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FTIF vs FPEI
First Trust Bloomberg Inflation Sensitive Equity ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- FTIF costs 0.25% less per year.
- FPEI is significantly larger than FTIF — larger funds tend to be more liquid and less likely to close.
- FTIF follows a index tracking strategy; FPEI uses active selection.
- Over the last 3 years, FTIF has delivered higher annualized returns.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTIF | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.85% |
| Fund size (AUM) | $4M | $1.9B |
| Since | 2023 | 2017 |
| Dividend yield | 1.11% | 5.69% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +38.2% | +10.0% |
| CAGR 3Y | +15.4% | +11.2% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | 0.68 | 1.73 |
| Volatility 1Y | 15.09% | 3.76% |
| Max drawdown | -27.83% | -27.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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