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FPEI vs FPE
First Trust Institutional Preferred Securities and Income ETF vs First Trust Preferred Securities and Income ETF
Key differences
- FPE is significantly larger than FPEI — larger funds tend to be more liquid and less likely to close.
- FPEI is classified as equity, while FPE is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; FPE uses index tracking.
Side-by-side comparison
| FPEI | FPE | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.83% |
| Fund size (AUM) | $1.9B | $6.4B |
| Since | 2017 | 2013 |
| Dividend yield | 5.69% | 5.83% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.6% | +9.3% |
| CAGR 3Y | +11.2% | +11.0% |
| CAGR 5Y | +4.2% | +3.2% |
| Sharpe 3Y | 1.73 | 1.43 |
| Volatility 1Y | 3.74% | 3.90% |
| Max drawdown | -27.51% | -33.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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