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BILT vs. FPWR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BILT vs. FPWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Infrastructure Active ETF (BILT) and First Trust EIP Power Solutions ETF (FPWR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with BILT having a 13.47% return and FPWR slightly lower at 13.27%.


BILT

1D
0.43%
1M
-0.78%
YTD
13.47%
6M
13.63%
1Y
3Y*
5Y*
10Y*

FPWR

1D
1.13%
1M
-1.54%
YTD
13.27%
6M
13.54%
1Y
21.29%
3Y*
17.95%
5Y*
12.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BILT vs. FPWR - Yearly Performance Comparison


Correlation

The correlation between BILT and FPWR is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 31, 2025

0.80

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Return for Risk

BILT vs. FPWR — Risk / Return Rank

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

BILT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


FPWR
FPWR Risk / Return Rank: 6767
Overall Rank
FPWR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FPWR Sortino Ratio Rank: 6666
Sortino Ratio Rank
FPWR Omega Ratio Rank: 5959
Omega Ratio Rank
FPWR Calmar Ratio Rank: 8282
Calmar Ratio Rank
FPWR Martin Ratio Rank: 6262
Martin Ratio Rank
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.

BILT vs. FPWR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Infrastructure Active ETF (BILT) and First Trust EIP Power Solutions ETF (FPWR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BILTFPWRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

4.26

Martin ratioReturn relative to average drawdown

10.74

BILT vs. FPWR - Sharpe Ratio Comparison


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Drawdowns

BILT vs. FPWR - Drawdown Comparison

The maximum BILT drawdown since its inception was -5.38%, smaller than the maximum FPWR drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for BILT and FPWR.


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Drawdown Indicators


BILTFPWRDifference

Max Drawdown

Largest peak-to-trough decline

-5.38%

-32.28%

+26.90%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

Max Drawdown (3Y)

Largest decline over 3 years

-14.68%

Max Drawdown (5Y)

Largest decline over 5 years

-19.88%

Current Drawdown

Current decline from peak

-1.42%

-2.69%

+1.27%

Average Drawdown

Average peak-to-trough decline

-1.44%

-4.98%

+3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

Volatility

BILT vs. FPWR - Volatility Comparison


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Volatility by Period


BILTFPWRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.56%

Volatility (6M)

Calculated over the trailing 6-month period

8.18%

Volatility (1Y)

Calculated over the trailing 1-year period

10.28%

10.57%

-0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.28%

14.21%

-3.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.28%

17.36%

-7.08%

BILT vs. FPWR - Expense Ratio Comparison

BILT has a 0.60% expense ratio, which is lower than FPWR's 0.96% expense ratio.


Dividends

BILT vs. FPWR - Dividend Comparison

BILT's dividend yield for the trailing twelve months is around 5.74%, more than FPWR's 1.81% yield.


PositionTTM2025202420232022202120202019
BILT
iShares Infrastructure Active ETF
5.74%0.99%0.00%0.00%0.00%0.00%0.00%0.00%
FPWR
First Trust EIP Power Solutions ETF
1.81%1.97%2.52%2.54%1.72%1.66%1.68%0.71%

Frequently Asked Questions


BILT and FPWR have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BILT is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BILT is cheaper with a 0.60% expense ratio, compared with 0.96% for FPWR.

BILT has the higher dividend yield at 5.74%, compared with 1.81% for FPWR.

They also come from different issuers: iShares and First Trust. Their fees differ too: 0.60% for BILT and 0.96% for FPWR.

Portfolio Optimizer

Find the right allocation for BILT and FPWR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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