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FPFD vs FSEC

Fidelity Preferred Securities & Income ETF vs Fidelity Investment Grade Securitized ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

FSEC

Fidelity Investment Grade Securitized ETF

Annual cost

0.36%

Fund size

$4.5B

Key differences

Both FPFD and FSEC are fixed income ETFs. FPFD charges 0.59% a year and FSEC 0.36%. The main difference: FSEC costs 0.23% less per year.

  • FSEC costs 0.23% less per year.
  • FSEC is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FPFD has delivered higher annualized returns.

Side-by-side comparison

FPFDFSEC
Annual cost (TER)0.59%0.36%
Fund size (AUM)$83M$4.5B
Since20212021
Dividend yield5.14%4.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+5.9%
CAGR 3Y+7.7%+4.5%
CAGR 5YN/A+0.4%
Sharpe 3Y0.980.16
Volatility 1Y2.95%5.34%
Max drawdown-20.83%-17.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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