Screener
UCON vs FPE
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Preferred Securities and Income ETF
Key differences
Both UCON and FPE are fixed income ETFs. UCON charges 0.86% a year and FPE 0.83%. The main difference: UCON follows a active selection strategy; FPE uses index tracking.
- UCON follows a active selection strategy; FPE uses index tracking.
- Over the last three years, FPE has delivered higher annualized returns.
- FPE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UCON | FPE | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.83% |
| Fund size (AUM) | $3.3B | $6.3B |
| Since | 2018 | 2013 |
| Dividend yield | 4.66% | 5.84% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +7.5% |
| CAGR 3Y | +5.6% | +10.0% |
| CAGR 5Y | +2.7% | +3.0% |
| Sharpe 3Y | 0.53 | 1.26 |
| Volatility 1Y | 2.97% | 3.86% |
| Max drawdown | -15.31% | -33.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.