IUS vs. FTIF
Compare and contrast key facts about Invesco RAFI Strategic US ETF (IUS) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF).
IUS and FTIF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUS is a passively managed fund by Invesco that tracks the performance of the Invesco Strategic US Index. It was launched on Sep 12, 2018. FTIF is a passively managed fund by First Trust that tracks the performance of the Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. It was launched on Mar 13, 2023. Both IUS and FTIF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUS vs. FTIF - Performance Comparison
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IUS vs. FTIF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IUS Invesco RAFI Strategic US ETF | 2.11% | 16.94% | 16.51% | 19.70% |
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF | 19.07% | 7.79% | 0.50% | 12.52% |
Returns By Period
In the year-to-date period, IUS achieves a 2.11% return, which is significantly lower than FTIF's 19.07% return.
IUS
- 1D
- 0.41%
- 1M
- -3.67%
- YTD
- 2.11%
- 6M
- 5.62%
- 1Y
- 19.49%
- 3Y*
- 16.83%
- 5Y*
- 12.35%
- 10Y*
- —
FTIF
- 1D
- -0.46%
- 1M
- -0.17%
- YTD
- 19.07%
- 6M
- 22.37%
- 1Y
- 31.23%
- 3Y*
- 12.57%
- 5Y*
- —
- 10Y*
- —
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IUS vs. FTIF - Expense Ratio Comparison
IUS has a 0.19% expense ratio, which is lower than FTIF's 0.60% expense ratio.
Return for Risk
IUS vs. FTIF — Risk / Return Rank
IUS
FTIF
IUS vs. FTIF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI Strategic US ETF (IUS) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). 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.
| IUS | FTIF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.37 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.93 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.85 | -0.20 |
Martin ratioReturn relative to average drawdown | 8.19 | 9.09 | -0.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUS | FTIF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.37 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.68 | +0.08 |
Correlation
The correlation between IUS and FTIF is 0.80, 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.
Dividends
IUS vs. FTIF - Dividend Comparison
IUS's dividend yield for the trailing twelve months is around 1.45%, more than FTIF's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS Invesco RAFI Strategic US ETF | 1.45% | 1.48% | 1.52% | 1.72% | 1.78% | 1.46% | 1.74% | 1.77% | 0.73% |
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% |
Drawdowns
IUS vs. FTIF - Drawdown Comparison
The maximum IUS drawdown since its inception was -34.67%, which is greater than FTIF's maximum drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for IUS and FTIF.
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Drawdown Indicators
| IUS | FTIF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -27.83% | -6.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -17.27% | +5.36% |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | — | — |
Current DrawdownCurrent decline from peak | -3.83% | -1.03% | -2.80% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -6.28% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.51% | -1.11% |
Volatility
IUS vs. FTIF - Volatility Comparison
Invesco RAFI Strategic US ETF (IUS) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) have volatilities of 4.00% and 3.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS | FTIF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 3.87% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 11.65% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 22.97% | -6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 19.27% | -4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 19.27% | -1.09% |