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FTCB vs FPE

First Trust Core Investment Grade ETF vs First Trust Preferred Securities and Income ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • FTCB costs 0.27% less per year.
  • FTCB follows a active selection strategy; FPE uses index tracking.
  • FPE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBFPE
Annual cost (TER)0.56%0.83%
Fund size (AUM)$2.4B$6.4B
Since20232013
Dividend yield4.85%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.4%+9.3%
CAGR 3YN/A+11.0%
CAGR 5YN/A+3.2%
Sharpe 3YN/A1.43
Volatility 1Y4.09%3.90%
Max drawdown-4.99%-33.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTCB and FPE