Screener
UCON vs FPEI
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both UCON and FPEI are fixed income ETFs. UCON charges 0.86% a year and FPEI 0.85%. The main difference: Over the last three years, FPEI has delivered higher annualized returns.
- Over the last three years, FPEI has delivered higher annualized returns.
Side-by-side comparison
| UCON | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.85% |
| Fund size (AUM) | $3.3B | $1.9B |
| Since | 2018 | 2017 |
| Dividend yield | 4.66% | 5.73% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.5% | +7.9% |
| CAGR 3Y | +5.6% | +10.5% |
| CAGR 5Y | +2.7% | +4.2% |
| Sharpe 3Y | 0.53 | 1.58 |
| Volatility 1Y | 2.97% | 3.69% |
| Max drawdown | -15.31% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.