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FPX vs FCEF
First Trust US Equity Opportunities ETF vs First Trust Income Opportunity ETF
Key differences
- FPX costs 3.12% less per year.
- FPX is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FPX is classified as equity, while FCEF is mixed asset — different risk/return profiles.
- FPX follows a index tracking strategy; FCEF uses active selection.
- Over the last 3 years, FPX has delivered higher annualized returns.
- FPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPX | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.57% | 3.69% |
| Fund size (AUM) | $1.3B | $75M |
| Since | 2006 | 2016 |
| Dividend yield | 0.52% | 6.24% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +43.6% | +18.7% |
| CAGR 3Y | +32.8% | +16.1% |
| CAGR 5Y | +11.1% | +6.5% |
| Sharpe 3Y | 1.08 | 1.19 |
| Volatility 1Y | 23.17% | 7.84% |
| Max drawdown | -43.14% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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