Screener
FIXD vs FPE
First Trust Smith Opportunistic Fixed Income ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both FIXD and FPE are fixed income ETFs. FIXD charges 0.65% a year and FPE 0.83%. The main difference: FIXD follows a active selection strategy; FPE uses index tracking.
- FIXD follows a active selection strategy; FPE uses index tracking.
- FIXD costs 0.18% less per year.
- Over the last three years, FPE has delivered higher annualized returns.
Side-by-side comparison
| FIXD | FPE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.83% |
| Fund size (AUM) | $3.3B | $6.3B |
| Since | 2017 | 2013 |
| Dividend yield | 4.68% | 5.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +7.5% |
| CAGR 3Y | +3.6% | +10.0% |
| CAGR 5Y | -0.4% | +3.0% |
| Sharpe 3Y | 0.03 | 1.26 |
| Volatility 1Y | 4.14% | 3.86% |
| Max drawdown | -20.35% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.