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

Performance

FIAX vs. FAAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicholas Fixed Income Alternative ETF (FIAX) 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, FIAX achieves a 1.15% return, which is significantly lower than FAAR's 20.23% return.


FIAX

1D
-0.34%
1M
0.36%
YTD
1.15%
6M
1.00%
1Y
4.63%
3Y*
3.29%
5Y*
10Y*

FAAR

1D
-0.05%
1M
-4.34%
YTD
20.23%
6M
19.92%
1Y
26.86%
3Y*
10.91%
5Y*
7.89%
10Y*
4.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIAX vs. FAAR - Yearly Performance Comparison


2026 (YTD)2025202420232022
FIAX
Nicholas Fixed Income Alternative ETF
1.15%2.33%4.67%3.44%-0.37%
FAAR
First Trust Alternative Absolute Return Strategy ETF
20.23%8.07%5.97%-5.63%2.23%

Correlation

The correlation between FIAX and FAAR is -0.17, 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

-0.17

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

-0.01

Correlation (All Time)
Calculated using the full available price history since Nov 30, 2022

-0.01

The correlation between FIAX and FAAR shifts across timeframes, from -0.17 (1 year) to -0.01 (all time), 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

FIAX vs. FAAR — Risk / Return Rank

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

FIAX
FIAX Risk / Return Rank: 3636
Overall Rank
FIAX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
FIAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
FIAX Omega Ratio Rank: 3131
Omega Ratio Rank
FIAX Calmar Ratio Rank: 4040
Calmar Ratio Rank
FIAX Martin Ratio Rank: 4444
Martin Ratio Rank

FAAR
FAAR Risk / Return Rank: 7070
Overall Rank
FAAR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FAAR Sortino Ratio Rank: 6565
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.

FIAX vs. FAAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicholas Fixed Income Alternative ETF (FIAX) 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.


FIAXFAARDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-1.23

Omega ratioGain probability vs. loss probability

1.21

1.35

-0.14

Calmar ratioReturn relative to maximum drawdown

1.94

4.75

-2.81

Martin ratioReturn relative to average drawdown

7.05

14.70

-7.65

FIAX vs. FAAR - Sharpe Ratio Comparison

The current FIAX Sharpe Ratio is 1.12, which is lower than the FAAR Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of FIAX 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

FIAX vs. FAAR - Drawdown Comparison

The maximum FIAX drawdown since its inception was -6.26%, smaller than the maximum FAAR drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for FIAX and FAAR.


Loading charts...

Drawdown Indicators


FIAXFAARDifference

Max Drawdown

Largest peak-to-trough decline

-6.26%

-18.03%

+11.77%

Max Drawdown (1Y)

Largest decline over 1 year

-2.40%

-5.68%

+3.28%

Max Drawdown (3Y)

Largest decline over 3 years

-6.26%

-11.54%

+5.28%

Max Drawdown (5Y)

Largest decline over 5 years

-18.03%

Max Drawdown (10Y)

Largest decline over 10 years

-18.03%

Current Drawdown

Current decline from peak

-0.46%

-5.43%

+4.97%

Average Drawdown

Average peak-to-trough decline

-0.85%

-7.82%

+6.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

1.89%

-1.23%

Volatility

FIAX vs. FAAR - Volatility Comparison

The current volatility for Nicholas Fixed Income Alternative ETF (FIAX) is 0.81%, while First Trust Alternative Absolute Return Strategy ETF (FAAR) has a volatility of 2.47%. This indicates that FIAX experiences smaller price fluctuations and is considered to be less risky than FAAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FIAXFAARDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.81%

2.47%

-1.66%

Volatility (6M)

Calculated over the trailing 6-month period

3.41%

9.68%

-6.27%

Volatility (1Y)

Calculated over the trailing 1-year period

4.15%

13.37%

-9.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.03%

12.95%

-8.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.03%

11.53%

-7.50%

FIAX vs. FAAR - Expense Ratio Comparison

FIAX has a 1.04% expense ratio, which is higher than FAAR's 0.95% expense ratio.


Dividends

FIAX vs. FAAR - Dividend Comparison

FIAX's dividend yield for the trailing twelve months is around 8.23%, less than FAAR's 9.57% yield.


PositionTTM202520242023202220212020201920182017
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%
FIAX
Nicholas Fixed Income Alternative ETF
8.23%8.17%8.11%4.81%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FIAX and FAAR have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FAAR has higher volatility (2.47%) compared to FIAX (0.81%). In terms of maximum drawdown, FIAX dropped -6.26% vs FAAR's -18.03%.

On 3-year performance, FAAR leads with 10.91% vs 3.29% for FIAX. On fees, FAAR is cheaper at 0.95% per year. On volatility, FIAX has been the lower-risk option at 0.81%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FAAR has performed better with a 10.91% return vs 3.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FAAR is cheaper with a 0.95% expense ratio, compared with 1.04% for FIAX.

FAAR has the higher dividend yield at 9.57%, compared with 8.23% for FIAX.

FIAX is categorized as Nontraditional Bonds, while FAAR is Commodities. They also come from different issuers: Nicholas and First Trust. Their fees differ too: 1.04% for FIAX and 0.95% for FAAR.

FAAR currently has the higher Sharpe Ratio (2.02 vs 1.12), 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 FIAX 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