Screener
FPEI vs FTBI
First Trust Institutional Preferred Securities and Income ETF vs First Trust Balanced Income ETF
Key differences
- FPEI costs 0.12% less per year.
- FPEI is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FPEI is classified as equity, while FTBI is mixed asset — different risk/return profiles.
- FPEI follows a active selection strategy; FTBI uses index tracking.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPEI | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.97% |
| Fund size (AUM) | $1.9B | $20M |
| Since | 2017 | 2025 |
| Dividend yield | 5.69% | — |
| Asset class | equity | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.6% | N/A |
| CAGR 3Y | +11.2% | N/A |
| CAGR 5Y | +4.2% | N/A |
| Sharpe 3Y | 1.73 | N/A |
| Volatility 1Y | 3.74% | — |
| Max drawdown | -27.51% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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