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FPE vs LDSF
First Trust Preferred Securities and Income ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- LDSF costs 0.06% less per year.
- FPE is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- FPE follows a index tracking strategy; LDSF uses active selection.
- 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 | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.77% |
| Fund size (AUM) | $6.4B | $160M |
| Since | 2013 | 2019 |
| Dividend yield | 5.83% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +9.3% | +5.3% |
| CAGR 3Y | +11.0% | +5.2% |
| CAGR 5Y | +3.2% | +2.4% |
| Sharpe 3Y | 1.43 | 0.55 |
| Volatility 1Y | 3.90% | 2.05% |
| Max drawdown | -33.35% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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