Screener
FXED vs VRP
Sound Enhanced Fixed Income ETF vs Invesco Variable Rate Preferred ETF
Key differences
Both FXED and VRP are fixed income ETFs. FXED charges 1.89% a year and VRP 0.50%. The main difference: FXED follows a active selection strategy; VRP uses index tracking.
- FXED follows a active selection strategy; VRP uses index tracking.
- VRP costs 1.39% less per year.
- VRP is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VRP has delivered higher annualized returns.
- VRP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FXED | VRP | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.50% |
| Fund size (AUM) | $40M | $2.9B |
| Since | 2020 | 2014 |
| Dividend yield | 7.10% | 6.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.6% |
| CAGR 3Y | +6.6% | +9.6% |
| CAGR 5Y | +2.3% | +4.3% |
| Sharpe 3Y | 0.38 | 1.31 |
| Volatility 1Y | 6.85% | 2.89% |
| Max drawdown | -20.07% | -46.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.