PortfoliosLab logoPortfoliosLab logo
DJD vs. FAAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DJD vs. FAAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dow Jones Industrial Average Dividend ETF (DJD) and First Trust Alternative Absolute Return Strategy ETF (FAAR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DJD achieves a 10.48% return, which is significantly lower than FAAR's 20.28% return. Over the past 10 years, DJD has outperformed FAAR with an annualized return of 12.22%, while FAAR has yielded a comparatively lower 4.74% annualized return.


DJD

1D
-0.48%
1M
0.71%
YTD
10.48%
6M
11.05%
1Y
24.57%
3Y*
16.39%
5Y*
11.20%
10Y*
12.22%

FAAR

1D
0.31%
1M
-4.57%
YTD
20.28%
6M
20.86%
1Y
26.92%
3Y*
10.85%
5Y*
8.03%
10Y*
4.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DJD vs. FAAR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DJD
Invesco Dow Jones Industrial Average Dividend ETF
10.48%15.83%13.66%9.41%-0.73%22.40%0.87%22.00%0.03%21.65%
FAAR
First Trust Alternative Absolute Return Strategy ETF
20.28%8.07%5.97%-5.63%10.15%12.34%8.60%-1.28%-9.17%5.00%

Correlation

The correlation between DJD and FAAR is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since May 23, 2016

0.09

The correlation between DJD and FAAR shifts across timeframes, from -0.11 (1 year) to 0.09 (10 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DJD vs. FAAR — Risk / Return Rank

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

DJD
DJD Risk / Return Rank: 8080
Overall Rank
DJD Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
DJD Sortino Ratio Rank: 8686
Sortino Ratio Rank
DJD Omega Ratio Rank: 7676
Omega Ratio Rank
DJD Calmar Ratio Rank: 8484
Calmar Ratio Rank
DJD Martin Ratio Rank: 7272
Martin Ratio Rank

FAAR
FAAR Risk / Return Rank: 7171
Overall Rank
FAAR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FAAR Sortino Ratio Rank: 6666
Sortino Ratio Rank
FAAR Omega Ratio Rank: 5858
Omega Ratio Rank
FAAR Calmar Ratio Rank: 8787
Calmar Ratio Rank
FAAR Martin Ratio Rank: 7878
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.

DJD vs. FAAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dow Jones Industrial Average Dividend ETF (DJD) and First Trust Alternative Absolute Return Strategy ETF (FAAR). 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.


DJDFAARDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

+0.76

Omega ratioGain probability vs. loss probability

1.42

1.34

+0.08

Calmar ratioReturn relative to maximum drawdown

4.38

4.72

-0.33

Martin ratioReturn relative to average drawdown

12.91

14.40

-1.49

DJD vs. FAAR - Sharpe Ratio Comparison

The current DJD Sharpe Ratio is 2.41, which is comparable to the FAAR Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of DJD and FAAR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DJD vs. FAAR - Drawdown Comparison

The maximum DJD drawdown since its inception was -34.66%, which is greater than FAAR's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for DJD and FAAR.


Loading charts...

Drawdown Indicators


DJDFAARDifference

Max Drawdown

Largest peak-to-trough decline

-34.66%

-18.03%

-16.63%

Max Drawdown (1Y)

Largest decline over 1 year

-5.64%

-5.68%

+0.04%

Max Drawdown (3Y)

Largest decline over 3 years

-12.28%

-11.54%

-0.74%

Max Drawdown (5Y)

Largest decline over 5 years

-19.94%

-18.03%

-1.91%

Max Drawdown (10Y)

Largest decline over 10 years

-34.66%

-18.03%

-16.63%

Current Drawdown

Current decline from peak

-1.74%

-5.39%

+3.65%

Average Drawdown

Average peak-to-trough decline

-3.73%

-7.83%

+4.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

1.87%

+0.04%

Volatility

DJD vs. FAAR - Volatility Comparison

Invesco Dow Jones Industrial Average Dividend ETF (DJD) has a higher volatility of 2.98% compared to First Trust Alternative Absolute Return Strategy ETF (FAAR) at 2.50%. This indicates that DJD's price experiences larger fluctuations and is considered to be riskier than FAAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DJDFAARDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.98%

2.50%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

7.47%

9.71%

-2.24%

Volatility (1Y)

Calculated over the trailing 1-year period

10.25%

13.36%

-3.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.33%

12.95%

+0.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.64%

11.53%

+5.11%

DJD vs. FAAR - Expense Ratio Comparison

DJD has a 0.07% expense ratio, which is lower than FAAR's 0.95% expense ratio.


Dividends

DJD vs. FAAR - Dividend Comparison

DJD's dividend yield for the trailing twelve months is around 2.43%, less than FAAR's 9.57% yield.


PositionTTM20252024202320222021202020192018201720162015
DJD
Invesco Dow Jones Industrial Average Dividend ETF
2.43%2.62%3.00%3.49%3.16%2.82%3.47%2.80%2.66%2.75%2.46%0.08%
FAAR
First Trust Alternative Absolute Return Strategy ETF
9.57%11.63%3.45%3.20%5.82%6.49%3.05%1.02%0.58%2.83%0.00%0.00%

Frequently Asked Questions


DJD and FAAR have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DJD has higher volatility (2.98%) compared to FAAR (2.50%). In terms of maximum drawdown, DJD dropped -34.66% vs FAAR's -18.03%.

On 10-year performance, DJD leads with 12.22% vs 4.74% for FAAR. On fees, DJD is cheaper at 0.07% per year. On volatility, FAAR has been the lower-risk option at 2.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DJD has performed better with a 12.22% return vs 4.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DJD is cheaper with a 0.07% expense ratio, compared with 0.95% for FAAR.

FAAR has the higher dividend yield at 9.57%, compared with 2.43% for DJD.

DJD is categorized as Large Cap Value Equities, while FAAR is Commodities. They also come from different issuers: Invesco and First Trust. Their fees differ too: 0.07% for DJD and 0.95% for FAAR.

DJD currently has the higher Sharpe Ratio (2.41 vs 2.01), 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.

Portfolio Optimizer

Find the right allocation for DJD and FAAR

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

Open Portfolio Optimizer