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FTIF vs. MGC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FTIF vs. MGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) and Vanguard Mega Cap ETF (MGC). The values are adjusted to include any dividend payments, if applicable.

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FTIF vs. MGC - Yearly Performance Comparison


2026 (YTD)202520242023
FTIF
First Trust Bloomberg Inflation Sensitive Equity ETF
19.63%7.79%0.50%12.52%
MGC
Vanguard Mega Cap ETF
-5.62%19.31%27.16%25.96%

Returns By Period

In the year-to-date period, FTIF achieves a 19.63% return, which is significantly higher than MGC's -5.62% return.


FTIF

1D
0.42%
1M
1.49%
YTD
19.63%
6M
23.49%
1Y
32.50%
3Y*
12.74%
5Y*
10Y*

MGC

1D
3.07%
1M
-4.82%
YTD
-5.62%
6M
-2.65%
1Y
18.56%
3Y*
19.64%
5Y*
12.23%
10Y*
14.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FTIF vs. MGC - Expense Ratio Comparison

FTIF has a 0.60% expense ratio, which is higher than MGC's 0.05% expense ratio.


Return for Risk

FTIF vs. MGC — Risk / Return Rank

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

FTIF
FTIF Risk / Return Rank: 7878
Overall Rank
FTIF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FTIF Sortino Ratio Rank: 7777
Sortino Ratio Rank
FTIF Omega Ratio Rank: 7979
Omega Ratio Rank
FTIF Calmar Ratio Rank: 7373
Calmar Ratio Rank
FTIF Martin Ratio Rank: 8282
Martin Ratio Rank

MGC
MGC Risk / Return Rank: 6666
Overall Rank
MGC Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
MGC Sortino Ratio Rank: 6363
Sortino Ratio Rank
MGC Omega Ratio Rank: 6666
Omega Ratio Rank
MGC Calmar Ratio Rank: 6868
Calmar Ratio Rank
MGC Martin Ratio Rank: 7474
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.

FTIF vs. MGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) and Vanguard Mega Cap ETF (MGC). 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.


FTIFMGCDifference

Sharpe ratio

Return per unit of total volatility

1.42

0.99

+0.43

Sortino ratio

Return per unit of downside risk

2.00

1.53

+0.47

Omega ratio

Gain probability vs. loss probability

1.31

1.23

+0.08

Calmar ratio

Return relative to maximum drawdown

1.93

1.61

+0.32

Martin ratio

Return relative to average drawdown

9.48

7.15

+2.34

FTIF vs. MGC - Sharpe Ratio Comparison

The current FTIF Sharpe Ratio is 1.42, which is higher than the MGC Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of FTIF and MGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FTIFMGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.42

0.99

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.55

+0.13

Correlation

The correlation between FTIF and MGC is 0.56, 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.


Dividends

FTIF vs. MGC - Dividend Comparison

FTIF's dividend yield for the trailing twelve months is around 1.17%, more than MGC's 1.02% yield.


TTM20252024202320222021202020192018201720162015
FTIF
First Trust Bloomberg Inflation Sensitive Equity ETF
1.17%1.45%2.88%1.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MGC
Vanguard Mega Cap ETF
1.02%0.93%1.15%1.35%1.65%1.17%1.45%1.81%2.10%1.83%2.14%2.11%

Drawdowns

FTIF vs. MGC - Drawdown Comparison

The maximum FTIF drawdown since its inception was -27.83%, smaller than the maximum MGC drawdown of -51.93%. Use the drawdown chart below to compare losses from any high point for FTIF and MGC.


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Drawdown Indicators


FTIFMGCDifference

Max Drawdown

Largest peak-to-trough decline

-27.83%

-51.93%

+24.10%

Max Drawdown (1Y)

Largest decline over 1 year

-17.27%

-11.93%

-5.34%

Max Drawdown (5Y)

Largest decline over 5 years

-25.74%

Max Drawdown (10Y)

Largest decline over 10 years

-33.07%

Current Drawdown

Current decline from peak

-0.57%

-7.08%

+6.51%

Average Drawdown

Average peak-to-trough decline

-6.28%

-7.12%

+0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

2.69%

+0.82%

Volatility

FTIF vs. MGC - Volatility Comparison

The current volatility for First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) is 4.25%, while Vanguard Mega Cap ETF (MGC) has a volatility of 5.48%. This indicates that FTIF experiences smaller price fluctuations and is considered to be less risky than MGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTIFMGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

5.48%

-1.23%

Volatility (6M)

Calculated over the trailing 6-month period

11.64%

9.84%

+1.80%

Volatility (1Y)

Calculated over the trailing 1-year period

22.96%

18.79%

+4.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.28%

17.26%

+2.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.28%

18.19%

+1.09%