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FPE vs FTBI
First Trust Preferred Securities and Income ETF vs First Trust Balanced Income ETF
Key differences
- FPE costs 0.14% less per year.
- FPE is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FPE is classified as fixed income, while FTBI is mixed asset — different risk/return profiles.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPE | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.97% |
| Fund size (AUM) | $6.4B | $20M |
| Since | 2013 | 2025 |
| Dividend yield | 5.83% | — |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.3% | N/A |
| CAGR 3Y | +11.0% | N/A |
| CAGR 5Y | +3.2% | N/A |
| Sharpe 3Y | 1.43 | N/A |
| Volatility 1Y | 3.90% | — |
| Max drawdown | -33.35% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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