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TLTP vs. FALN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLTP vs. FALN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Bloomberg U.S. Treasury Target High Income ETF (TLTP) and iShares Fallen Angels USD Bond ETF (FALN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TLTP achieves a 0.90% return, which is significantly lower than FALN's 2.24% return.


TLTP

1D
-0.58%
1M
1.71%
YTD
0.90%
6M
1.04%
1Y
5.64%
3Y*
5Y*
10Y*

FALN

1D
-0.11%
1M
1.07%
YTD
2.24%
6M
2.46%
1Y
7.88%
3Y*
9.39%
5Y*
3.76%
10Y*
6.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLTP vs. FALN - Yearly Performance Comparison


Correlation

The correlation between TLTP and FALN is 0.51, 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

0.51

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2024

0.47

The correlation between TLTP and FALN has been stable across timeframes, ranging from 0.47 to 0.51 - a consistent structural relationship.

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Return for Risk

TLTP vs. FALN — Risk / Return Rank

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

TLTP
TLTP Risk / Return Rank: 2121
Overall Rank
TLTP Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
TLTP Sortino Ratio Rank: 2121
Sortino Ratio Rank
TLTP Omega Ratio Rank: 2020
Omega Ratio Rank
TLTP Calmar Ratio Rank: 2222
Calmar Ratio Rank
TLTP Martin Ratio Rank: 2222
Martin Ratio Rank

FALN
FALN Risk / Return Rank: 5050
Overall Rank
FALN Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FALN Sortino Ratio Rank: 5353
Sortino Ratio Rank
FALN Omega Ratio Rank: 5555
Omega Ratio Rank
FALN Calmar Ratio Rank: 4141
Calmar Ratio Rank
FALN Martin Ratio Rank: 5050
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.

TLTP vs. FALN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Bloomberg U.S. Treasury Target High Income ETF (TLTP) and iShares Fallen Angels USD Bond ETF (FALN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TLTPFALNDifference
Sharpe ratioReturn per unit of total volatility

-0.95

Sortino ratioReturn per unit of downside risk

-1.38

Omega ratioGain probability vs. loss probability

1.14

1.33

-0.20

Calmar ratioReturn relative to maximum drawdown

0.98

2.00

-1.01

Martin ratioReturn relative to average drawdown

2.56

8.32

-5.76

TLTP vs. FALN - Sharpe Ratio Comparison

The current TLTP Sharpe Ratio is 0.77, which is lower than the FALN Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of TLTP and FALN, 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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Drawdowns

TLTP vs. FALN - Drawdown Comparison

The maximum TLTP drawdown since its inception was -8.54%, smaller than the maximum FALN drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for TLTP and FALN.


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Drawdown Indicators


TLTPFALNDifference

Max Drawdown

Largest peak-to-trough decline

-8.54%

-29.22%

+20.68%

Max Drawdown (1Y)

Largest decline over 1 year

-5.76%

-3.96%

-1.80%

Max Drawdown (3Y)

Largest decline over 3 years

-5.92%

Max Drawdown (5Y)

Largest decline over 5 years

-18.78%

Max Drawdown (10Y)

Largest decline over 10 years

-29.22%

Current Drawdown

Current decline from peak

-2.52%

-0.11%

-2.41%

Average Drawdown

Average peak-to-trough decline

-3.24%

-3.31%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.21%

0.95%

+1.26%

Volatility

TLTP vs. FALN - Volatility Comparison

Amplify Bloomberg U.S. Treasury Target High Income ETF (TLTP) has a higher volatility of 1.66% compared to iShares Fallen Angels USD Bond ETF (FALN) at 1.18%. This indicates that TLTP's price experiences larger fluctuations and is considered to be riskier than FALN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTPFALNDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.66%

1.18%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

5.14%

3.73%

+1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

7.39%

4.60%

+2.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.76%

7.33%

+2.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.76%

8.94%

+0.82%

TLTP vs. FALN - Expense Ratio Comparison

TLTP has a 0.38% expense ratio, which is higher than FALN's 0.25% expense ratio.


Dividends

TLTP vs. FALN - Dividend Comparison

TLTP's dividend yield for the trailing twelve months is around 13.07%, more than FALN's 6.42% yield.


PositionTTM2025202420232022202120202019201820172016
FALN
iShares Fallen Angels USD Bond ETF
6.42%6.31%6.24%5.37%5.08%3.40%5.14%5.35%5.97%6.98%3.55%
TLTP
Amplify Bloomberg U.S. Treasury Target High Income ETF
13.07%12.53%2.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TLTP and FALN have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TLTP has higher volatility (1.66%) compared to FALN (1.18%). In terms of maximum drawdown, TLTP dropped -8.54% vs FALN's -29.22%.

On 1-year performance, FALN leads with 7.88% vs 5.64% for TLTP. On fees, FALN is cheaper at 0.25% per year. On volatility, FALN has been the lower-risk option at 1.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FALN has performed better with a 7.88% return vs 5.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FALN is cheaper with a 0.25% expense ratio, compared with 0.38% for TLTP.

TLTP has the higher dividend yield at 13.07%, compared with 6.42% for FALN.

TLTP is categorized as Government Bonds, while FALN is High Yield Bonds. TLTP tracks Bloomberg U.S. Treasury 20+ Year 12% Premium Covered Call 2.0 Index, while FALN tracks Bloomberg US High Yield Fallen Angel 3% Capped Index. They also come from different issuers: Amplify and iShares. Their fees differ too: 0.38% for TLTP and 0.25% for FALN.

FALN currently has the higher Sharpe Ratio (1.72 vs 0.77), 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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