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PFFD vs FPEI

Global X U.S. Preferred ETF vs First Trust Institutional Preferred Securities and Income ETF

PFFD

Global X U.S. Preferred ETF

Global X Funds

Annual cost

0.23%

Fund size

$2.2B

FPEI

First Trust Institutional Preferred Securities and Income ETF

First Trust

Annual cost

0.85%

Fund size

$1.9B

Key differences

  • PFFD costs 0.62% less per year.
  • PFFD is classified as fixed income, while FPEI is equity — different risk/return profiles.
  • PFFD follows a index tracking strategy; FPEI uses active selection.
  • Over the last 3 years, FPEI has delivered higher annualized returns.

Side-by-side comparison

PFFDFPEI
Annual cost (TER)0.23%0.85%
Fund size (AUM)$2.2B$1.9B
Since20172017
Dividend yield6.30%5.69%
Asset classfixed incomeequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+8.1%+9.6%
CAGR 3Y+6.2%+11.2%
CAGR 5Y+0.1%+4.2%
Sharpe 3Y0.331.73
Volatility 1Y7.21%3.74%
Max drawdown-30.93%-27.51%

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

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