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FPE vs PGX

First Trust Preferred Securities and Income ETF vs Invesco Preferred ETF

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • PGX costs 0.33% less per year.
  • Over the last 3 years, FPE has delivered higher annualized returns.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPEPGX
Annual cost (TER)0.83%0.50%
Fund size (AUM)$6.4B$3.9B
Since20132008
Dividend yield5.83%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.3%+7.2%
CAGR 3Y+11.0%+5.8%
CAGR 5Y+3.2%-0.4%
Sharpe 3Y1.430.28
Volatility 1Y3.90%6.15%
Max drawdown-33.35%-34.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FPE and PGX