Screener
KNOW vs FPE
Fundamentals First ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both KNOW and FPE are fixed income ETFs. KNOW charges 1.09% a year and FPE 0.83%. The main difference: KNOW follows a active selection strategy; FPE uses index tracking.
- KNOW follows a active selection strategy; FPE uses index tracking.
- FPE costs 0.26% less per year.
- FPE is much larger than KNOW. 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
| KNOW | FPE | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.83% |
| Fund size (AUM) | $7M | $6.3B |
| Since | 2024 | 2013 |
| Dividend yield | 1.37% | 5.84% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.9% | +7.7% |
| CAGR 3Y | N/A | +10.1% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 9.80% | 3.87% |
| Max drawdown | -15.99% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.