Screener
FMHI vs FPEI
First Trust Municipal High Income ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- FMHI costs 0.36% less per year.
- FMHI is classified as fixed income, while FPEI is equity — different risk/return profiles.
- FMHI follows a index tracking strategy; FPEI uses active selection.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FMHI | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.85% |
| Fund size (AUM) | $950M | $1.9B |
| Since | 2017 | 2017 |
| Dividend yield | 4.25% | 5.69% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.1% | +9.6% |
| CAGR 3Y | +4.9% | +11.2% |
| CAGR 5Y | +0.8% | +4.2% |
| Sharpe 3Y | 0.28 | 1.73 |
| Volatility 1Y | 3.16% | 3.74% |
| Max drawdown | -18.83% | -27.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FMHI and FPEI
Explore further