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PRIZ vs FPE

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

PRIZ

Zacks Preferred Income ETF

Annual cost

Fund size

FPE

First Trust Preferred Securities and Income ETF

Annual cost

0.83%

Fund size

$6.3B

Key differences

  • PRIZ follows a active selection strategy; FPE uses index tracking.

Side-by-side comparison

PRIZFPE
Annual cost (TER)0.83%
Fund size (AUM)$6.3B
Since2013
Dividend yield5.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.8%
CAGR 3YN/A+10.5%
CAGR 5YN/A+3.1%
Sharpe 3YN/A1.34
Volatility 1Y3.86%
Max drawdown-33.35%

Similar to PRIZ and FPE