Skip to content
Beacon
Screener

FPE vs IUSB

First Trust Preferred Securities and Income ETF vs iShares Core Universal USD Bond ETF

FPE

First Trust Preferred Securities and Income ETF

Annual cost

0.83%

Fund size

$6.4B

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.77% less per year.
  • IUSB is significantly larger than FPE — 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

FPEIUSB
Annual cost (TER)0.83%0.06%
Fund size (AUM)$6.4B$36.5B
Since20132014
Dividend yield5.83%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+6.0%
CAGR 3Y+11.0%+4.6%
CAGR 5Y+3.3%+0.6%
Sharpe 3Y1.440.21
Volatility 1Y3.91%3.66%
Max drawdown-33.35%-17.90%

Similar to FPE and IUSB