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RAAX vs. FLTR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RAAX vs. FLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Inflation Allocation ETF (RAAX) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RAAX achieves a 19.15% return, which is significantly higher than FLTR's 1.91% return.


RAAX

1D
0.39%
1M
-1.28%
YTD
19.15%
6M
19.65%
1Y
37.19%
3Y*
22.13%
5Y*
13.54%
10Y*

FLTR

1D
-0.04%
1M
0.46%
YTD
1.91%
6M
2.40%
1Y
5.30%
3Y*
6.10%
5Y*
4.49%
10Y*
3.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RAAX vs. FLTR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RAAX
VanEck Inflation Allocation ETF
19.15%26.74%12.50%6.71%1.51%21.56%-8.27%6.14%-2.41%
FLTR
VanEck Vectors Investment Grade Floating Rate ETF
1.91%5.22%7.38%7.41%0.74%0.55%1.44%5.70%-0.14%

Correlation

The correlation between RAAX and FLTR is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2018

0.12

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Return for Risk

RAAX vs. FLTR — Risk / Return Rank

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

RAAX
RAAX Risk / Return Rank: 8585
Overall Rank
RAAX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
RAAX Sortino Ratio Rank: 7878
Sortino Ratio Rank
RAAX Omega Ratio Rank: 8282
Omega Ratio Rank
RAAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
RAAX Martin Ratio Rank: 9090
Martin Ratio Rank

FLTR
FLTR Risk / Return Rank: 9999
Overall Rank
FLTR Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FLTR Sortino Ratio Rank: 9999
Sortino Ratio Rank
FLTR Omega Ratio Rank: 9999
Omega Ratio Rank
FLTR Calmar Ratio Rank: 9898
Calmar Ratio Rank
FLTR Martin Ratio Rank: 9999
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.

RAAX vs. FLTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Inflation Allocation ETF (RAAX) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR). 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.


RAAXFLTRDifference
Sharpe ratioReturn per unit of total volatility

-4.02

Sortino ratioReturn per unit of downside risk

-9.21

Omega ratioGain probability vs. loss probability

1.50

3.15

-1.64

Calmar ratioReturn relative to maximum drawdown

5.64

16.96

-11.32

Martin ratioReturn relative to average drawdown

21.06

101.23

-80.16

RAAX vs. FLTR - Sharpe Ratio Comparison

The current RAAX Sharpe Ratio is 2.75, which is lower than the FLTR Sharpe Ratio of 6.77. The chart below compares the historical Sharpe Ratios of RAAX and FLTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RAAXFLTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.75

6.77

-4.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

2.11

-1.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.53

+0.09

Drawdowns

RAAX vs. FLTR - Drawdown Comparison

The maximum RAAX drawdown since its inception was -33.91%, which is greater than FLTR's maximum drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for RAAX and FLTR.


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Drawdown Indicators


RAAXFLTRDifference

Max Drawdown

Largest peak-to-trough decline

-33.91%

-17.84%

-16.07%

Max Drawdown (1Y)

Largest decline over 1 year

-6.62%

-0.31%

-6.31%

Max Drawdown (3Y)

Largest decline over 3 years

-11.59%

-1.93%

-9.66%

Max Drawdown (5Y)

Largest decline over 5 years

-23.55%

-3.06%

-20.49%

Max Drawdown (10Y)

Largest decline over 10 years

-17.84%

Current Drawdown

Current decline from peak

-2.53%

-0.04%

-2.49%

Average Drawdown

Average peak-to-trough decline

-6.78%

-0.67%

-6.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

0.05%

+1.72%

Volatility

RAAX vs. FLTR - Volatility Comparison

VanEck Inflation Allocation ETF (RAAX) has a higher volatility of 2.95% compared to VanEck Vectors Investment Grade Floating Rate ETF (FLTR) at 0.25%. This indicates that RAAX's price experiences larger fluctuations and is considered to be riskier than FLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RAAXFLTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.95%

0.25%

+2.70%

Volatility (6M)

Calculated over the trailing 6-month period

11.58%

0.62%

+10.96%

Volatility (1Y)

Calculated over the trailing 1-year period

13.60%

0.79%

+12.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.60%

2.13%

+13.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.76%

5.00%

+10.76%

RAAX vs. FLTR - Expense Ratio Comparison

RAAX has a 0.78% expense ratio, which is higher than FLTR's 0.14% expense ratio.


Dividends

RAAX vs. FLTR - Dividend Comparison

RAAX's dividend yield for the trailing twelve months is around 1.96%, less than FLTR's 4.73% yield.


PositionTTM20252024202320222021202020192018201720162015
FLTR
VanEck Vectors Investment Grade Floating Rate ETF
4.73%4.97%5.93%6.07%2.29%0.63%1.49%3.05%2.67%1.69%1.16%0.71%
RAAX
VanEck Inflation Allocation ETF
1.96%2.34%1.91%3.66%1.53%8.72%6.27%2.37%0.56%0.00%0.00%0.00%

Frequently Asked Questions


RAAX and FLTR have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RAAX has higher volatility (2.95%) compared to FLTR (0.25%). In terms of maximum drawdown, RAAX dropped -33.91% vs FLTR's -17.84%.

On 5-year performance, RAAX leads with 13.54% vs 4.49% for FLTR. On fees, FLTR is cheaper at 0.14% per year. On volatility, FLTR has been the lower-risk option at 0.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, RAAX has performed better with a 13.54% return vs 4.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FLTR is cheaper with a 0.14% expense ratio, compared with 0.78% for RAAX.

FLTR has the higher dividend yield at 4.73%, compared with 1.96% for RAAX.

RAAX is categorized as Diversified Portfolio, while FLTR is Corporate Bonds. Their fees differ too: 0.78% for RAAX and 0.14% for FLTR.

FLTR currently has the higher Sharpe Ratio (6.77 vs 2.75), 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.

Portfolio Optimizer

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