Screener
LDSF vs FPE
First Trust Low Duration Strategic Focus ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both LDSF and FPE are fixed income ETFs. LDSF charges 0.77% a year and FPE 0.83%. The main difference: LDSF follows a active selection strategy; FPE uses index tracking.
- LDSF follows a active selection strategy; FPE uses index tracking.
- LDSF costs 0.06% less per year.
- FPE is much larger than LDSF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPE has delivered higher annualized returns.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LDSF | FPE | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.83% |
| Fund size (AUM) | $162M | $6.3B |
| Since | 2019 | 2013 |
| Dividend yield | 4.62% | 5.84% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.9% | +7.7% |
| CAGR 3Y | +5.4% | +10.1% |
| CAGR 5Y | +2.4% | +3.1% |
| Sharpe 3Y | 0.62 | 1.27 |
| Volatility 1Y | 2.04% | 3.87% |
| Max drawdown | -8.56% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.