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FPEI vs FMHI
First Trust Institutional Preferred Securities and Income ETF vs First Trust Municipal High Income ETF
Key differences
- FMHI costs 0.36% less per year.
- FPEI is classified as equity, while FMHI is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; FMHI uses index tracking.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPEI | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.49% |
| Fund size (AUM) | $1.9B | $950M |
| Since | 2017 | 2017 |
| Dividend yield | 5.69% | 4.25% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.6% | +7.1% |
| CAGR 3Y | +11.2% | +4.9% |
| CAGR 5Y | +4.2% | +0.8% |
| Sharpe 3Y | 1.73 | 0.28 |
| Volatility 1Y | 3.74% | 3.16% |
| Max drawdown | -27.51% | -18.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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