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FPEI vs ISSB

First Trust Institutional Preferred Securities and Income ETF vs IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

FPEI

First Trust Institutional Preferred Securities and Income ETF

Annual cost

0.85%

Fund size

$1.9B

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

Key differences

FPEI is a fixed income ETF, while ISSB is an alternative ETF. FPEI charges 0.85% a year and ISSB 1.14%.

  • FPEI is a fixed income fund, while ISSB is an alternative fund. They carry different risk/return profiles.
  • FPEI follows a active selection strategy; ISSB uses option income.
  • FPEI costs 0.29% less per year.
  • FPEI is much larger than ISSB. 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

FPEIISSB
Annual cost (TER)0.85%1.14%
Fund size (AUM)$1.9B$2M
Since20172026
Dividend yield5.73%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+8.1%N/A
CAGR 3Y+10.7%N/A
CAGR 5Y+4.2%N/A
Sharpe 3Y1.63N/A
Volatility 1Y3.69%
Max drawdown-27.51%-30.57%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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