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TOLZ vs. FAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TOLZ vs. FAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and First Trust Bloomberg Artificial Intelligence ETF (FAI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TOLZ achieves a 11.11% return, which is significantly lower than FAI's 34.05% return.


TOLZ

1D
0.45%
1M
-3.18%
YTD
11.11%
6M
12.03%
1Y
16.22%
3Y*
14.79%
5Y*
8.61%
10Y*
7.84%

FAI

1D
-0.48%
1M
7.16%
YTD
34.05%
6M
33.89%
1Y
66.20%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TOLZ vs. FAI - Yearly Performance Comparison


Correlation

The correlation between TOLZ and FAI is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.10

Correlation (All Time)
Calculated using the full available price history since Nov 21, 2024

0.04

The correlation between TOLZ and FAI shifts across timeframes, from -0.10 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TOLZ vs. FAI — Risk / Return Rank

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

TOLZ
TOLZ Risk / Return Rank: 5151
Overall Rank
TOLZ Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
TOLZ Sortino Ratio Rank: 4646
Sortino Ratio Rank
TOLZ Omega Ratio Rank: 4343
Omega Ratio Rank
TOLZ Calmar Ratio Rank: 6565
Calmar Ratio Rank
TOLZ Martin Ratio Rank: 5454
Martin Ratio Rank

FAI
FAI Risk / Return Rank: 7070
Overall Rank
FAI Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
FAI Sortino Ratio Rank: 6767
Sortino Ratio Rank
FAI Omega Ratio Rank: 7070
Omega Ratio Rank
FAI Calmar Ratio Rank: 7272
Calmar Ratio Rank
FAI Martin Ratio Rank: 6262
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.

TOLZ vs. FAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) and First Trust Bloomberg Artificial Intelligence ETF (FAI). 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.


TOLZFAIDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

1.27

1.40

-0.13

Calmar ratioReturn relative to maximum drawdown

3.15

3.53

-0.38

Martin ratioReturn relative to average drawdown

9.12

11.01

-1.89

TOLZ vs. FAI - Sharpe Ratio Comparison

The current TOLZ Sharpe Ratio is 1.57, which is lower than the FAI Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of TOLZ and FAI, 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

TOLZ vs. FAI - Drawdown Comparison

The maximum TOLZ drawdown since its inception was -39.33%, which is greater than FAI's maximum drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for TOLZ and FAI.


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Drawdown Indicators


TOLZFAIDifference

Max Drawdown

Largest peak-to-trough decline

-39.33%

-27.82%

-11.51%

Max Drawdown (1Y)

Largest decline over 1 year

-5.18%

-18.84%

+13.66%

Max Drawdown (3Y)

Largest decline over 3 years

-11.94%

Max Drawdown (5Y)

Largest decline over 5 years

-21.85%

Max Drawdown (10Y)

Largest decline over 10 years

-39.33%

Current Drawdown

Current decline from peak

-3.30%

-4.79%

+1.49%

Average Drawdown

Average peak-to-trough decline

-6.61%

-5.36%

-1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

6.03%

-4.25%

Volatility

TOLZ vs. FAI - Volatility Comparison

The current volatility for ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) is 3.17%, while First Trust Bloomberg Artificial Intelligence ETF (FAI) has a volatility of 13.67%. This indicates that TOLZ experiences smaller price fluctuations and is considered to be less risky than FAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TOLZFAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.17%

13.67%

-10.50%

Volatility (6M)

Calculated over the trailing 6-month period

8.28%

22.18%

-13.90%

Volatility (1Y)

Calculated over the trailing 1-year period

10.40%

27.02%

-16.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.98%

30.90%

-16.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.26%

30.90%

-14.64%

TOLZ vs. FAI - Expense Ratio Comparison

TOLZ has a 0.46% expense ratio, which is lower than FAI's 0.65% expense ratio.


Dividends

TOLZ vs. FAI - Dividend Comparison

TOLZ's dividend yield for the trailing twelve months is around 3.67%, while FAI has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FAI
First Trust Bloomberg Artificial Intelligence ETF
0.00%0.00%0.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF
3.67%3.99%3.53%3.34%3.01%3.28%3.16%2.96%3.63%3.30%2.62%3.67%

Frequently Asked Questions


TOLZ and FAI have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FAI has higher volatility (13.67%) compared to TOLZ (3.17%). In terms of maximum drawdown, TOLZ dropped -39.33% vs FAI's -27.82%.

On 1-year performance, FAI leads with 66.20% vs 16.22% for TOLZ. On fees, TOLZ is cheaper at 0.46% per year. On volatility, TOLZ has been the lower-risk option at 3.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FAI has performed better with a 66.20% return vs 16.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TOLZ is cheaper with a 0.46% expense ratio, compared with 0.65% for FAI.

TOLZ has the higher dividend yield at 3.67%, compared with 0.00% for FAI.

TOLZ is categorized as Industrials Equities, while FAI is Technology Equities. TOLZ tracks Dow Jones Brookfield Global Infrastructure Composite Index, while FAI tracks Bloomberg Artificial Intelligence Index. They also come from different issuers: ProShares and First Trust. Their fees differ too: 0.46% for TOLZ and 0.65% for FAI.

FAI currently has the higher Sharpe Ratio (2.47 vs 1.57), 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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