Screener
FPEI vs ISBG
First Trust Institutional Preferred Securities and Income ETF vs IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF
Key differences
FPEI is a fixed income ETF, while ISBG is an alternative ETF. FPEI charges 0.85% a year and ISBG 1.14%.
- FPEI is a fixed income fund, while ISBG is an alternative fund. They carry different risk/return profiles.
- FPEI costs 0.29% less per year.
- FPEI is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPEI | ISBG | |
|---|---|---|
| Annual cost (TER) | 0.85% | 1.14% |
| Fund size (AUM) | $1.9B | $5M |
| Since | 2017 | 2026 |
| Dividend yield | 5.73% | — |
| Asset class | fixed income | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.3% | N/A |
| CAGR 3Y | +10.9% | N/A |
| CAGR 5Y | +4.2% | N/A |
| Sharpe 3Y | 1.67 | N/A |
| Volatility 1Y | 3.69% | — |
| Max drawdown | -27.51% | -49.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.