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FPEI vs FIIG

First Trust Institutional Preferred Securities and Income ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

FPEI

First Trust Institutional Preferred Securities and Income ETF

First Trust

Annual cost

0.85%

Fund size

$1.9B

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

Key differences

  • FIIG costs 0.36% less per year.
  • FPEI is classified as equity, while FIIG is fixed income — different risk/return profiles.
  • FPEI follows a active selection strategy; FIIG uses index tracking.
  • FPEI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPEIFIIG
Annual cost (TER)0.85%0.49%
Fund size (AUM)$1.9B$671M
Since20172023
Dividend yield5.69%4.64%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.6%+6.3%
CAGR 3Y+11.2%N/A
CAGR 5Y+4.2%N/A
Sharpe 3Y1.73N/A
Volatility 1Y3.74%4.67%
Max drawdown-27.51%-5.50%

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

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