FTAI vs. BULZ
Compare and contrast key facts about Fortress Transportation and Infrastructure Investors LLC (FTAI) and MicroSectors Solactive FANG & Innovation 3X Leveraged ETN (BULZ).
BULZ is a passively managed fund by BMO Financial Group that tracks the performance of the Solactive FANG Innovation. It was launched on Aug 17, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTAI or BULZ.
Key characteristics
| FTAI | BULZ | |
|---|---|---|
| YTD Return | 58.58% | 1.73% |
| 1Y Return | 174.31% | 171.74% |
| Sharpe Ratio | 5.49 | 2.46 |
| Daily Std Dev | 31.10% | 65.31% |
| Max Drawdown | -72.79% | -94.44% |
| Current Drawdown | -0.34% | -69.07% |
Correlation
The correlation between FTAI and BULZ is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FTAI vs. BULZ - Performance Comparison
In the year-to-date period, FTAI achieves a 58.58% return, which is significantly higher than BULZ's 1.73% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FTAI vs. BULZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Infrastructure Investors LLC (FTAI) and MicroSectors Solactive FANG & Innovation 3X Leveraged ETN (BULZ). 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.
Dividends
FTAI vs. BULZ - Dividend Comparison
FTAI's dividend yield for the trailing twelve months is around 1.64%, while BULZ has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTAI Fortress Transportation and Infrastructure Investors LLC | 1.64% | 2.59% | 6.97% | 4.56% | 5.63% | 6.76% | 9.21% | 6.62% | 9.93% | 4.26% |
BULZ MicroSectors Solactive FANG & Innovation 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTAI vs. BULZ - Drawdown Comparison
The maximum FTAI drawdown since its inception was -72.79%, smaller than the maximum BULZ drawdown of -94.44%. Use the drawdown chart below to compare losses from any high point for FTAI and BULZ. For additional features, visit the drawdowns tool.
Volatility
FTAI vs. BULZ - Volatility Comparison
The current volatility for Fortress Transportation and Infrastructure Investors LLC (FTAI) is 11.20%, while MicroSectors Solactive FANG & Innovation 3X Leveraged ETN (BULZ) has a volatility of 21.45%. This indicates that FTAI experiences smaller price fluctuations and is considered to be less risky than BULZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.