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PFXF vs FPEI
VanEck Preferred Securities ex Financials ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- PFXF costs 0.45% less per year.
- PFXF is classified as fixed income, while FPEI is equity — different risk/return profiles.
- PFXF follows a index tracking strategy; FPEI uses active selection.
- PFXF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFXF | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.85% |
| Fund size (AUM) | $2.3B | $1.9B |
| Since | 2012 | 2017 |
| Dividend yield | 6.31% | 5.69% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +18.2% | +9.6% |
| CAGR 3Y | +10.5% | +11.2% |
| CAGR 5Y | +4.4% | +4.2% |
| Sharpe 3Y | 0.72 | 1.73 |
| Volatility 1Y | 8.86% | 3.74% |
| Max drawdown | -35.49% | -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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