FPEIFirst Trust Institutional Preferred Securities and Income ETF

Grow my money Get income#591 of 1640 for Get income

Seeks total return and current income.

First Trust · Since 2017 (8 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$1.9B

#681 out of 5,332 ETFs

Dividend Yield

5.78%

Track Record

8 years

#1630 out of 5,332 ETFs

Performance

1 Year

+10.4%

3 Years

+10.8%

5 Years

+4.2%

What's inside

Asset class

equity

Strategy

active selection

Asset allocation

Bonds

67.3%

Preferred

28.3%

Convertible

2.4%

Cash

2.1%

Top holdings

Banco Bilbao Vizcaya Argentaria SA FXDFR PFS PERPETUAL USD 200000 - 05946KABBVAP21.7%

Risk profile

Volatility (1Y)

3.8%

Moderate

Max drawdown

-27.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.60

Excellent risk-adjusted returns

Sortino (3Y)

2.31

Good downside protection

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