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FTRI vs IGE

First Trust Indxx Global Natural Resources Income ETF

FTRIDNasdaq

iShares North American Natural Resources ETF

IGEACboe

Overlap

Expense ratio

IGE −0.33pt a year

FTRI0.70%IGE0.37%

Avg volume · 30D

IGE 4.6×the volume

FTRI30.7KIGE142K

10Y return · a year

IGE +0.3pt

FTRI+9.9%IGE+10.2%

FTRI vs IGE Performance

Nov 3, 2021 – Nov 3, 2026

+63.5%FTRI+128.2%IGE

Nov 3, 2021 to Nov 3, 2026. FTRI +63.5%. IGE +128.2%. Use the arrow keys to read each point.0%25%100%Nov 2021May 2024Nov 2026
Expense ratio
FTRI 0.70%
IGE 0.37%, better
Fund size
FTRI $114M
IGE $818M
1Y total return
FTRI +15.0%
IGE +37.8%, better
Yield (12M)
FTRI 2.13%, better
IGE 1.87%
Holdings
FTRI 56
IGE 153
Avg volume (30D)
FTRI 30.7K sh
IGE 142K sh, better
NAV per share
FTRI $16.80
IGE $64.94
52W range

ETF.net Grade

FTRI: Cost 16, Risk 36, Mission not scored, Tradability 38, Holdings 29, Durability 63. IGE: Cost 91, Risk 60, Mission not scored, Tradability 85, Holdings 37, Durability 79.
Pillar letters and Scores for FTRI, IGE, with each pillar’s weight
PillarFTRIIGE
Cost30% weightF16A91Higher
Mission25% weightNot scoredNot scored
Risk15% weightD36B60Higher
Tradability15% weightD38A85Higher
Holdings10% weightD29D37Higher
Durability5% weightB63A79Higher

Rank among Natural Resources funds

Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. FTRI and IGE are both graded against the same 14 Natural Resources funds, so their Grades compare head to head.

Natural Resources⁠

Category · 14 funds
See all 14 ›

IGE ranks 2nd and FTRI 12th of 14 funds in the Natural Resources Category.

  1. Rank 1AGNRState Street SPDR S&P Global Natural Resources ETFScore 76
  2. Rank 2AIGEiShares North American Natural Resources ETFScore 75
  3. Rank 2ANANRState Street SPDR S&P North American Natural Resources ETFScore 75
  4. Rank 11DMGNRAmerican Beacon GLG Natural Resources ETFScore 30
  5. Rank 12DFTRIFirst Trust Indxx Global Natural Resources Income ETFScore 29
  6. Rank 13FPWERNomura Energy Transition ETFScore 18
  7. MLPINot yet graded

Our read on each fund

ETF.net Research

FTRIDFirst Trust Indxx Global Natural Resources Income ETF

IGEAiShares North American Natural Resources ETF

In short

FTRI Plenty of natural resources funds just own the biggest miners and drillers. FTRI's index is built around income from resource companies worldwide, roughly 60 of them, and it distributes quarterly. Trading since 2010.

IGE A 2001-vintage way to own the stuff the economy digs up and drills for: US and Canadian energy, metals, miners and timber in one market-cap-weighted basket, priced below the natural-resources average.

Stated mandate

FTRI The Fund seeks to track, before fees and expenses, the price and yield performance of the Indxx Global Natural Resources Income Index.

IGE The fund seeks to follow an index representing North American equities in the natural-resources sector.

Why people hold it

  • FTRI Income sits in the mandate, not off to the side: it tracks the Indxx Global Natural Resources Income Index and pays on a quarterly schedule.ftportfolios.com
  • Genuinely global reach. Two of the category's best-known funds, IGE and NANR, stop at North America.ftportfolios.com
  • Live since 2010, so the strategy has traded through a full commodity cycle instead of launching into one.
  • IGE Launched in October 2001, one of the longest-running natural-resources ETFs on the tape, with several full commodity cycles behind it.investing.com
  • 0.37% a year sits under the natural-resources cohort median of 0.41%, and well under GUNR's 0.47%.
  • About 150 names spanning oil and gas, metals and mining, and paper and forest products, so it reaches past the usual oil-major shortlist.investing.com
  • Plain index tracking from iShares, distributions paid quarterly, and one of the stronger builds in its natural-resources peer group.ishares.com

Worth knowing

  • FTRI At 0.70% a year it costs roughly double the category's index anchors, such as GNR at 0.40% and IGE at 0.37%.
  • Thinly traded next to the category's giants, so spreads can widen and limit orders carry more weight.
  • An income-tilted basket of about 60 resource names leans on payouts that rise and fall with commodity prices, and it sits behind the cheaper, busier funds in the group.
  • IGE North America only. GNR and GUNR cast a global net, which picks up large overseas miners this one leaves on the table.
  • Market-cap weighting hands the largest energy names the heaviest slots, and the basket rides the commodity cycle in both directions.
  • Mid-sized and moderately traded rather than a mega-liquid giant, so spreads deserve a look on larger orders.

