Screener
PREF vs FPEI
Principal Spectrum Preferred Securities Active ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- PREF costs 0.30% less per year.
- PREF is classified as fixed income, while FPEI is equity — different risk/return profiles.
- Over the last 3 years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| PREF | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.85% |
| Fund size (AUM) | $1.5B | $1.9B |
| Since | 2017 | 2017 |
| Dividend yield | 5.03% | 5.69% |
| Asset class | fixed income | equity |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +9.4% |
| CAGR 3Y | +9.8% | +11.2% |
| CAGR 5Y | +3.2% | +4.4% |
| Sharpe 3Y | 1.63 | 1.73 |
| Volatility 1Y | 3.08% | 3.70% |
| Max drawdown | -22.99% | -27.51% |
Similar to PREF and FPEI
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