Screener
FPFD vs FPE
Fidelity Preferred Securities & Income ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both FPFD and FPE are fixed income ETFs. FPFD charges 0.59% a year and FPE 0.83%. The main difference: FPFD costs 0.24% less per year.
- FPFD costs 0.24% less per year.
- FPE is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPE has delivered higher annualized returns.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPFD | FPE | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.83% |
| Fund size (AUM) | $83M | $6.3B |
| Since | 2021 | 2013 |
| Dividend yield | 5.14% | 5.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +7.6% |
| CAGR 3Y | +7.7% | +10.2% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | 0.98 | 1.29 |
| Volatility 1Y | 2.95% | 3.86% |
| Max drawdown | -20.83% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.