Screener
WTIP vs FPEI
WisdomTree Inflation Plus Fund vs First Trust Institutional Preferred Securities and Income ETF
Key differences
Both WTIP and FPEI are fixed income ETFs. WTIP charges 0.65% a year and FPEI 0.85%. The main difference: WTIP follows a tactical allocation strategy; FPEI uses active selection.
- WTIP follows a tactical allocation strategy; FPEI uses active selection.
- WTIP costs 0.20% less per year.
- FPEI is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTIP | FPEI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.85% |
| Fund size (AUM) | $23M | $1.9B |
| Since | 2025 | 2017 |
| Dividend yield | — | 5.73% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | N/A | +8.1% |
| CAGR 3Y | N/A | +10.7% |
| CAGR 5Y | N/A | +4.2% |
| Sharpe 3Y | N/A | 1.63 |
| Volatility 1Y | — | 3.69% |
| Max drawdown | -11.04% | -27.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.