Screener
LDSF vs FPEI
First Trust Low Duration Strategic Focus ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both LDSF and FPEI are fixed income ETFs. LDSF charges 0.77% a year and FPEI 0.85%. The main difference: LDSF costs 0.08% less per year.
- LDSF costs 0.08% less per year.
- FPEI is much larger than LDSF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| LDSF | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.85% |
| Fund size (AUM) | $162M | $1.9B |
| Since | 2019 | 2017 |
| Dividend yield | 4.62% | 5.73% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.9% | +8.1% |
| CAGR 3Y | +5.4% | +10.6% |
| CAGR 5Y | +2.4% | +4.3% |
| Sharpe 3Y | 0.62 | 1.59 |
| Volatility 1Y | 2.04% | 3.71% |
| Max drawdown | -8.56% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.