FTIF vs BEEZ
Comparison between FIRST TRUST BLOOMBERG INFLATION SENSITIVE EQUITY ETF (FTIF, ETF) and HONEYTREE U.S. EQUITY ETF (BEEZ, ETF).
FTIF vs BEEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTIF
$5.50M
Winner
BEEZ
$5.60M
Expense Ratio
Winner
FTIF
0.60%
BEEZ
0.64%
Max Drawdown
FTIF
29.79%
Winner
BEEZ
19.11%
Sharpe Ratio
Winner
FTIF
1.74
BEEZ
-0.09
5Y Beta
FTIF
0.89
Winner
BEEZ
0.79
P/E Ratio
Winner
FTIF
21.16
BEEZ
27.14
Forward P/E
Winner
FTIF
14.52
BEEZ
22.65
PEG Ratio
Winner
FTIF
0.31
BEEZ
0.98
5Y EPS CAGR
FTIF
13.62%
Winner
BEEZ
21.46%
Debt to Equity
Winner
FTIF
50.48%
BEEZ
60.57%
P/S Ratio
Winner
FTIF
2.18
BEEZ
3.85
P/B Ratio
Winner
FTIF
2.54
BEEZ
6.80
FTIF vs BEEZ - Holdings Comparison
FTIF and BEEZ have 3 common holdings. Overlap is 4.00%
FTIF's top 25 holdings weight is 58.95%. BEEZ's top 25 holdings weight is 99.53%.
| Rank | FTIF | BEEZ |
|---|---|---|
| #1 | DEVON ENERGY CORP (DVN) - 4.00% | SERVICENOW INC (NOW) - 5.52% |
| #2 | ELEMENT SOLUTIONS INC (ESI) - 2.75% | AGILENT TECHNOLOGIES INC (A) - 4.61% |
| #3 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.75% | LAM RESEARCH CORP (LRCX) - 4.47% |
| #4 | VALERO ENERGY CORP (VLO) - 2.56% | THE DESCARTES SYSTEMS GROUP INC (n/a) - 4.29% |
| #5 | CATERPILLAR INC (CAT) - 2.56% | BADGER METER INC (BMI) - 4.18% |
| #6 | ALCOA CORP (AA) - 2.54% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 4.16% |
| #7 | APA CORP (APA) - 2.49% | ACCENTURE PLC CLASS A (ACN) - 4.11% |
| #8 | OVINTIV INC (OVV) - 2.41% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 4.11% |
| #9 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.40% | THERMO FISHER SCIENTIFIC INC (TMO) - 4.10% |
| #10 | SLB LTD (SLB) - 2.38% | CINTAS CORP (CTAS) - 4.09% |
| #11 | CF INDUSTRIES HOLDINGS INC (CF) - 2.36% | FASTENAL CO (FAST) - 4.03% |
| #12 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.32% | LINDE PLC (LIN) - 3.98% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.29% | EQUINIX INC (EQIX) - 3.95% |
| #14 | HALLIBURTON CO (HAL) - 2.28% | VISA INC CLASS A (V) - 3.94% |
| #15 | RELIANCE INC (RS) - 2.18% | CUMMINS INC (CMI) - 3.90% |
| #16 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 2.14% | ILLINOIS TOOL WORKS INC (ITW) - 3.86% |
| #17 | HOST HOTELS & RESORTS INC (HST) - 2.14% | COMFORT SYSTEMS USA INC (FIX) - 3.85% |
| #18 | CUMMINS INC (CMI) - 2.13% | MASTERCARD INC CLASS A (MA) - 3.81% |
| #19 | EOG RESOURCES INC (EOG) - 2.13% | COSTCO WHOLESALE CORP (COST) - 3.75% |
| #20 | EATON CORP PLC (ETN) - 2.11% | PENTAIR PLC (PNR) - 3.65% |
| #21 | NOV INC (NOV) - 2.10% | SHERWIN-WILLIAMS CO (SHW) - 3.65% |
| #22 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.04% | APTARGROUP INC (ATR) - 3.60% |
| #23 | CHEVRON CORP (CVX) - 1.98% | FEDERAL SIGNAL CORP (FSS) - 3.53% |
| #24 | MURPHY OIL CORP (MUR) - 1.96% | INTUIT INC (INTU) - 3.21% |
| #25 | DUPONT DE NEMOURS INC (DD) - 1.95% | CBOE GLOBAL MARKETS INC (CBOE) - 3.18% |
| Total Holdings | 50 | 28 |
FTIF vs BEEZ - Historical Returns
Returns include dividend reinvestment.
