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PRIZ vs FPEI

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

PRIZ

Zacks Preferred Income ETF

Annual cost

Fund size

FPEI

First Trust Institutional Preferred Securities and Income ETF

Annual cost

0.85%

Fund size

$1.9B

Key differences

  • PRIZ is classified as fixed income, while FPEI is equity — different risk/return profiles.

Side-by-side comparison

PRIZFPEI
Annual cost (TER)0.85%
Fund size (AUM)$1.9B
Since2017
Dividend yield5.73%
Asset classfixed incomeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+8.3%
CAGR 3YN/A+10.9%
CAGR 5YN/A+4.2%
Sharpe 3YN/A1.67
Volatility 1Y3.69%
Max drawdown-27.51%

Similar to PRIZ and FPEI