PABU vs. FTIF

Last updated Jun 4, 2026

PABU (iShares Paris-Aligned Climate Optimized MSCI USA ETF) and FTIF (First Trust Bloomberg Inflation Sensitive Equity ETF) are both Large Cap Blend Equities funds - PABU tracks the MSCI USA Climate Paris Aligned Benchmark Extended Select PAB Index (USD) while FTIF tracks the Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, PABU returned 20.14%/yr vs 16.19%/yr for FTIF. A 0.52 correlation means they provide meaningful diversification when combined. PABU charges 0.10%/yr vs 0.60%/yr for FTIF.

Performance

PABU vs. FTIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PABU achieves a 9.39% return, which is significantly lower than FTIF's 25.81% return.

PABU

• 1D: -1.29%
• 1M: 7.47%
• YTD: 9.39%
• 6M: 9.10%
• 1Y: 23.78%
• 3Y*: 20.14%
• 5Y*: —
• 10Y*: —

FTIF

• 1D: 0.65%
• 1M: 0.40%
• YTD: 25.81%
• 6M: 24.44%
• 1Y: 36.91%
• 3Y*: 16.19%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PABU vs. FTIF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF	9.39%	13.08%	24.84%	24.68%
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	25.81%	7.79%	0.50%	12.52%

Correlation

The correlation between PABU and FTIF is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (All Time) Calculated using the full available price history since Mar 15, 2023	0.52

The correlation between PABU and FTIF shifts across timeframes, from 0.39 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

PABU vs. FTIF - Sectors Allocation Comparison

Sectors	PABU	FTIF
Technology	44.9%	4.1%
Real Estate	12.4%	12.1%
Financial Services	11.2%	-
Communication Services	10.4%	-
Consumer Cyclical	9.0%	3.2%
Healthcare	7.4%	-
Industrials	2.5%	16.5%
Utilities	1.8%	-
Energy	0.7%	44.1%
Basic Materials	0.5%	20.1%
Consumer Defensive	-	-

Return for Risk

PABU vs. FTIF — Risk / Return Rank

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

PABU

PABU Risk / Return Rank: 46
PABU Sharpe Ratio Rank: 52
PABU Sortino Ratio Rank: 51
PABU Omega Ratio Rank: 50
PABU Calmar Ratio Rank: 36
PABU Martin Ratio Rank: 40

FTIF

FTIF Risk / Return Rank: 81
FTIF Sharpe Ratio Rank: 77
FTIF Sortino Ratio Rank: 76
FTIF Omega Ratio Rank: 72
FTIF Calmar Ratio Rank: 93
FTIF Martin Ratio Rank: 89

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.

PABU vs. FTIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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.

	PABU	FTIF	Difference
Sharpe ratio: Return per unit of total volatility	1.79	2.48	-0.69
Sortino ratio: Return per unit of downside risk	2.48	3.41	-0.93
Omega ratio: Gain probability vs. loss probability	1.31	1.43	-0.12
Calmar ratio: Return relative to maximum drawdown	1.78	6.79	-5.01
Martin ratio: Return relative to average drawdown	6.25	20.14	-13.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PABU vs. FTIF - Sharpe Ratio Comparison

The current PABU Sharpe Ratio is 1.79, which is comparable to the FTIF Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of PABU and FTIF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PABU	FTIF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.79	2.48	-0.69
Sharpe Ratio (All Time) Calculated using the full available price history	0.73	0.75	-0.02

Drawdowns

PABU vs. FTIF - Drawdown Comparison

The maximum PABU drawdown since its inception was -22.76%, smaller than the maximum FTIF drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for PABU and FTIF.

Drawdown Indicators

	PABU	FTIF	Difference
Max Drawdown Largest peak-to-trough decline	-22.76%	-27.83%	+5.07%
Max Drawdown (1Y) Largest decline over 1 year	-13.40%	-5.46%	-7.94%
Max Drawdown (3Y) Largest decline over 3 years	-20.85%	-27.83%	+6.98%
Current Drawdown Current decline from peak	-1.29%	-0.50%	-0.79%
Average Drawdown Average peak-to-trough decline	-5.63%	-6.00%	+0.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.82%	1.84%	+1.98%

Volatility

PABU vs. FTIF - Volatility Comparison

The current volatility for iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) is 3.70%, while First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) has a volatility of 4.05%. This indicates that PABU experiences smaller price fluctuations and is considered to be less risky than FTIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PABU	FTIF	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.70%	4.05%	-0.35%
Volatility (6M) Calculated over the trailing 6-month period	10.24%	10.55%	-0.31%
Volatility (1Y) Calculated over the trailing 1-year period	13.37%	15.00%	-1.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.68%	18.96%	-0.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.68%	18.96%	-0.28%

PABU vs. FTIF - Expense Ratio Comparison

PABU has a 0.10% expense ratio, which is lower than FTIF's 0.60% expense ratio.

Dividends

PABU vs. FTIF - Dividend Comparison

PABU's dividend yield for the trailing twelve months is around 0.86%, less than FTIF's 1.11% yield.

Position	TTM	2025	2024	2023	2022
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	1.11%	1.45%	2.88%	1.55%	0.00%
PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF	0.86%	0.90%	1.00%	1.06%	1.00%

Frequently Asked Questions

Can I hold both PABU and FTIF in my portfolio?

PABU and FTIF have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PABU or FTIF?

FTIF has higher volatility (4.05%) compared to PABU (3.70%). In terms of maximum drawdown, PABU dropped -22.76% vs FTIF's -27.83%.

Which ETF is better, PABU or FTIF?

On 3-year performance, PABU leads with 20.14% vs 16.19% for FTIF. On fees, PABU is cheaper at 0.10% per year. On volatility, PABU has been the lower-risk option at 3.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PABU or FTIF?

Over the 3-year period, PABU has performed better with a 20.14% return vs 16.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PABU or FTIF?

PABU is cheaper with a 0.10% expense ratio, compared with 0.60% for FTIF.

Which ETF pays a higher dividend yield, PABU or FTIF?

FTIF has the higher dividend yield at 1.11%, compared with 0.86% for PABU.

What is the main difference between PABU and FTIF?

PABU tracks MSCI USA Climate Paris Aligned Benchmark Extended Select PAB Index (USD), while FTIF tracks Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.10% for PABU and 0.60% for FTIF.

Which has better risk-adjusted returns?

FTIF currently has the higher Sharpe Ratio (2.48 vs 1.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.