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FPEI vs PFF
First Trust Institutional Preferred Securities and Income ETF vs iShares Preferred and Income Securities ETF
Key differences
- PFF costs 0.40% less per year.
- PFF is significantly larger than FPEI — larger funds tend to be more liquid and less likely to close.
- FPEI is classified as equity, while PFF is fixed income — different risk/return profiles.
- FPEI follows a active selection strategy; PFF uses index tracking.
- Over the last 3 years, FPEI has delivered higher annualized returns.
- PFF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPEI | PFF | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.45% |
| Fund size (AUM) | $1.9B | $13.9B |
| Since | 2017 | 2007 |
| Dividend yield | 5.69% | 5.65% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.6% | +10.2% |
| CAGR 3Y | +11.2% | +7.8% |
| CAGR 5Y | +4.2% | +1.8% |
| Sharpe 3Y | 1.73 | 0.51 |
| Volatility 1Y | 3.74% | 6.79% |
| Max drawdown | -27.51% | -34.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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