Full FTRI profile⁠

Full IGE profile⁠

FTRI vs IGE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

FTRI vs IGE Cost

Overpaying FTRI vs IGE

$6,093

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • FTRI 0.70%

    $13,606

  • IGE 0.37%

    $7,513

$10,000
30 years

Cost over time

  • FTRI 0.70%
  • IGE 0.37%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530FTRI $13,606IGE $7,513

Year by year

YearFTRIIGEOverpaying
10$1,250$670$580
20$4,760$2,590$2,170
30$13,606$7,513$6,093

Expense ratio

  • 0.70%FTRI
  • 0.37%IGE, cheaper
  • Middle half of Natural Resources funds
  • Median 0.46%

IGE 2nd cheapest of 14 funds

FTRI 12th cheapest of 14 funds

FTRI vs IGE Dividends

Last 12 months to Nov 3, 2026
Yield (12M)
FTRI 2.13%, better
IGE 1.87%
Payout (12M)
FTRI $0.35
IGE $1.20
Last payment
FTRI $0.08
IGE $0.32
Ex-dividend
FTRI Sep 24, 2026
IGE Sep 15, 2026
Paid on
FTRI Sep 30, 2026
IGE Sep 18, 2026
Frequency
FTRI Quarterly
IGE Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

FTRIQuarterly · 39 paymentsAll FTRI payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 23, 2017 $0.05; Jun 22, 2017 $0.14; Sep 21, 2017 $0.13; Dec 21, 2017 $0.13; Mar 22, 2018 $0.06; Jun 21, 2018 $0.16; Sep 14, 2018 $0.11; Dec 18, 2018 $0.13; Mar 21, 2019 $0.20; Jun 14, 2019 $0.16; Sep 25, 2019 $0.20; Dec 13, 2019 $0.22; Mar 26, 2020 $0.08; Jun 25, 2020 $0.14; Sep 24, 2020 $0.13; Dec 24, 2020 $0.07; Mar 25, 2021 $0.14; Jun 24, 2021 $0.06; Sep 23, 2021 $0.42; Dec 23, 2021 $0.29; Mar 25, 2022 $0.24; Jun 24, 2022 $0.28; Sep 23, 2022 $0.45; Dec 23, 2022 $0.19; Mar 24, 2023 $0.16; Jun 27, 2023 $0.28; Sep 22, 2023 $0.15; Dec 22, 2023 $0.27; Mar 21, 2024 $0.06; Jun 27, 2024 $0.19; Sep 26, 2024 $0.16; Dec 13, 2024 $0.10; Mar 27, 2025 $0.03; Jun 26, 2025 $0.15; Sep 25, 2025 $0.08; Dec 12, 2025 $0.11; Mar 26, 2026 $0.07; Jun 25, 2026 $0.09; Sep 24, 2026 $0.08. Use the arrow keys to read each point.$0$12017202020232026YTD
IGEQuarterly · 39 paymentsAll IGE payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 24, 2017 $0.13; Jun 27, 2017 $0.15; Sep 26, 2017 $0.30; Dec 19, 2017 $0.17; Mar 22, 2018 $0.15; Jun 26, 2018 $0.17; Sep 26, 2018 $0.18; Dec 17, 2018 $0.24; Mar 20, 2019 $0.16; Jun 17, 2019 $0.22; Sep 24, 2019 $0.21; Dec 16, 2019 $1.08; Mar 25, 2020 $0.20; Jun 15, 2020 $0.17; Sep 23, 2020 $0.21; Dec 14, 2020 $0.20; Mar 25, 2021 $0.24; Jun 10, 2021 $0.17; Sep 24, 2021 $0.27; Dec 13, 2021 $0.24; Mar 24, 2022 $0.22; Jun 9, 2022 $0.23; Sep 26, 2022 $0.42; Dec 13, 2022 $0.33; Mar 23, 2023 $0.29; Jun 7, 2023 $0.23; Sep 26, 2023 $0.32; Dec 20, 2023 $0.32; Mar 21, 2024 $0.22; Jun 11, 2024 $0.27; Sep 25, 2024 $0.32; Dec 17, 2024 $0.27; Mar 18, 2025 $0.24; Jun 16, 2025 $0.27; Sep 16, 2025 $0.30; Dec 16, 2025 $0.36; Mar 17, 2026 $0.24; Jun 15, 2026 $0.29; Sep 15, 2026 $0.32. Use the arrow keys to read each point.$0$12017202020232026YTD

FTRI vs IGE Risk

Fall from peak · 5 years

  • FTRI
  • IGE
Nov 3, 2021 to Nov 3, 2026. Worst fall: FTRI −27.5% · Jul 2022. Use the arrow keys to read each point.−30%−20%−10%0%Nov 2021May 2024Nov 2026

Risk facts

VolatilityStd dev, 3 years
FTRI 17.3%, betterIGE 17.9%
Return per unit of riskSharpe ratio, 3 years
FTRI 0.62IGE 0.93, better
Worst fallMax drawdown, 5 years
FTRI −27.5%IGE −25.7%, better
Market sensitivityBeta, 5 years
FTRI 0.51IGE 0.30

Popular comparisons

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