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HISF vs FPE

First Trust High Income Strategic Focus ETF vs First Trust Preferred Securities and Income ETF

HISF

First Trust High Income Strategic Focus ETF

First Trust

Annual cost

0.83%

Fund size

$91M

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • FPE is significantly larger than HISF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FPE has delivered higher annualized returns.

Side-by-side comparison

HISFFPE
Annual cost (TER)0.83%0.83%
Fund size (AUM)$91M$6.4B
Since20142013
Dividend yield4.94%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+9.7%
CAGR 3Y+5.0%+11.0%
CAGR 5Y+1.9%+3.3%
Sharpe 3Y0.331.44
Volatility 1Y3.36%3.91%
Max drawdown-27.86%-33.35%

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

Similar to HISF and FPE