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AIRR vs SPHY

Comparison between FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceAIRR has outperformed SPHY, delivering a return of +24.5% compared to +4.4%

AIRR vs SPHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AIRR
$12B
Winner
SPHY
$12B
Expense Ratio
AIRR
0.69%
Winner
SPHY
0.05%
Max Drawdown
AIRR
42.37%
Winner
SPHY
23.35%
Sharpe Ratio
Winner
AIRR
1.24
SPHY
0.49
5Y Beta
AIRR
1.27
Winner
SPHY
0.23
P/E Ratio
AIRR
33.21
SPHY
N/A
Forward P/E
AIRR
23.38
SPHY
N/A
5Y Dividends CAGR
Winner
AIRR
45.34%
SPHY
1.56%
5Y EPS CAGR
AIRR
19.86%
SPHY
N/A
Debt to Equity
AIRR
39.33%
SPHY
N/A
P/S Ratio
AIRR
2.04
SPHY
N/A
P/B Ratio
AIRR
3.99
SPHY
N/A

AIRR vs SPHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIRR
+0.55%
SPHY
+0.28%
3M
AIRR
-4.25%
Winner
SPHY
+1.25%
6M
Winner
AIRR
+4.32%
SPHY
+1.71%
1Y
Winner
AIRR
+39.93%
SPHY
+5.73%
5Y(CAGR)
Winner
AIRR
+24.46%
SPHY
+4.37%
10Y(CAGR)
Winner
AIRR
+20.47%
SPHY
+4.96%
Max(CAGR)
Winner
AIRR
+16.22%
SPHY
+4.95%

AIRR vs SPHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearAIRRSPHY
2026+21.76%+2.39%
2025+28.15%+8.31%
2024+34.63%+8.81%
2023+31.64%+12.80%
2022-2.33%-10.48%
2021+35.64%+5.74%
2020+17.89%+6.44%
2019+33.18%+13.55%
2018-20.86%-2.69%
2017+15.55%+6.73%
2016+46.48%+11.15%
2015-8.82%-3.64%
2014-6.57%+6.53%
2013N/A-1.34%
2012N/A+7.21%

AIRR vs SPHY Drawdown Comparison

The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current AIRR drawdown is -7.29%.

RankAIRRSPHY
#1-42.37%
Feb 13, 2020 - Nov 9, 2020
-21.97%
Feb 14, 2020 - Oct 8, 2020
#2-28.40%
Apr 2, 2014 - Aug 23, 2016
-15.29%
Dec 28, 2021 - Dec 14, 2023
#3-28.06%
Sep 21, 2018 - Nov 1, 2019
-8.30%
Apr 16, 2015 - Apr 25, 2016
#4-27.95%
Nov 25, 2024 - Jul 24, 2025
-7.23%
May 2, 2013 - Feb 24, 2014
#5-24.08%
Nov 16, 2021 - Jan 13, 2023
-4.86%
Feb 26, 2025 - May 12, 2025
#6-17.18%
Jun 22, 2026 - Jul 29, 2026
-4.21%
Dec 29, 2017 - Feb 15, 2019
#7-15.47%
Sep 1, 2023 - Dec 13, 2023
-4.17%
Oct 24, 2016 - Jan 18, 2017
#8-14.36%
Mar 3, 2023 - Jun 7, 2023
-2.48%
Aug 21, 2014 - Jan 14, 2015
#9-13.09%
Feb 20, 2026 - Apr 14, 2026
-2.41%
Feb 20, 2026 - Apr 8, 2026
#10-11.06%
Jan 12, 2018 - Aug 21, 2018
-2.36%
Nov 9, 2021 - Dec 23, 2021
#11-10.05%
Jul 31, 2024 - Sep 19, 2024
-2.29%
Mar 27, 2024 - May 3, 2024
#12-9.86%
May 7, 2021 - Aug 11, 2021
-2.28%
Jan 29, 2013 - Apr 16, 2013
#13-9.70%
Mar 12, 2021 - May 7, 2021
-2.07%
Sep 17, 2012 - Oct 11, 2012
#14-9.45%
Mar 1, 2017 - Sep 19, 2017
-1.99%
Mar 1, 2017 - Apr 10, 2017
#15-9.28%
Oct 29, 2025 - Dec 10, 2025
-1.84%
Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between AIRR and SPHY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2012 - 2026)

AIRR vs SPHY dividend yield comparison.

YearAIRRSPHY
20260.05%4.14%
20250.19%7.38%
20240.18%7.80%
20230.23%7.30%
20220.12%6.47%
20210.05%5.13%
20200.10%5.63%
20190.20%5.73%
20180.43%4.09%
20170.30%4.41%
20160.08%4.27%
20150.47%4.29%
20140.38%3.98%
20130.00%4.41%
20120.00%2.17%

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