016+13.05%+25.59%
2015+4.39%-4.90%
2014+12.19%+0.55%
2013+25.40%+23.35%
2012+13.33%+15.17%
2011+3.57%-21.53%
2010+7.41%-2.49%
2009+16.95%+6.58%
2008-32.91%N/A
2007+4.53%N/A
2006+15.92%N/A
2005+3.78%N/A

XLG vs GRID Drawdown Comparison

The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

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

The current XLG drawdown is -5.06%. The current GRID drawdown is -5.40%.

RankXLGGRID
#1-52.40%
Oct 9, 2007 - Aug 16, 2012		-40.56%
Feb 20, 2020 - Aug 5, 2020
#2-30.45%
Feb 19, 2020 - Jul 8, 2020		-35.42%
Apr 4, 2011 - Sep 24, 2013
#3-28.03%
Jan 3, 2022 - Nov 20, 2023		-29.65%
Jan 26, 2018 - Nov 4, 2019
#4-20.71%
Feb 19, 2025 - Jun 26, 2025		-29.64%
Nov 19, 2021 - Jun 13, 2023
#5-19.78%
Oct 3, 2018 - Apr 15, 2019		-26.65%
Mar 6, 2014 - Aug 16, 2016
#6-13.40%
Jul 20, 2015 - Nov 3, 2015		-20.76%
Jul 18, 2023 - Feb 22, 2024
#7-12.42%
Oct 29, 2025 - Apr 22, 2026		-20.62%
Sep 26, 2024 - May 15, 2025
#8-11.32%
Jul 10, 2024 - Oct 9, 2024		-18.68%
Jan 8, 2010 - Jan 24, 2011
#9-11.15%
Sep 2, 2020 - Dec 28, 2020		-11.72%
Feb 25, 2026 - Apr 13, 2026
#10-10.81%
Nov 3, 2015 - Apr 13, 2016		-10.62%
Jul 16, 2024 - Sep 17, 2024
#11-10.62%
Jan 26, 2018 - Jul 25, 2018		-9.16%
May 11, 2026 - Jun 10, 2026
#12-8.87%
Oct 4, 2012 - Feb 1, 2013		-8.34%
Sep 2, 2020 - Oct 5, 2020
#13-8.26%
Apr 29, 2019 - Jul 2, 2019		-7.91%
Feb 18, 2011 - Mar 30, 2011
#14-7.99%
Jul 16, 2007 - Sep 19, 2007		-7.80%
Oct 29, 2025 - Jan 16, 2026
#15-7.30%
Sep 19, 2014 - Oct 31, 2014		-7.40%
Sep 2, 2021 - Oct 28, 2021

Correlation

Correlation between XLG and GRID is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2005 - 2026)

XLG vs GRID dividend yield comparison.

YearXLGGRID
20260.15%0.05%
20250.64%1.01%
20240.72%1.06%
20230.97%1.23%
20221.34%1.26%
20210.94%0.63%
20201.25%0.68%
20191.58%1.26%
20182.00%1.28%
20171.85%1.07%
20162.00%1.07%
20152.09%1.23%
20141.97%1.46%
20131.97%1.33%
20122.21%0.89%
20112.61%1.02%
20101.93%0.68%
20092.31%0.07%
20083.10%0.00%
20071.98%0.00%
20061.72%0.00%
20051.00%0.00%

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