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GARP vs. FTCS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GARP vs. FTCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Quality GARP ETF (GARP) and First Trust Capital Strength ETF (FTCS). The values are adjusted to include any dividend payments, if applicable.

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GARP vs. FTCS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GARP
iShares MSCI USA Quality GARP ETF
-6.01%21.49%37.42%42.86%-26.75%27.99%26.51%
FTCS
First Trust Capital Strength ETF
0.58%6.46%11.19%8.48%-10.22%26.75%10.11%

Returns By Period

In the year-to-date period, GARP achieves a -6.01% return, which is significantly lower than FTCS's 0.58% return.


GARP

1D
3.86%
1M
-5.81%
YTD
-6.01%
6M
-2.39%
1Y
25.79%
3Y*
25.22%
5Y*
15.18%
10Y*

FTCS

1D
0.97%
1M
-6.34%
YTD
0.58%
6M
-0.35%
1Y
4.65%
3Y*
9.74%
5Y*
6.80%
10Y*
10.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GARP vs. FTCS - Expense Ratio Comparison

GARP has a 0.15% expense ratio, which is lower than FTCS's 0.56% expense ratio.


Return for Risk

GARP vs. FTCS — Risk / Return Rank

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

GARP
GARP Risk / Return Rank: 6969
Overall Rank
GARP Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
GARP Sortino Ratio Rank: 6767
Sortino Ratio Rank
GARP Omega Ratio Rank: 6666
Omega Ratio Rank
GARP Calmar Ratio Rank: 7676
Calmar Ratio Rank
GARP Martin Ratio Rank: 7272
Martin Ratio Rank

FTCS
FTCS Risk / Return Rank: 2525
Overall Rank
FTCS Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
FTCS Sortino Ratio Rank: 2222
Sortino Ratio Rank
FTCS Omega Ratio Rank: 2222
Omega Ratio Rank
FTCS Calmar Ratio Rank: 2828
Calmar Ratio Rank
FTCS Martin Ratio Rank: 3030
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.

GARP vs. FTCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality GARP ETF (GARP) and First Trust Capital Strength ETF (FTCS). 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.


GARPFTCSDifference

Sharpe ratio

Return per unit of total volatility

1.06

0.34

+0.72

Sortino ratio

Return per unit of downside risk

1.62

0.60

+1.02

Omega ratio

Gain probability vs. loss probability

1.23

1.08

+0.15

Calmar ratio

Return relative to maximum drawdown

1.87

0.63

+1.25

Martin ratio

Return relative to average drawdown

6.91

2.42

+4.50

GARP vs. FTCS - Sharpe Ratio Comparison

The current GARP Sharpe Ratio is 1.06, which is higher than the FTCS Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of GARP and FTCS, 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


GARPFTCSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

0.34

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.52

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.51

+0.21

Correlation

The correlation between GARP and FTCS is 0.64, 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

GARP vs. FTCS - Dividend Comparison

GARP's dividend yield for the trailing twelve months is around 0.32%, less than FTCS's 1.11% yield.


TTM20252024202320222021202020192018201720162015
GARP
iShares MSCI USA Quality GARP ETF
0.32%0.31%0.38%0.75%1.85%0.67%0.75%0.00%0.00%0.00%0.00%0.00%
FTCS
First Trust Capital Strength ETF
1.11%1.04%1.33%1.47%1.23%1.06%0.93%1.26%1.26%1.15%1.43%1.50%

Drawdowns

GARP vs. FTCS - Drawdown Comparison

The maximum GARP drawdown since its inception was -31.34%, smaller than the maximum FTCS drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for GARP and FTCS.


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Drawdown Indicators


GARPFTCSDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-53.64%

+22.30%

Max Drawdown (1Y)

Largest decline over 1 year

-13.69%

-9.38%

-4.31%

Max Drawdown (5Y)

Largest decline over 5 years

-30.61%

-20.93%

-9.68%

Max Drawdown (10Y)

Largest decline over 10 years

-31.93%

Current Drawdown

Current decline from peak

-10.35%

-6.42%

-3.93%

Average Drawdown

Average peak-to-trough decline

-7.53%

-6.93%

-0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

2.42%

+1.29%

Volatility

GARP vs. FTCS - Volatility Comparison

iShares MSCI USA Quality GARP ETF (GARP) has a higher volatility of 7.52% compared to First Trust Capital Strength ETF (FTCS) at 3.20%. This indicates that GARP's price experiences larger fluctuations and is considered to be riskier than FTCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GARPFTCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.52%

3.20%

+4.32%

Volatility (6M)

Calculated over the trailing 6-month period

14.44%

7.06%

+7.38%

Volatility (1Y)

Calculated over the trailing 1-year period

24.39%

13.60%

+10.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.86%

13.14%

+8.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.02%

15.54%

+8.48%