1M
FTIF
-0.04%
Winner
BEEZ
+1.37%
3M
Winner
FTIF
+8.17%
BEEZ
+1.63%
6M
Winner
FTIF
+23.52%
BEEZ
-0.31%
1Y
Winner
FTIF
+33.50%
BEEZ
+1.56%
Max(CAGR)
Winner
FTIF
+13.75%
BEEZ
+12.03%
FTIF vs BEEZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FTIF | BEEZ |
|---|---|---|
| 2026 | +22.31% | +0.34% |
| 2025 | +7.57% | +6.38% |
| 2024 | +0.43% | +11.46% |
| 2023 | +12.51% | +14.28% |
FTIF vs BEEZ Drawdown Comparison
The maximum drawdown for FTIF was -27.82%, occurring on Apr 8, 2025. Recovery took 445 trading sessions.
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current FTIF drawdown is -1.41%. The current BEEZ drawdown is -3.79%.
| Rank | FTIF | BEEZ |
|---|---|---|
| #1 | -27.82% Apr 5, 2024 - Jan 14, 2026 | -18.61% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -9.87% Apr 11, 2023 - Jun 30, 2023 | -8.41% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -8.59% Sep 1, 2023 - Dec 19, 2023 | -8.22% Mar 7, 2024 - Jul 16, 2024 |
| #4 | -6.64% Dec 26, 2023 - Feb 22, 2024 | -6.10% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -5.33% Mar 14, 2023 - Mar 30, 2023 | -5.88% Aug 22, 2025 - Jan 6, 2026 |
| #6 | -3.87% Mar 2, 2026 - Mar 25, 2026 | -4.15% Oct 14, 2024 - Nov 8, 2024 |
| #7 | -3.50% Aug 9, 2023 - Sep 1, 2023 | -3.44% Jan 22, 2026 - Feb 27, 2026 |
| #8 | -3.29% May 5, 2026 - May 7, 2026 | -3.38% Dec 28, 2023 - Jan 19, 2024 |
| #9 | -2.58% Apr 3, 2023 - Apr 11, 2023 | -2.60% Nov 8, 2024 - Nov 25, 2024 |
| #10 | -2.53% Jul 3, 2023 - Jul 11, 2023 | -2.55% Aug 30, 2024 - Sep 11, 2024 |
| #11 | -2.30% Feb 4, 2026 - Feb 6, 2026 | -2.31% Feb 12, 2024 - Feb 22, 2024 |
| #12 | -2.12% Apr 13, 2026 - Apr 23, 2026 | -1.89% Jan 9, 2026 - Jan 22, 2026 |
| #13 | -2.03% Jul 13, 2023 - Jul 24, 2023 | -1.43% Jan 22, 2024 - Jan 29, 2024 |
| #14 | -2.01% Feb 11, 2026 - Feb 19, 2026 | -1.16% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -1.40% Dec 19, 2023 - Dec 26, 2023 | -1.09% Jan 30, 2024 - Feb 2, 2024 |
Correlation
Correlation between FTIF and BEEZ is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2023 - 2026)
FTIF vs BEEZ dividend yield comparison.
| Year | FTIF | BEEZ |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.45% | 0.56% |
| 2024 | 2.88% | 0.61% |
| 2023 | 1.55% | 0.19% |
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