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FTSM vs FPE

First Trust Enhanced Short Maturity ETF vs First Trust Preferred Securities and Income ETF

FTSM

First Trust Enhanced Short Maturity ETF

First Trust

Annual cost

0.29%

Fund size

$6.4B

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • FTSM costs 0.54% less per year.
  • Over the last 3 years, FPE has delivered higher annualized returns.

Side-by-side comparison

FTSMFPE
Annual cost (TER)0.29%0.83%
Fund size (AUM)$6.4B$6.4B
Since20142013
Dividend yield4.20%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.3%+9.3%
CAGR 3Y+4.9%+11.0%
CAGR 5Y+3.5%+3.2%
Sharpe 3Y2.511.43
Volatility 1Y0.48%3.90%
Max drawdown-4.12%-33.35%

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

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