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PFFR vs FPEI

InfraCap REIT Preferred ETF vs First Trust Institutional Preferred Securities and Income ETF

PFFR

InfraCap REIT Preferred ETF

Annual cost

0.45%

Fund size

$118M

FPEI

First Trust Institutional Preferred Securities and Income ETF

Annual cost

0.85%

Fund size

$1.9B

Key differences

  • PFFR costs 0.40% less per year.
  • FPEI is significantly larger than PFFR — larger funds tend to be more liquid and less likely to close.
  • PFFR is classified as fixed income, while FPEI is equity — different risk/return profiles.
  • PFFR follows a index tracking strategy; FPEI uses active selection.

Side-by-side comparison

PFFRFPEI
Annual cost (TER)0.45%0.85%
Fund size (AUM)$118M$1.9B
Since20172017
Dividend yield8.16%5.69%
Asset classfixed incomeequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+6.8%+10.0%
CAGR 3Y+10.5%+11.2%
CAGR 5Y+1.5%+4.4%
Sharpe 3Y0.741.73
Volatility 1Y8.00%3.76%
Max drawdown-53.02%-27.51%

Similar to PFFR and FPEI