Skip to content
Beacon
Screener

ISBG vs FPE

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs First Trust Preferred Securities and Income ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

FPE

First Trust Preferred Securities and Income ETF

Annual cost

0.83%

Fund size

$6.3B

Key differences

ISBG is an alternative ETF, while FPE is a fixed income ETF. ISBG charges 1.14% a year and FPE 0.83%.

  • ISBG is an alternative fund, while FPE is a fixed income fund. They carry different risk/return profiles.
  • ISBG follows a active selection strategy; FPE uses index tracking.
  • FPE costs 0.31% less per year.
  • FPE is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • FPE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGFPE
Annual cost (TER)1.14%0.83%
Fund size (AUM)$5M$6.3B
Since20262013
Dividend yield5.84%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.6%
CAGR 3YN/A+10.2%
CAGR 5YN/A+3.1%
Sharpe 3YN/A1.29
Volatility 1Y3.86%
Max drawdown-49.42%-33.35%

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

Similar to ISBG and FPE