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PFF vs FPE

iShares Preferred and Income Securities ETF vs First Trust Preferred Securities and Income ETF

PFF

iShares Preferred and Income Securities ETF

iShares

Annual cost

0.45%

Fund size

$13.9B

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • PFF costs 0.38% less per year.
  • Over the last 3 years, FPE has delivered higher annualized returns.
  • PFF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFFFPE
Annual cost (TER)0.45%0.83%
Fund size (AUM)$13.9B$6.4B
Since20072013
Dividend yield5.65%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.2%+9.3%
CAGR 3Y+7.8%+11.0%
CAGR 5Y+1.8%+3.2%
Sharpe 3Y0.511.43
Volatility 1Y6.79%3.90%
Max drawdown-34.10%-33.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFF and FPE