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FPE vs FMHI
First Trust Preferred Securities and Income ETF vs First Trust Municipal High Income ETF
Key differences
- FMHI costs 0.34% less per year.
- FPE is significantly larger than FMHI — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FPE has delivered higher annualized returns.
Side-by-side comparison
| FPE | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.49% |
| Fund size (AUM) | $6.4B | $950M |
| Since | 2013 | 2017 |
| Dividend yield | 5.83% | 4.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.3% | +7.1% |
| CAGR 3Y | +11.0% | +4.9% |
| CAGR 5Y | +3.2% | +0.8% |
| Sharpe 3Y | 1.43 | 0.28 |
| Volatility 1Y | 3.90% | 3.16% |
| Max drawdown | -33.35% | -18.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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