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TBF vs FTRI

Comparison between PROSHARES SHORT 20+ YEAR TREASURY (TBF, ETF) and FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (FTRI, ETF).

5-Year PerformanceTBF has outperformed FTRI, delivering a return of +10.3% compared to +8.0%

TBF vs FTRI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TBF
$133M
Winner
FTRI
$133M
Expense Ratio
TBF
0.95%
Winner
FTRI
0.70%
Max Drawdown
TBF
71.19%
Winner
FTRI
45.13%
Sharpe Ratio
TBF
-0.20
Winner
FTRI
1.05
5Y Beta
Winner
TBF
-0.04
FTRI
0.62
5Y Dividends CAGR
Winner
TBF
91.76%
FTRI
-5.33%

TBF vs FTRI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TBF
-0.85%
FTRI
-5.24%
3M
Winner
TBF
+1.63%
FTRI
-6.95%
6M
TBF
+2.09%
Winner
FTRI
+10.43%
1Y
TBF
+2.86%
Winner
FTRI
+21.84%
5Y(CAGR)
Winner
TBF
+10.31%
FTRI
+8.01%
10Y(CAGR)
TBF
+2.91%
Winner
FTRI
+10.33%
Max(CAGR)
TBF
-3.13%
Winner
FTRI
+10.74%

TBF vs FTRI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearTBFFTRI
2026+1.88%+7.03%
2025+1.51%+31.91%
2024+15.60%-4.07%
2023+4.35%+3.32%
2022+38.48%+7.26%
2021+1.46%+23.44%
2020-18.48%-2.00%
2019-10.57%+21.80%
2018+2.13%-9.21%
2017-8.15%+11.19%
2016-2.77%+24.04%
2015-0.72%+0.78%
2014-23.32%N/A
2013+10.55%N/A
2012-7.14%N/A
2011-29.64%N/A
2010-12.48%N/A
2009+2.77%N/A

TBF vs FTRI Drawdown Comparison

The maximum drawdown for TBF was -70.40%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The maximum drawdown for FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.

The current TBF drawdown is -43.61%. The current FTRI drawdown is -10.83%.

RankTBFFTRI
#1-70.40%
Jan 11, 2010 - Aug 4, 2020
-43.82%
Jan 17, 2020 - Jan 6, 2021
#2-6.94%
Aug 21, 2009 - Dec 22, 2009
-27.55%
Apr 18, 2022 - Jun 12, 2025
#3-1.59%
Dec 28, 2009 - Jan 11, 2010
-17.27%
May 21, 2018 - Apr 8, 2019
#4N/A-14.54%
Dec 23, 2015 - Mar 2, 2016
#5N/A-14.38%
May 10, 2021 - Jan 12, 2022
#6N/A-14.18%
Mar 2, 2026 - Jun 10, 2026
#7N/A-13.58%
Apr 8, 2019 - Dec 16, 2019
#8N/A-10.18%
Apr 29, 2016 - Jul 18, 2016
#9N/A-9.42%
Jan 14, 2021 - Feb 16, 2021
#10N/A-8.90%
Jan 26, 2018 - May 14, 2018
#11N/A-8.48%
Mar 17, 2016 - Apr 13, 2016
#12N/A-8.35%
Jul 18, 2016 - Dec 5, 2016
#13N/A-8.32%
Mar 11, 2021 - Apr 16, 2021
#14N/A-7.37%
Jan 25, 2017 - Aug 1, 2017
#15N/A-7.27%
Mar 3, 2022 - Mar 21, 2022

Correlation

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

0.54
-101

Dividend Comparison (2015 - 2026)

TBF vs FTRI dividend yield comparison.

YearTBFFTRI
20260.38%0.39%
20253.39%2.35%
20244.06%4.29%
20234.99%6.56%
20220.36%8.37%
20210.00%6.58%
20200.22%3.64%
20191.68%6.25%
20180.88%4.24%
20170.00%3.60%
20160.00%2.96%
20150.00%0.89%

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