Screener
FIXD vs FPEI
First Trust Smith Opportunistic Fixed Income ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both FIXD and FPEI are fixed income ETFs. FIXD charges 0.65% a year and FPEI 0.85%. The main difference: FIXD costs 0.20% less per year.
- FIXD costs 0.20% less per year.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FIXD | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.85% |
| Fund size (AUM) | $3.3B | $1.9B |
| Since | 2017 | 2017 |
| Dividend yield | 4.68% | 5.73% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.0% | +7.9% |
| CAGR 3Y | +3.6% | +10.5% |
| CAGR 5Y | -0.4% | +4.2% |
| Sharpe 3Y | 0.03 | 1.58 |
| Volatility 1Y | 4.14% | 3.69% |
| Max drawdown | -20.35% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.