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FAI vs. AIRR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FAI vs. AIRR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Bloomberg Artificial Intelligence ETF (FAI) and First Trust RBA American Industrial Renaissance ETF (AIRR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FAI achieves a 39.08% return, which is significantly higher than AIRR's 31.77% return.


FAI

1D
-1.21%
1M
21.45%
YTD
39.08%
6M
37.64%
1Y
76.77%
3Y*
5Y*
10Y*

AIRR

1D
0.54%
1M
3.36%
YTD
31.77%
6M
31.32%
1Y
65.82%
3Y*
37.10%
5Y*
25.40%
10Y*
21.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAI vs. AIRR - Yearly Performance Comparison


Correlation

The correlation between FAI and AIRR is 0.53, 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

0.53

Correlation (All Time)
Calculated using the full available price history since Nov 22, 2024

0.62

The correlation between FAI and AIRR has been stable across timeframes, ranging from 0.53 to 0.62 - a consistent structural relationship.

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Return for Risk

FAI vs. AIRR — Risk / Return Rank

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

FAI
FAI Risk / Return Rank: 8282
Overall Rank
FAI Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FAI Sortino Ratio Rank: 8484
Sortino Ratio Rank
FAI Omega Ratio Rank: 8383
Omega Ratio Rank
FAI Calmar Ratio Rank: 8080
Calmar Ratio Rank
FAI Martin Ratio Rank: 7272
Martin Ratio Rank

AIRR
AIRR Risk / Return Rank: 7878
Overall Rank
AIRR Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
AIRR Sortino Ratio Rank: 7373
Sortino Ratio Rank
AIRR Omega Ratio Rank: 6767
Omega Ratio Rank
AIRR Calmar Ratio Rank: 8787
Calmar Ratio Rank
AIRR Martin Ratio Rank: 8686
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.

FAI vs. AIRR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Artificial Intelligence ETF (FAI) and First Trust RBA American Industrial Renaissance ETF (AIRR). 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.


FAIAIRRDifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.49

1.41

+0.08

Calmar ratioReturn relative to maximum drawdown

4.10

5.05

-0.96

Martin ratioReturn relative to average drawdown

13.35

18.68

-5.33

FAI vs. AIRR - Sharpe Ratio Comparison

The current FAI Sharpe Ratio is 3.16, which is comparable to the AIRR Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of FAI and AIRR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FAIAIRRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.16

2.61

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

1.76

0.67

+1.09

Drawdowns

FAI vs. AIRR - Drawdown Comparison

The maximum FAI drawdown since its inception was -27.82%, smaller than the maximum AIRR drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for FAI and AIRR.


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Drawdown Indicators


FAIAIRRDifference

Max Drawdown

Largest peak-to-trough decline

-27.82%

-42.37%

+14.55%

Max Drawdown (1Y)

Largest decline over 1 year

-18.84%

-13.09%

-5.75%

Max Drawdown (3Y)

Largest decline over 3 years

-27.95%

Max Drawdown (5Y)

Largest decline over 5 years

-27.95%

Max Drawdown (10Y)

Largest decline over 10 years

-42.37%

Current Drawdown

Current decline from peak

-1.21%

-1.86%

+0.65%

Average Drawdown

Average peak-to-trough decline

-5.31%

-7.43%

+2.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.77%

3.53%

+2.24%

Volatility

FAI vs. AIRR - Volatility Comparison

First Trust Bloomberg Artificial Intelligence ETF (FAI) and First Trust RBA American Industrial Renaissance ETF (AIRR) have volatilities of 8.24% and 7.87%, 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.


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Volatility by Period


FAIAIRRDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.24%

7.87%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

19.31%

19.82%

-0.51%

Volatility (1Y)

Calculated over the trailing 1-year period

24.40%

25.40%

-1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.89%

25.29%

+4.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.89%

26.29%

+3.60%

FAI vs. AIRR - Expense Ratio Comparison

FAI has a 0.65% expense ratio, which is lower than AIRR's 0.70% expense ratio.


Dividends

FAI vs. AIRR - Dividend Comparison

FAI has not paid dividends to shareholders, while AIRR's dividend yield for the trailing twelve months is around 0.13%.


PositionTTM20252024202320222021202020192018201720162015
AIRR
First Trust RBA American Industrial Renaissance ETF
0.13%0.19%0.18%0.23%0.12%0.05%0.10%0.20%0.43%0.30%0.08%0.47%
FAI
First Trust Bloomberg Artificial Intelligence ETF
0.00%0.00%0.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FAI and AIRR have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FAI has higher volatility (8.24%) compared to AIRR (7.87%). In terms of maximum drawdown, FAI dropped -27.82% vs AIRR's -42.37%.

On 1-year performance, FAI leads with 76.77% vs 65.82% for AIRR. On fees, FAI is cheaper at 0.65% per year. On volatility, AIRR has been the lower-risk option at 7.87%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FAI has performed better with a 76.77% return vs 65.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FAI is cheaper with a 0.65% expense ratio, compared with 0.70% for AIRR.

AIRR has the higher dividend yield at 0.13%, compared with 0.00% for FAI.

FAI is categorized as Technology Equities, while AIRR is Building & Construction. FAI tracks Bloomberg Artificial Intelligence Index, while AIRR tracks Richard Bernstein Advisors American Industrial Renaissance (TR). Their fees differ too: 0.65% for FAI and 0.70% for AIRR.

FAI currently has the higher Sharpe Ratio (3.16 vs 2.61), 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

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