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FPEI vs IUSB
First Trust Institutional Preferred Securities and Income ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.79% less per year.
- IUSB is significantly larger than FPEI — larger funds tend to be more liquid and less likely to close.
- FPEI is classified as equity, while IUSB is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; IUSB uses index tracking.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPEI | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.06% |
| Fund size (AUM) | $1.9B | $36.5B |
| Since | 2017 | 2014 |
| Dividend yield | 5.69% | 4.24% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.0% | +6.0% |
| CAGR 3Y | +11.2% | +4.6% |
| CAGR 5Y | +4.4% | +0.6% |
| Sharpe 3Y | 1.73 | 0.21 |
| Volatility 1Y | 3.76% | 3.66% |
| Max drawdown | -27.51% | -17.90% |
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