Screener
FPEI vs FSIG
First Trust Institutional Preferred Securities and Income ETF vs First Trust Limited Duration Investment Grade Corporate ETF
Key differences
- FSIG costs 0.41% less per year.
- FPEI is classified as equity, while FSIG is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; FSIG uses index tracking.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPEI | FSIG | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.44% |
| Fund size (AUM) | $1.9B | $1.5B |
| Since | 2017 | 2021 |
| Dividend yield | 5.69% | 4.60% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.6% | +4.6% |
| CAGR 3Y | +11.2% | +5.0% |
| CAGR 5Y | +4.2% | N/A |
| Sharpe 3Y | 1.73 | 0.50 |
| Volatility 1Y | 3.74% | 2.27% |
| Max drawdown | -27.51% | -6.89% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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