Screener
FPEI vs KNOW
First Trust Institutional Preferred Securities and Income ETF vs Fundamentals First ETF
Key differences
Both FPEI and KNOW are fixed income ETFs. FPEI charges 0.85% a year and KNOW 1.09%. The main difference: FPEI costs 0.24% less per year.
- FPEI costs 0.24% less per year.
- FPEI is much larger than KNOW. 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 | KNOW | |
|---|---|---|
| Annual cost (TER) | 0.85% | 1.09% |
| Fund size (AUM) | $1.9B | $7M |
| Since | 2017 | 2024 |
| Dividend yield | 5.73% | 1.37% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.1% | +18.9% |
| CAGR 3Y | +10.6% | N/A |
| CAGR 5Y | +4.3% | N/A |
| Sharpe 3Y | 1.59 | N/A |
| Volatility 1Y | 3.71% | 9.80% |
| Max drawdown | -27.51% | -15.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.