FAAR vs TLTP

Quick Verdict

TLTP has a lower expense ratio. FAAR delivered stronger 1-year returns. TLTP offers more diversification with 3 holdings.

Lower Fees: TLTPHigher Returns: FAARMore Diversified: TLTP

Side-by-Side Comparison

MetricFAARTLTPWinner
Expense Ratio0.97%0.39%
AUM$191M$23M
Dividend Yield9.19%14.33%
Holdings65
YTD Return+15.76%-9.12%
1Y Return+20.43%-7.78%
3Y Return (annualized)+9.16%-
5Y Return (annualized)+7.39%-
Volatility (annualized)9.1%8.6%
Max Drawdown-18.8%-12.7%
Fund FamilyFirst Trust Portfolios (US)Amplify ETFs
CategoryCommodityAlternative
InceptionMay 18, 2016Oct 29, 2024

FAAR vs TLTP Performance

First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US) and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year FAAR returned +20.43% while TLTP returned -7.78%. Year to date, FAAR is up 15.76% versus a loss of 9.12% for TLTP.

Risk: Volatility and Drawdowns

FAAR has been the more volatile fund, with annualized monthly volatility of 9.1% compared with 8.6% for TLTP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.8% for FAAR and -12.7% for TLTP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FAAR charges 0.97% per year while TLTP charges 0.39%. On a $10,000 position that is $97 vs $39 annually, a gap of $58 per year that compounds over a long holding period. On income, FAAR currently yields 9.19% against 14.33% for TLTP.

Holdings Overlap

0.0%overlap

FAAR and TLTP share 0 holdings out of 4 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FAAR or TLTP?

FAAR has an expense ratio of 0.97% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $58 per year of difference.

Which performed better, FAAR or TLTP?

Over the past year FAAR returned +20.43% vs -7.78% for TLTP, so FAAR leads on 1-year performance. Over the longest common window we track (2 years), FAAR annualized +3.48% vs -5.23% for TLTP. Past performance does not guarantee future results.

Which is riskier, FAAR or TLTP?

FAAR has been the more volatile fund at 9.1% annualized versus 8.6% for TLTP. Worst drawdown: FAAR -18.8% vs TLTP -12.7%.

Should I hold both FAAR and TLTP?

FAAR and TLTP have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FAAR and TLTP?

FAAR and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 4 unique securities.

Which pays a higher dividend, FAAR or TLTP?

FAAR yields 9.19% while TLTP yields 14.33%, so TLTP currently pays the higher dividend yield.

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