FRI vs SVIX
Comparison between FIRST TRUST S&P REIT INDEX FUND (FRI, ETF) and 1x Short VIX Futures ETF (SVIX, ETF).
FRI vs SVIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FRI
$176M
SVIX
$175M
Expense Ratio
Winner
FRI
0.50%
SVIX
3.93%
Max Drawdown
Winner
FRI
73.28%
SVIX
79.30%
Sharpe Ratio
Winner
FRI
0.97
SVIX
0.80
5Y Beta
Winner
FRI
0.53
SVIX
3.68
P/E Ratio
FRI
36.83
SVIX
N/A
Forward P/E
FRI
35.75
SVIX
N/A
5Y Dividends CAGR
FRI
3.24%
SVIX
N/A
5Y EPS CAGR
FRI
8.60%
SVIX
N/A
Debt to Equity
FRI
44.21%
SVIX
N/A
P/S Ratio
FRI
7.35
SVIX
N/A
P/B Ratio
FRI
2.42
SVIX
N/A
FRI vs SVIX - Holdings Comparison
FRI and SVIX have 0 common holdings. Overlap is 0.00%
FRI's top 25 holdings weight is 73.09%. SVIX's top 25 holdings weight is 27.89%.
| Rank | FRI | SVIX |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.45% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 27.89% |
| #2 | PROLOGIS INC (PLD) - 10.00% | N/A |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.77% | N/A |
| #4 | EQUINIX INC (EQIX) - 4.74% | N/A |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.57% | N/A |
| #6 | REALTY INCOME CORP (O) - 4.23% | N/A |
| #7 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 3.95% | N/A |
| #8 | PUBLIC STORAGE (PSA) - 3.62% | N/A |
| #9 | VENTAS INC (VTR) - 2.92% | N/A |
| #10 | IRON MOUNTAIN INC (IRM) - 2.91% | N/A |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 2.32% | N/A |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.31% | N/A |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.99% | N/A |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.75% | N/A |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 1.37% | N/A |
| #16 | INVITATION HOMES INC (INVH) - 1.25% | N/A |
| #17 | W.P. CAREY INC (WPC) - 1.24% | N/A |
| #18 | KIMCO REALTY CORP (KIM) - 1.23% | N/A |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.16% | N/A |
| #20 | HOST HOTELS & RESORTS INC (HST) - 1.16% | N/A |
| #21 | SUN COMMUNITIES INC (SUI) - 1.08% | N/A |
| #22 | HEALTHPEAK PROPERTIES INC (DOC) - 1.04% | N/A |
| #23 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.02% | N/A |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.01% | N/A |
| #25 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.00% | N/A |
| Total Holdings | 131 | 1 |
FRI vs SVIX - Historical Returns
Returns include dividend reinvestment.
1M
FRI
+2.25%
Winner
SVIX
+12.61%
3M
FRI
+9.14%
Winner
SVIX
+30.30%
6M
Winner
FRI
+17.07%
SVIX
+0.68%
1Y
FRI
+18.69%
Winner
SVIX
+47.76%
5Y(CAGR)
FRI
+4.71%
Winner
SVIX
+9.98%
10Y(CAGR)
FRI
+6.05%
SVIX
N/A
Max(CAGR)
FRI
+5.23%
Winner
SVIX
+9.98%
FRI vs SVIX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FRI | SVIX |
|---|---|---|
| 2026 | +16.80% | -10.58% |
| 2025 | +3.67% | -2.26% |
| 2024 | +6.78% | -32.90% |
| 2023 | +13.52% | +155.62% |
| 2022 | -24.21% | -0.88% |
| 2021 | +47.78% | N/A |
| 2020 | -6.50% | N/A |
| 2019 | +26.83% | N/A |
| 2018 | -3.95% | N/A |
| 2017 | +3.50% | N/A |
| 2016 | +9.19% | N/A |
| 2015 | +0.47% | N/A |
| 2014 | +30.00% | N/A |
| 2013 | +0.53% | N/A |
| 2012 | +16.38% | N/A |
| 2011 | +6.31% | N/A |
| 2010 | +28.60% | N/A |
| 2009 | +30.64% | N/A |
| 2008 | -38.19% | N/A |
| 2007 | -19.25% | N/A |
FRI vs SVIX Drawdown Comparison
The maximum drawdown for FRI was -71.97%, occurring on Mar 6, 2009. Recovery took 1284 trading sessions.
The maximum drawdown for SVIX was -79.30%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current SVIX drawdown is -56.51%.
| Rank | FRI | SVIX |
|---|---|---|
| #1 | -71.97% May 30, 2007 - Jul 2, 2012 | -79.30% Jul 12, 2024 - Apr 10, 2025 |
| #2 | -44.16% Feb 21, 2020 - Apr 21, 2021 | -39.40% Apr 4, 2022 - Jan 6, 2023 |
| #3 | -31.25% Dec 31, 2021 - Feb 6, 2026 | -31.75% Sep 14, 2023 - Nov 24, 2023 |
| #4 | -18.28% May 21, 2013 - Jun 5, 2014 | -27.64% Mar 6, 2023 - Apr 17, 2023 |
| #5 | -17.40% Jan 26, 2015 - May 6, 2016 | -18.81% Mar 27, 2024 - May 8, 2024 |
| #6 | -17.36% Aug 1, 2016 - Dec 6, 2018 | -16.11% Jul 26, 2023 - Aug 30, 2023 |
| #7 | -13.16% Dec 6, 2018 - Jan 31, 2019 | -13.74% Feb 1, 2023 - Mar 6, 2023 |
| #8 | -9.31% Sep 14, 2012 - Jan 15, 2013 | -11.89% May 1, 2023 - May 15, 2023 |
| #9 | -7.58% Sep 5, 2014 - Oct 27, 2014 | -10.41% Dec 14, 2023 - Jan 8, 2024 |
| #10 | -7.57% Mar 2, 2026 - Apr 16, 2026 | -9.60% Feb 8, 2024 - Feb 27, 2024 |
| #11 | -7.06% Sep 2, 2021 - Oct 26, 2021 | -8.34% Apr 19, 2023 - Apr 28, 2023 |
| #12 | -6.39% Oct 24, 2019 - Feb 10, 2020 | -8.25% May 18, 2023 - May 31, 2023 |
| #13 | -5.83% May 9, 2016 - Jun 28, 2016 | -8.17% Jan 11, 2024 - Jan 22, 2024 |
| #14 | -5.74% Nov 24, 2021 - Dec 8, 2021 | -8.12% Jan 23, 2024 - Feb 8, 2024 |
| #15 | -5.66% May 11, 2007 - May 30, 2007 | -6.91% Jun 28, 2023 - Jul 12, 2023 |
Correlation
Correlation between FRI and SVIX is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.07
-101
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