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FPE vs FSMB
First Trust Preferred Securities and Income ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
- FSMB costs 0.49% less per year.
- FPE is significantly larger than FSMB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FPE has delivered higher annualized returns.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPE | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.34% |
| Fund size (AUM) | $6.4B | $599M |
| Since | 2013 | 2018 |
| Dividend yield | 5.83% | 3.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.7% | +4.2% |
| CAGR 3Y | +11.0% | +3.5% |
| CAGR 5Y | +3.3% | +1.5% |
| Sharpe 3Y | 1.44 | -0.05 |
| Volatility 1Y | 3.91% | 1.40% |
| Max drawdown | -33.35% | -6.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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