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FTHB vs FPEI

FIS Faith Income ETF vs First Trust Institutional Preferred Securities and Income ETF

FTHB

FIS Faith Income ETF

Annual cost

Fund size

FPEI

First Trust Institutional Preferred Securities and Income ETF

Annual cost

0.85%

Fund size

$1.9B

Key differences

Both FTHB and FPEI are fixed income ETFs. The main difference: FTHB follows a index tracking strategy; FPEI uses active selection.

  • FTHB follows a index tracking strategy; FPEI uses active selection.

Side-by-side comparison

FTHBFPEI
Annual cost (TER)0.85%
Fund size (AUM)$1.9B
Since2017
Dividend yield5.73%
Asset classfixed incomefixed income
Region
Strategyindex trackingactive selection
CAGR 1YN/A+8.1%
CAGR 3YN/A+10.6%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.59
Volatility 1Y3.71%
Max drawdown-1.34%-27.51%

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

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