SWP vs. FTIF

Last updated Jun 4, 2026

SWP (SWP Growth & Income ETF) and FTIF (First Trust Bloomberg Inflation Sensitive Equity ETF) are both Large Cap Blend Equities funds. SWP is actively managed, while FTIF is passively managed. Over the past year, SWP returned 24.32% vs 36.91% for FTIF. A 0.62 correlation means they provide meaningful diversification when combined. SWP charges 0.99%/yr vs 0.60%/yr for FTIF.

Performance

SWP vs. FTIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SWP Growth & Income ETF (SWP) 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, SWP achieves a 6.98% return, which is significantly lower than FTIF's 25.81% return.

SWP

• 1D: -0.31%
• 1M: 2.19%
• YTD: 6.98%
• 6M: 6.48%
• 1Y: 24.32%
• 3Y*: —
• 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)

SWP vs. FTIF - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SWP SWP Growth & Income ETF	6.98%	16.86%	1.23%
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	25.81%	7.79%	-5.57%

Correlation

The correlation between SWP and FTIF is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (All Time) Calculated using the full available price history since Sep 26, 2024	0.62

The correlation between SWP and FTIF has been stable across timeframes, ranging from 0.54 to 0.62 - a consistent structural relationship.

Return for Risk

SWP vs. FTIF — Risk / Return Rank

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

SWP

SWP Risk / Return Rank: 60
SWP Sharpe Ratio Rank: 62
SWP Sortino Ratio Rank: 63
SWP Omega Ratio Rank: 62
SWP Calmar Ratio Rank: 50
SWP Martin Ratio Rank: 62

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.

SWP vs. FTIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SWP Growth & Income ETF (SWP) 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.

	SWP	FTIF	Difference
Sharpe ratio: Return per unit of total volatility	2.05	2.48	-0.43
Sortino ratio: Return per unit of downside risk	2.89	3.41	-0.52
Omega ratio: Gain probability vs. loss probability	1.38	1.43	-0.06
Calmar ratio: Return relative to maximum drawdown	2.45	6.79	-4.34
Martin ratio: Return relative to average drawdown	10.91	20.14	-9.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SWP vs. FTIF - Sharpe Ratio Comparison

The current SWP Sharpe Ratio is 2.05, which is comparable to the FTIF Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of SWP 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

	SWP	FTIF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.05	2.48	-0.43
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	0.75	+0.29

Drawdowns

SWP vs. FTIF - Drawdown Comparison

The maximum SWP drawdown since its inception was -16.41%, smaller than the maximum FTIF drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for SWP and FTIF.

Drawdown Indicators

	SWP	FTIF	Difference
Max Drawdown Largest peak-to-trough decline	-16.41%	-27.83%	+11.42%
Max Drawdown (1Y) Largest decline over 1 year	-9.97%	-5.46%	-4.51%
Max Drawdown (3Y) Largest decline over 3 years	—	-27.83%	—
Current Drawdown Current decline from peak	-0.69%	-0.50%	-0.19%
Average Drawdown Average peak-to-trough decline	-2.42%	-6.00%	+3.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	1.84%	+0.39%

Volatility

SWP vs. FTIF - Volatility Comparison

The current volatility for SWP Growth & Income ETF (SWP) is 2.56%, while First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) has a volatility of 4.05%. This indicates that SWP 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

	SWP	FTIF	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.56%	4.05%	-1.49%
Volatility (6M) Calculated over the trailing 6-month period	9.45%	10.55%	-1.10%
Volatility (1Y) Calculated over the trailing 1-year period	11.91%	15.00%	-3.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.52%	18.96%	-4.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.52%	18.96%	-4.44%

SWP vs. FTIF - Expense Ratio Comparison

SWP has a 0.99% expense ratio, which is higher than FTIF's 0.60% expense ratio.

Dividends

SWP vs. FTIF - Dividend Comparison

SWP's dividend yield for the trailing twelve months is around 6.83%, more than FTIF's 1.11% yield.

Position	TTM	2025	2024	2023
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	1.11%	1.45%	2.88%	1.55%
SWP SWP Growth & Income ETF	6.83%	5.64%	0.44%	0.00%

Frequently Asked Questions

Can I hold both SWP and FTIF in my portfolio?

SWP and FTIF have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SWP or FTIF?

FTIF has higher volatility (4.05%) compared to SWP (2.56%). In terms of maximum drawdown, SWP dropped -16.41% vs FTIF's -27.83%.

Which ETF is better, SWP or FTIF?

On 1-year performance, FTIF leads with 36.91% vs 24.32% for SWP. On fees, FTIF is cheaper at 0.60% per year. On volatility, SWP has been the lower-risk option at 2.56%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SWP or FTIF?

Over the 1-year period, FTIF has performed better with a 36.91% return vs 24.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SWP or FTIF?

FTIF is cheaper with a 0.60% expense ratio, compared with 0.99% for SWP.

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

SWP has the higher dividend yield at 6.83%, compared with 1.11% for FTIF.

What is the main difference between SWP and FTIF?

They also come from different issuers: SWP Investment Management and First Trust. Their fees differ too: 0.99% for SWP and 0.60% for FTIF.

Which has better risk-adjusted returns?

FTIF currently has the higher Sharpe Ratio (2.48 vs 2.05), 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.