Screener
FPEI vs FTCB
First Trust Institutional Preferred Securities and Income ETF vs First Trust Core Investment Grade ETF
Key differences
- FTCB costs 0.29% less per year.
- FPEI is classified as equity, while FTCB is fixed income — different risk/return profiles.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPEI | FTCB | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.56% |
| Fund size (AUM) | $1.9B | $2.4B |
| Since | 2017 | 2023 |
| Dividend yield | 5.69% | 4.85% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.6% | +6.4% |
| CAGR 3Y | +11.2% | N/A |
| CAGR 5Y | +4.2% | N/A |
| Sharpe 3Y | 1.73 | N/A |
| Volatility 1Y | 3.74% | 4.09% |
| Max drawdown | -27.51% | -4.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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