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FPEI vs FCEF
First Trust Institutional Preferred Securities and Income ETF vs First Trust Income Opportunity ETF
Key differences
- FPEI costs 2.84% less per year.
- FPEI is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FPEI is classified as equity, while FCEF is mixed asset — different risk/return profiles.
- Over the last 3 years, FCEF has delivered higher annualized returns.
Side-by-side comparison
| FPEI | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.85% | 3.69% |
| Fund size (AUM) | $1.9B | $75M |
| Since | 2017 | 2016 |
| Dividend yield | 5.69% | 6.24% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.6% | +18.7% |
| CAGR 3Y | +11.2% | +16.1% |
| CAGR 5Y | +4.2% | +6.5% |
| Sharpe 3Y | 1.73 | 1.19 |
| Volatility 1Y | 3.74% | 7.84% |
| Max drawdown | -27.51% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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