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