Screener
FPEI vs FIXD
First Trust Institutional Preferred Securities and Income ETF vs First Trust Smith Opportunistic Fixed Income ETF
Key differences
Both FPEI and FIXD are fixed income ETFs. FPEI charges 0.85% a year and FIXD 0.65%. The main difference: FIXD costs 0.20% less per year.
- FIXD costs 0.20% less per year.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPEI | FIXD | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.65% |
| Fund size (AUM) | $1.9B | $3.3B |
| Since | 2017 | 2017 |
| Dividend yield | 5.73% | 4.68% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.9% | +5.0% |
| CAGR 3Y | +10.5% | +3.6% |
| CAGR 5Y | +4.2% | -0.4% |
| Sharpe 3Y | 1.58 | 0.03 |
| Volatility 1Y | 3.69% | 4.14% |
| Max drawdown | -27.51% | -20.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.