Screener
FPEI vs BTOT
First Trust Institutional Preferred Securities and Income ETF vs iShares Total USD Fixed Income Market ETF
Key differences
- FPEI is classified as equity, while BTOT is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; BTOT uses index tracking.
Side-by-side comparison
| FPEI | BTOT | |
|---|---|---|
| Annual cost (TER) | 0.85% | — |
| Fund size (AUM) | $1.9B | — |
| Since | 2017 | — |
| Dividend yield | 5.69% | — |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.0% | N/A |
| CAGR 3Y | +11.2% | N/A |
| CAGR 5Y | +4.4% | N/A |
| Sharpe 3Y | 1.73 | N/A |
| Volatility 1Y | 3.76% | — |
| Max drawdown | -27.51% | -2.36% |
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