AVSU vs. FTIF

Last updated Jun 4, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and FTIF (First Trust Bloomberg Inflation Sensitive Equity ETF) are both Large Cap Blend Equities funds - AVSU tracks the Russell 3000 Index while FTIF tracks the Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, AVSU returned 22.19%/yr vs 16.19%/yr for FTIF. A 0.67 correlation means they provide meaningful diversification when combined. AVSU charges 0.15%/yr vs 0.60%/yr for FTIF.

Performance

AVSU vs. FTIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVSU achieves a 14.85% return, which is significantly lower than FTIF's 25.81% return.

AVSU

• 1D: -0.43%
• 1M: 6.75%
• YTD: 14.85%
• 6M: 15.47%
• 1Y: 33.58%
• 3Y*: 22.19%
• 5Y*: —
• 10Y*: —

FTIF

• 1D: 0.65%
• 1M: 0.40%
• YTD: 25.81%
• 6M: 24.44%
• 1Y: 36.91%
• 3Y*: 16.19%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVSU vs. FTIF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVSU Avantis Responsible U.S. Equity ETF	14.85%	16.69%	19.16%	22.67%
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	25.81%	7.79%	0.50%	12.52%

Correlation

The correlation between AVSU and FTIF is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.52
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (All Time) Calculated using the full available price history since Mar 15, 2023	0.67

The correlation between AVSU and FTIF shifts across timeframes, from 0.52 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.

AVSU vs. FTIF - Sectors Allocation Comparison

Sectors	AVSU	FTIF
Technology	33.2%	4.1%
Financial Services	18.6%	-
Consumer Cyclical	13.1%	3.2%
Communication Services	11.0%	-
Healthcare	8.9%	-
Industrials	8.6%	16.5%
Consumer Defensive	5.0%	-
Basic Materials	1.1%	20.1%
Real Estate	0.3%	12.1%
Utilities	0.3%	-
Energy	0.0%	44.1%

Return for Risk

AVSU vs. FTIF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVSU

AVSU Risk / Return Rank: 75
AVSU Sharpe Ratio Rank: 77
AVSU Sortino Ratio Rank: 79
AVSU Omega Ratio Rank: 75
AVSU Calmar Ratio Rank: 68
AVSU Martin Ratio Rank: 78

FTIF

FTIF Risk / Return Rank: 81
FTIF Sharpe Ratio Rank: 77
FTIF Sortino Ratio Rank: 76
FTIF Omega Ratio Rank: 72
FTIF Calmar Ratio Rank: 93
FTIF Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVSU vs. FTIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AVSU	FTIF	Difference
Sharpe ratio: Return per unit of total volatility	2.52	2.48	+0.04
Sortino ratio: Return per unit of downside risk	3.54	3.41	+0.13
Omega ratio: Gain probability vs. loss probability	1.45	1.43	+0.02
Calmar ratio: Return relative to maximum drawdown	3.35	6.79	-3.44
Martin ratio: Return relative to average drawdown	15.23	20.14	-4.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVSU vs. FTIF - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.52, which is comparable to the FTIF Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of AVSU and FTIF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVSU	FTIF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	2.48	+0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	0.75	+0.05

Drawdowns

AVSU vs. FTIF - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum FTIF drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for AVSU and FTIF.

Drawdown Indicators

	AVSU	FTIF	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-27.83%	+6.16%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-5.46%	-4.60%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	-27.83%	+7.67%
Current Drawdown Current decline from peak	-0.43%	-0.50%	+0.07%
Average Drawdown Average peak-to-trough decline	-5.47%	-6.00%	+0.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	1.84%	+0.37%

Volatility

AVSU vs. FTIF - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) have volatilities of 3.87% and 4.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	FTIF	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	4.05%	-0.18%
Volatility (6M) Calculated over the trailing 6-month period	10.32%	10.55%	-0.23%
Volatility (1Y) Calculated over the trailing 1-year period	13.39%	15.00%	-1.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.87%	18.96%	-1.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.87%	18.96%	-1.09%

AVSU vs. FTIF - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than FTIF's 0.60% expense ratio.

Dividends

AVSU vs. FTIF - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, less than FTIF's 1.11% yield.

Position	TTM	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	0.87%	1.03%	1.22%	1.22%	0.99%
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	1.11%	1.45%	2.88%	1.55%	0.00%

Frequently Asked Questions

Can I hold both AVSU and FTIF in my portfolio?

AVSU and FTIF have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVSU or FTIF?

FTIF has higher volatility (4.05%) compared to AVSU (3.87%). In terms of maximum drawdown, AVSU dropped -21.67% vs FTIF's -27.83%.

Which ETF is better, AVSU or FTIF?

On 3-year performance, AVSU leads with 22.19% vs 16.19% for FTIF. On fees, AVSU is cheaper at 0.15% per year. On volatility, AVSU has been the lower-risk option at 3.87%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or FTIF?

Over the 3-year period, AVSU has performed better with a 22.19% return vs 16.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or FTIF?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.60% for FTIF.

Which ETF pays a higher dividend yield, AVSU or FTIF?

FTIF has the higher dividend yield at 1.11%, compared with 0.87% for AVSU.

What is the main difference between AVSU and FTIF?

AVSU tracks Russell 3000 Index, while FTIF tracks Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. They also come from different issuers: Avantis and First Trust. Their fees differ too: 0.15% for AVSU and 0.60% for FTIF.

Which has better risk-adjusted returns?

AVSU currently has the higher Sharpe Ratio (2.52 vs 2.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.