Screener
FPEI vs FPFD
First Trust Institutional Preferred Securities and Income ETF vs Fidelity Preferred Securities & Income ETF
Key differences
Both FPEI and FPFD are fixed income ETFs. FPEI charges 0.85% a year and FPFD 0.59%. The main difference: FPFD costs 0.26% less per year.
- FPFD costs 0.26% less per year.
- FPEI is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPEI | FPFD | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.59% |
| Fund size (AUM) | $1.9B | $83M |
| Since | 2017 | 2021 |
| Dividend yield | 5.73% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.1% | +5.8% |
| CAGR 3Y | +10.6% | +7.5% |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 1.59 | 0.95 |
| Volatility 1Y | 3.71% | 2.98% |
| Max drawdown | -27.51% | -20.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.