Screener
KNOW vs FPEI
Fundamentals First ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both KNOW and FPEI are fixed income ETFs. KNOW charges 1.09% a year and FPEI 0.85%. The main difference: FPEI costs 0.24% less per year.
- FPEI costs 0.24% less per year.
- FPEI is much larger than KNOW. Larger funds are usually more liquid and less likely to close.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KNOW | FPEI | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.85% |
| Fund size (AUM) | $7M | $1.9B |
| Since | 2024 | 2017 |
| Dividend yield | 1.37% | 5.73% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.9% | +8.1% |
| CAGR 3Y | N/A | +10.6% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | N/A | 1.59 |
| Volatility 1Y | 9.80% | 3.71% |
| Max drawdown | -15.99% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.