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FPE vs LMBS
First Trust Preferred Securities and Income ETF vs First Trust Low Duration Opportunities ETF
Key differences
- LMBS costs 0.17% less per year.
- Over the last 3 years, FPE has delivered higher annualized returns.
Side-by-side comparison
| FPE | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.66% |
| Fund size (AUM) | $6.4B | $6.2B |
| Since | 2013 | 2014 |
| Dividend yield | 5.83% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.3% | +6.4% |
| CAGR 3Y | +11.0% | +5.6% |
| CAGR 5Y | +3.2% | +3.0% |
| Sharpe 3Y | 1.43 | 0.75 |
| Volatility 1Y | 3.90% | 1.96% |
| Max drawdown | -33.35% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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