FTRI vs. SWAN
Compare and contrast key facts about First Trust Indxx Global Natural Resources Income ETF (FTRI) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN).
FTRI and SWAN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTRI is a passively managed fund by First Trust that tracks the performance of the Indxx Global Natural Resources Income Index. It was launched on Mar 11, 2010. SWAN is a passively managed fund by Amplify Investments that tracks the performance of the S-Network BlackSwan Core Index. It was launched on Nov 6, 2018. Both FTRI and SWAN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRI or SWAN.
Correlation
The correlation between FTRI and SWAN is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTRI vs. SWAN - Performance Comparison
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Key characteristics
FTRI:
0.03
SWAN:
0.80
FTRI:
0.14
SWAN:
1.33
FTRI:
1.02
SWAN:
1.16
FTRI:
0.00
SWAN:
0.62
FTRI:
0.02
SWAN:
2.74
FTRI:
6.05%
SWAN:
3.79%
FTRI:
19.62%
SWAN:
11.38%
FTRI:
-79.58%
SWAN:
-31.04%
FTRI:
-47.34%
SWAN:
-7.59%
Returns By Period
In the year-to-date period, FTRI achieves a 12.02% return, which is significantly higher than SWAN's 1.41% return.
FTRI
12.02%
3.31%
6.82%
-0.09%
14.52%
1.45%
SWAN
1.41%
6.03%
0.52%
9.23%
2.86%
N/A
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FTRI vs. SWAN - Expense Ratio Comparison
FTRI has a 0.70% expense ratio, which is higher than SWAN's 0.49% expense ratio.
Risk-Adjusted Performance
FTRI vs. SWAN — Risk-Adjusted Performance Rank
FTRI
SWAN
FTRI vs. SWAN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Global Natural Resources Income ETF (FTRI) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN). 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.
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Dividends
FTRI vs. SWAN - Dividend Comparison
FTRI's dividend yield for the trailing twelve months is around 3.61%, more than SWAN's 2.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRI First Trust Indxx Global Natural Resources Income ETF | 3.61% | 4.29% | 6.56% | 8.37% | 6.58% | 3.64% | 6.25% | 4.24% | 3.60% | 2.96% | 1.21% | 3.29% |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | 2.63% | 2.54% | 2.97% | 2.11% | 5.04% | 1.64% | 3.69% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTRI vs. SWAN - Drawdown Comparison
The maximum FTRI drawdown since its inception was -79.58%, which is greater than SWAN's maximum drawdown of -31.04%. Use the drawdown chart below to compare losses from any high point for FTRI and SWAN. For additional features, visit the drawdowns tool.
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Volatility
FTRI vs. SWAN - Volatility Comparison
First Trust Indxx Global Natural Resources Income ETF (FTRI) has a higher volatility of 4.28% compared to Amplify BlackSwan Growth & Treasury Core ETF (SWAN) at 2.66%. This indicates that FTRI's price experiences larger fluctuations and is considered to be riskier than SWAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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