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First TrustNatural ResourcesFTRI · Nasdaq

First Trust Indxx Global Natural Resources Income ETF (FTRI)

Price
$18.24
11 Sept 2026
Assets
$130.8M
Total net assets
Expense ratio
0.70%
Category 0.87%
Yield
1.89%
Trailing distributions
3Y CAGR
15.9%+1.9%
Category 14.0%
5Y CAGR
11.2%+3.2%
Category 8.0%
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First Trust Indxx Global Natural Resources Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+3.9%+8.1%+2.5%+17.6%+21.9%+15.9%+11.2%+10.7%+0.7%
Natural Resources average-1.6%-1.6%3.0%12.3%28.5%14.0%8.0%11.3%11.7%
Difference+5.5%+9.6%-0.5%+5.2%-6.6%+1.9%+3.2%-0.6%-11.0%

Holdings

The 10 largest positions make up 59.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ABX.TOBarrick Mining Corp10.55%
TTE.PATotalEnergies SE9.13%
AUAnglogold Ashanti PLC8.04%
EOAN.DEE.ON SE6.52%
GFIGold Fields Ltd ADR5.47%
NTR.TONutrien Ltd5.16%
VIE.PAVeolia Environnement SA3.96%
02899Zijin Mining Group Co Ltd Class H3.87%
AWKAmerican Water Works Co Inc3.85%
CFCF Industries Holdings Inc2.84%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
13.4
P/B
2.1
P/S
1.3
P/CF
7.4

Sector allocation

Share of the equity the fund holds.

50.8%Materials7 sectors
  1. Materials50.8%
  2. Utilities22.1%
  3. Energy17.4%
  4. Industrials4.0%
  5. Consumer staples3.0%
  6. Real estate2.4%
  7. Consumer discretionary0.2%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
First Trust
Category
Equity · Natural Resources
Ticker
FTRI
Exchange
Nasdaq
Inception
11 Mar 2010 (16.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.70% (category 0.87%)
Holdings turnover
41% (category 44%)
Distribution yield
1.89%
Beta, 3 years
0.46
Total net assets
$130.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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