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FCEF vs FPEI
First Trust Income Opportunity ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- FPEI costs 2.84% less per year.
- FPEI is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FCEF is classified as mixed asset, while FPEI is equity — different risk/return profiles.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FCEF | FPEI | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.85% |
| Fund size (AUM) | $75M | $1.9B |
| Since | 2016 | 2017 |
| Dividend yield | 6.24% | 5.69% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +9.6% |
| CAGR 3Y | +16.1% | +11.2% |
| CAGR 5Y | +6.5% | +4.2% |
| Sharpe 3Y | 1.19 | 1.73 |
| Volatility 1Y | 7.84% | 3.74% |
| Max drawdown | -44.81% | -27.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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