QSR vs. AIRR
Compare and contrast key facts about Restaurant Brands International Inc. (QSR) and First Trust RBA American Industrial Renaissance ETF (AIRR).
AIRR is a passively managed fund by First Trust that tracks the performance of the Richard Bernstein Advisors American Industrial Renaissance (TR). It was launched on Mar 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QSR or AIRR.
Key characteristics
| QSR | AIRR | |
|---|---|---|
| YTD Return | -10.98% | 45.14% |
| 1Y Return | -0.20% | 64.29% |
| 3Y Return (Ann) | 9.58% | 21.09% |
| 5Y Return (Ann) | 3.99% | 24.29% |
| Sharpe Ratio | 0.10 | 2.97 |
| Sortino Ratio | 0.29 | 3.81 |
| Omega Ratio | 1.03 | 1.48 |
| Calmar Ratio | 0.11 | 7.28 |
| Martin Ratio | 0.20 | 17.92 |
| Ulcer Index | 10.81% | 4.08% |
| Daily Std Dev | 22.00% | 24.64% |
| Max Drawdown | -63.03% | -42.37% |
| Current Drawdown | -15.95% | -1.98% |
Correlation
The correlation between QSR and AIRR is 0.41, 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.
Performance
QSR vs. AIRR - Performance Comparison
In the year-to-date period, QSR achieves a -10.98% return, which is significantly lower than AIRR's 45.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
QSR vs. AIRR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Restaurant Brands International Inc. (QSR) and First Trust RBA American Industrial Renaissance ETF (AIRR). 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.
Dividends
QSR vs. AIRR - Dividend Comparison
QSR's dividend yield for the trailing twelve months is around 3.37%, more than AIRR's 0.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
QSR Restaurant Brands International Inc. | 3.37% | 2.82% | 3.34% | 3.49% | 3.40% | 3.14% | 3.44% | 1.27% | 1.30% | 1.18% | 0.00% |
AIRR First Trust RBA American Industrial Renaissance ETF | 0.16% | 0.23% | 0.12% | 0.05% | 0.10% | 0.20% | 0.43% | 0.30% | 0.08% | 0.47% | 0.37% |
Drawdowns
QSR vs. AIRR - Drawdown Comparison
The maximum QSR drawdown since its inception was -63.03%, which is greater than AIRR's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for QSR and AIRR. For additional features, visit the drawdowns tool.
Volatility
QSR vs. AIRR - Volatility Comparison
The current volatility for Restaurant Brands International Inc. (QSR) is 6.27%, while First Trust RBA American Industrial Renaissance ETF (AIRR) has a volatility of 9.36%. This indicates that QSR experiences smaller price fluctuations and is considered to be less risky than AIRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.