Screener
FPFD vs FPEI
Fidelity Preferred Securities & Income ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both FPFD and FPEI are fixed income ETFs. FPFD charges 0.59% a year and FPEI 0.85%. The main difference: FPFD follows a index tracking strategy; FPEI uses active selection.
- FPFD follows a index tracking strategy; FPEI uses active selection.
- FPFD costs 0.26% less per year.
- FPEI is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| FPFD | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.85% |
| Fund size (AUM) | $83M | $1.9B |
| Since | 2021 | 2017 |
| Dividend yield | 5.14% | 5.73% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.5% | +8.1% |
| CAGR 3Y | +7.7% | +10.7% |
| CAGR 5Y | N/A | +4.2% |
| Sharpe 3Y | 0.98 | 1.63 |
| Volatility 1Y | 2.95% | 3.69% |
| Max drawdown | -20.83% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.