AIRR vs SPTI

Comparison between FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF).

5-Year PerformanceAIRR has outperformed SPTI, delivering a return of +25.9% compared to +0.2%

AIRR vs SPTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIRR(ETF)	SPTI(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.69%	0.03%
Max Drawdown	42.37%	18.96%
Sharpe Ratio	2.22	0.01
5Y Beta	1.24	-0.02
P/E Ratio	38.70	N/A
Forward P/E	25.36	N/A
5Y Dividends CAGR	45.34%	48.51%
5Y EPS CAGR	22.40%	N/A
Debt to Equity	35.96%	N/A
P/S Ratio	2.33	N/A
P/B Ratio	4.30	N/A

Net Assets

AIRR

$10B

SPTI

$10B

Expense Ratio

AIRR

0.69%

Winner

SPTI

0.03%

Max Drawdown

AIRR

42.37%

Winner

SPTI

18.96%

Sharpe Ratio

Winner

AIRR

2.22

SPTI

0.01

5Y Beta

AIRR

1.24

Winner

SPTI

-0.02

P/E Ratio

AIRR

38.70

SPTI

N/A

Forward P/E

AIRR

25.36

SPTI

N/A

5Y Dividends CAGR

AIRR

45.34%

Winner

SPTI

48.51%

5Y EPS CAGR

AIRR

22.40%

SPTI

N/A

Debt to Equity

AIRR

35.96%

SPTI

N/A

P/S Ratio

AIRR

2.33

SPTI

N/A

P/B Ratio

AIRR

4.30

SPTI

N/A

AIRR vs SPTI - Historical Returns

Returns include dividend reinvestment.

Period	AIRR	SPTI
1 month	+6.27%	-0.63%
3 months	+8.75%	-1.39%
6 months	+38.18%	+0.11%
1 year	+67.81%	+4.30%
5 years(CAGR)	+25.91%	+0.15%
10 years(CAGR)	+22.45%	+1.35%
Max(CAGR)	+17.01%	+2.52%

Winner

AIRR

+6.27%

SPTI

-0.63%

Winner

AIRR

+8.75%

SPTI

-1.39%

Winner

AIRR

+38.18%

SPTI

+0.11%

Winner

AIRR

+67.81%

SPTI

+4.30%

5Y(CAGR)

Winner

AIRR

+25.91%

SPTI

+0.15%

10Y(CAGR)

Winner

AIRR

+22.45%

SPTI

+1.35%

Max(CAGR)

Winner

AIRR

+17.01%

SPTI

+2.52%

AIRR vs SPTI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AIRR	SPTI
2026	+27.62%	-0.25%
2025	+28.15%	+7.38%
2024	+34.63%	+1.63%
2023	+31.64%	+3.84%
2022	-2.33%	-10.14%
2021	+35.64%	-2.58%
2020	+17.89%	+7.49%
2019	+33.18%	+6.09%
2018	-20.86%	+2.39%
2017	+15.55%	+1.11%
2016	+46.48%	+0.76%
2015	-8.82%	+1.54%
2014	-6.57%	+2.52%
2013	N/A	-1.21%
2012	N/A	+1.74%
2011	N/A	+6.49%
2010	N/A	+4.90%
2009	N/A	-1.02%
2008	N/A	+10.99%
2007	N/A	+7.17%

AIRR vs SPTI Drawdown Comparison

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

The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current AIRR drawdown is -1.86%. The current SPTI drawdown is -2.30%.

Rank	AIRR	SPTI
#1	-42.37% Feb 13, 2020 - Nov 9, 2020	-16.12% Aug 4, 2020 - Oct 20, 2022
#2	-28.40% Apr 2, 2014 - Aug 23, 2016	-7.64% Oct 7, 2008 - Nov 14, 2008
#3	-28.06% Sep 21, 2018 - Nov 1, 2019	-4.82% Dec 18, 2008 - May 6, 2010
#4	-27.95% Nov 25, 2024 - Jul 24, 2025	-4.47% Mar 17, 2008 - Sep 15, 2008
#5	-24.08% Nov 16, 2021 - Jan 13, 2023	-3.83% Jul 5, 2016 - Dec 31, 2018
#6	-15.47% Sep 1, 2023 - Dec 13, 2023	-3.78% Nov 4, 2010 - Jun 8, 2011
#7	-14.36% Mar 3, 2023 - Jun 7, 2023	-3.06% May 2, 2013 - Oct 8, 2014
#8	-13.09% Feb 20, 2026 - Apr 14, 2026	-2.25% Sep 4, 2019 - Jan 27, 2020
#9	-11.06% Jan 12, 2018 - Aug 21, 2018	-2.07% Mar 9, 2020 - Mar 23, 2020
#10	-10.05% Jul 31, 2024 - Sep 19, 2024	-1.91% Sep 17, 2008 - Oct 6, 2008
#11	-9.86% May 7, 2021 - Aug 11, 2021	-1.61% Jan 30, 2015 - Sep 24, 2015
#12	-9.70% Mar 12, 2021 - May 7, 2021	-1.57% Jan 31, 2012 - Apr 30, 2012
#13	-9.45% Mar 1, 2017 - Sep 19, 2017	-1.56% Oct 14, 2015 - Jan 28, 2016
#14	-9.28% Oct 29, 2025 - Dec 10, 2025	-1.46% Nov 26, 2007 - Jan 2, 2008
#15	-9.04% May 24, 2024 - Jul 16, 2024	-1.43% Sep 22, 2011 - Nov 23, 2011

Correlation

Correlation between AIRR and SPTI is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2007 - 2026)

AIRR vs SPTI dividend yield comparison.

Year	AIRR	SPTI
2026	0.05%	1.27%
2025	0.19%	3.79%
2024	0.18%	3.77%
2023	0.23%	2.99%
2022	0.12%	1.45%
2021	0.05%	0.53%
2020	0.10%	0.75%
2019	0.20%	2.02%
2018	0.43%	1.97%
2017	0.30%	1.46%
2016	0.08%	1.23%
2015	0.47%	1.18%
2014	0.38%	1.06%
2013	0.00%	1.47%
2012	0.00%	2.08%
2011	0.00%	2.12%
2010	0.00%	2.23%
2009	0.00%	2.33%
2008	0.00%	3.08%
2007	0.00%	2.67%