AVIG vs FPEI

Comparison between AVANTIS CORE FIXED INCOME ETF (AVIG, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceFPEI has outperformed AVIG, delivering a return of +4.2% compared to +0.1%

AVIG vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIG(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.15%	0.85%
Max Drawdown	23.45%	27.77%
Sharpe Ratio	0.26	1.08
5Y Beta	0.06	0.15
5Y Dividends CAGR	42.57%	3.10%

Net Assets

AVIG

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

AVIG

0.15%

FPEI

0.85%

Max Drawdown

Winner

AVIG

23.45%

FPEI

27.77%

Sharpe Ratio

AVIG

0.26

Winner

FPEI

1.08

5Y Beta

Winner

AVIG

0.06

FPEI

0.15

5Y Dividends CAGR

Winner

AVIG

42.57%

FPEI

3.10%

AVIG vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	AVIG	FPEI
1 month	+0.51%	+0.81%
3 months	+0.65%	+2.57%
6 months	+0.38%	+2.11%
1 year	+4.50%	+7.87%
5 years(CAGR)	+0.11%	+4.18%
10 years(CAGR)	N/A	+5.00%
Max(CAGR)	-0.10%	+5.00%

AVIG

+0.51%

Winner

FPEI

+0.81%

AVIG

+0.65%

Winner

FPEI

+2.57%

AVIG

+0.38%

Winner

FPEI

+2.11%

AVIG

+4.50%

Winner

FPEI

+7.87%

5Y(CAGR)

AVIG

+0.11%

Winner

FPEI

+4.18%

10Y(CAGR)

AVIG

N/A

FPEI

+5.00%

Max(CAGR)

AVIG

-0.10%

Winner

FPEI

+5.00%

AVIG vs FPEI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	AVIG	FPEI
2026	+0.26%	+1.69%
2025	+7.93%	+9.64%
2024	+2.00%	+11.19%
2023	+5.87%	+5.88%
2022	-13.37%	-8.28%
2021	-2.02%	+4.74%
2020	+0.96%	+6.95%
2019	N/A	+16.30%
2018	N/A	-4.22%
2017	N/A	+2.22%

AVIG vs FPEI Drawdown Comparison

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current AVIG drawdown is -1.54%. The current FPEI drawdown is -0.08%.

Rank	AVIG	FPEI
#1	-19.64% Dec 31, 2020 - Oct 20, 2022	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-0.82% Nov 5, 2020 - Nov 20, 2020	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-0.64% Oct 15, 2020 - Nov 4, 2020	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-0.42% Nov 30, 2020 - Dec 22, 2020	-4.26% Feb 28, 2025 - May 13, 2025
#5	-0.10% Nov 20, 2020 - Nov 27, 2020	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-0.04% Dec 22, 2020 - Dec 24, 2020	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	N/A	-1.92% Mar 26, 2024 - May 6, 2024
#8	N/A	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	N/A	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	N/A	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	N/A	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	N/A	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	N/A	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	N/A	-0.79% May 19, 2025 - May 29, 2025
#15	N/A	-0.78% May 2, 2019 - Jun 6, 2019