PortfoliosLab logoPortfoliosLab logo
FAN vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FAN vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Global Wind Energy ETF (FAN) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FAN achieves a 23.74% return, which is significantly higher than RBIL's 2.31% return.


FAN

1D
2.05%
1M
-3.25%
YTD
23.74%
6M
24.17%
1Y
44.31%
3Y*
15.70%
5Y*
5.04%
10Y*
10.17%

RBIL

1D
-0.05%
1M
-0.20%
YTD
2.31%
6M
2.35%
1Y
3.95%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAN vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between FAN and RBIL is -0.15, 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

-0.15

Correlation (All Time)
Calculated using the full available price history since Feb 25, 2025

-0.14

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

FAN vs. RBIL — Risk / Return Rank

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

FAN
FAN Risk / Return Rank: 7171
Overall Rank
FAN Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FAN Sortino Ratio Rank: 6666
Sortino Ratio Rank
FAN Omega Ratio Rank: 6363
Omega Ratio Rank
FAN Calmar Ratio Rank: 8080
Calmar Ratio Rank
FAN Martin Ratio Rank: 7474
Martin Ratio Rank

RBIL
RBIL Risk / Return Rank: 9797
Overall Rank
RBIL Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RBIL Sortino Ratio Rank: 9797
Sortino Ratio Rank
RBIL Omega Ratio Rank: 9898
Omega Ratio Rank
RBIL Calmar Ratio Rank: 9595
Calmar Ratio Rank
RBIL Martin Ratio Rank: 9797
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.

FAN vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Global Wind Energy ETF (FAN) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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.


FANRBILDifference
Sharpe ratioReturn per unit of total volatility

-1.98

Sortino ratioReturn per unit of downside risk

-3.48

Omega ratioGain probability vs. loss probability

1.37

2.06

-0.70

Calmar ratioReturn relative to maximum drawdown

4.00

7.59

-3.58

Martin ratioReturn relative to average drawdown

13.49

44.07

-30.58

FAN vs. RBIL - Sharpe Ratio Comparison

The current FAN Sharpe Ratio is 2.20, which is lower than the RBIL Sharpe Ratio of 4.18. The chart below compares the historical Sharpe Ratios of FAN and RBIL, 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

FAN vs. RBIL - Drawdown Comparison

The maximum FAN drawdown since its inception was -79.94%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for FAN and RBIL.


Loading charts...

Drawdown Indicators


FANRBILDifference

Max Drawdown

Largest peak-to-trough decline

-79.94%

-0.52%

-79.42%

Max Drawdown (1Y)

Largest decline over 1 year

-11.13%

-0.52%

-10.61%

Max Drawdown (3Y)

Largest decline over 3 years

-24.46%

Max Drawdown (5Y)

Largest decline over 5 years

-38.45%

Max Drawdown (10Y)

Largest decline over 10 years

-46.29%

Current Drawdown

Current decline from peak

-6.98%

-0.51%

-6.47%

Average Drawdown

Average peak-to-trough decline

-45.08%

-0.07%

-45.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

0.09%

+3.20%

Volatility

FAN vs. RBIL - Volatility Comparison

First Trust Global Wind Energy ETF (FAN) has a higher volatility of 6.52% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that FAN's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FANRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.52%

0.36%

+6.16%

Volatility (6M)

Calculated over the trailing 6-month period

15.70%

0.85%

+14.85%

Volatility (1Y)

Calculated over the trailing 1-year period

20.26%

0.95%

+19.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.39%

1.07%

+20.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.07%

1.07%

+20.00%

FAN vs. RBIL - Expense Ratio Comparison

FAN has a 0.62% expense ratio, which is higher than RBIL's 0.17% expense ratio.


Dividends

FAN vs. RBIL - Dividend Comparison

FAN's dividend yield for the trailing twelve months is around 1.00%, less than RBIL's 4.38% yield.


PositionTTM20252024202320222021202020192018201720162015
FAN
First Trust Global Wind Energy ETF
1.00%1.35%1.52%1.71%1.50%1.79%0.84%2.42%2.67%2.59%6.04%2.35%
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.38%3.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FAN and RBIL have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FAN has higher volatility (6.52%) compared to RBIL (0.36%). In terms of maximum drawdown, FAN dropped -79.94% vs RBIL's -0.52%.

On 1-year performance, FAN leads with 44.31% vs 3.95% for RBIL. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FAN has performed better with a 44.31% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RBIL is cheaper with a 0.17% expense ratio, compared with 0.62% for FAN.

RBIL has the higher dividend yield at 4.38%, compared with 1.00% for FAN.

FAN is categorized as Alternative Energy Equities, while RBIL is Inflation-Protected Bonds. FAN tracks ISE Clean Edge Global Wind Energy Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: First Trust and F/m. Their fees differ too: 0.62% for FAN and 0.17% for RBIL.

RBIL currently has the higher Sharpe Ratio (4.18 vs 2.20), 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 FAN and RBIL

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