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FJP vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FJP vs. RBIL - Performance Comparison

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

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Returns By Period

In the year-to-date period, FJP achieves a 14.28% return, which is significantly higher than RBIL's 2.70% return.


FJP

1D
0.00%
1M
2.90%
YTD
14.28%
6M
15.85%
1Y
33.53%
3Y*
21.60%
5Y*
10.81%
10Y*
7.48%

RBIL

1D
0.06%
1M
0.38%
YTD
2.70%
6M
2.79%
1Y
4.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FJP vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between FJP and RBIL is -0.21, 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

-0.21

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2025

-0.12

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Return for Risk

FJP vs. RBIL — Risk / Return Rank

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

FJP
FJP Risk / Return Rank: 4646
Overall Rank
FJP Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FJP Sortino Ratio Rank: 4646
Sortino Ratio Rank
FJP Omega Ratio Rank: 4646
Omega Ratio Rank
FJP Calmar Ratio Rank: 4747
Calmar Ratio Rank
FJP Martin Ratio Rank: 4444
Martin Ratio Rank

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

FJP vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Japan AlphaDEX Fund (FJP) 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.


FJPRBILDifference
Sharpe ratioReturn per unit of total volatility

-3.38

Sortino ratioReturn per unit of downside risk

-5.64

Omega ratioGain probability vs. loss probability

1.29

2.39

-1.10

Calmar ratioReturn relative to maximum drawdown

2.33

17.00

-14.66

Martin ratioReturn relative to average drawdown

7.20

70.66

-63.46

FJP vs. RBIL - Sharpe Ratio Comparison

The current FJP Sharpe Ratio is 1.63, which is lower than the RBIL Sharpe Ratio of 5.01. The chart below compares the historical Sharpe Ratios of FJP 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.


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Sharpe Ratios by Period


FJPRBILDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.63

5.01

-3.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

4.28

-3.95

Drawdowns

FJP vs. RBIL - Drawdown Comparison

The maximum FJP drawdown since its inception was -41.51%, which is greater than RBIL's maximum drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for FJP and RBIL.


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Drawdown Indicators


FJPRBILDifference

Max Drawdown

Largest peak-to-trough decline

-41.51%

-0.50%

-41.01%

Max Drawdown (1Y)

Largest decline over 1 year

-14.43%

-0.27%

-14.16%

Max Drawdown (3Y)

Largest decline over 3 years

-17.02%

Max Drawdown (5Y)

Largest decline over 5 years

-31.88%

Max Drawdown (10Y)

Largest decline over 10 years

-41.51%

Current Drawdown

Current decline from peak

-6.34%

0.00%

-6.34%

Average Drawdown

Average peak-to-trough decline

-11.46%

-0.06%

-11.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.67%

0.07%

+4.60%

Volatility

FJP vs. RBIL - Volatility Comparison

First Trust Japan AlphaDEX Fund (FJP) has a higher volatility of 6.51% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.30%. This indicates that FJP'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.


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Volatility by Period


FJPRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

0.30%

+6.21%

Volatility (6M)

Calculated over the trailing 6-month period

16.87%

0.79%

+16.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.70%

0.92%

+19.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.35%

1.05%

+19.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.88%

1.05%

+17.83%

FJP vs. RBIL - Expense Ratio Comparison

FJP has a 0.80% expense ratio, which is higher than RBIL's 0.17% expense ratio.


Dividends

FJP vs. RBIL - Dividend Comparison

FJP's dividend yield for the trailing twelve months is around 2.49%, less than RBIL's 4.60% yield.


PositionTTM20252024202320222021202020192018201720162015
FJP
First Trust Japan AlphaDEX Fund
2.49%2.68%3.18%3.49%2.21%2.43%0.99%2.80%1.54%1.29%1.46%0.85%
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.60%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


FJP and RBIL have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FJP has higher volatility (6.51%) compared to RBIL (0.30%). In terms of maximum drawdown, FJP dropped -41.51% vs RBIL's -0.50%.

On 1-year performance, FJP leads with 33.53% vs 4.57% for RBIL. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FJP has performed better with a 33.53% return vs 4.57%. 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 0.80% for FJP.

RBIL has the higher dividend yield at 4.60%, compared with 2.49% for FJP.

FJP is categorized as Japan Equities, while RBIL is Inflation-Protected Bonds. FJP tracks NASDAQ AlphaDEX Japan 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: 0.80% for FJP and 0.17% for RBIL.

RBIL currently has the higher Sharpe Ratio (5.01 vs 1.63), 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.

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