BBAX vs FPE

Comparison between JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceBBAX has outperformed FPE, delivering a return of +5.5% compared to +3.3%

BBAX vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBAX(ETF)	FPE(ETF)
Net Assets	$6.10B	$6.20B
Expense Ratio	0.19%	0.83%
Max Drawdown	39.64%	34.80%
Sharpe Ratio	1.51	1.71
5Y Beta	0.74	0.19
5Y Dividends CAGR	7.67%	1.84%

Net Assets

BBAX

$6.10B

Winner

FPE

$6.20B

Expense Ratio

Winner

BBAX

0.19%

FPE

0.83%

Max Drawdown

BBAX

39.64%

Winner

FPE

34.80%

Sharpe Ratio

BBAX

1.51

Winner

FPE

1.71

5Y Beta

BBAX

0.74

Winner

FPE

0.19

5Y Dividends CAGR

Winner

BBAX

7.67%

FPE

1.84%

BBAX vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	BBAX	FPE
1 month	+0.38%	+1.36%
3 months	+1.38%	+0.43%
6 months	+13.33%	+2.13%
1 year	+27.71%	+10.76%
5 years(CAGR)	+5.46%	+3.29%
10 years(CAGR)	N/A	+5.23%
Max(CAGR)	+7.03%	+4.89%

BBAX

+0.38%

Winner

FPE

+1.36%

Winner

BBAX

+1.38%

FPE

+0.43%

Winner

BBAX

+13.33%

FPE

+2.13%

Winner

BBAX

+27.71%

FPE

+10.76%

5Y(CAGR)

Winner

BBAX

+5.46%

FPE

+3.29%

10Y(CAGR)

BBAX

N/A

FPE

+5.23%

Max(CAGR)

Winner

BBAX

+7.03%

FPE

+4.89%

BBAX vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BBAX	FPE
2026	+10.69%	+1.14%
2025	+20.43%	+8.90%
2024	+3.69%	+11.29%
2023	+5.73%	+6.14%
2022	-4.79%	-12.77%
2021	+4.72%	+5.29%
2020	+6.61%	+5.70%
2019	+19.97%	+17.95%
2018	-9.66%	-4.83%
2017	N/A	+11.02%
2016	N/A	+6.13%
2015	N/A	+6.06%
2014	N/A	+11.53%
2013	N/A	-6.55%

BBAX vs FPE Drawdown Comparison

The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.

The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The current BBAX drawdown is -1.78%. The current FPE drawdown is -0.39%.

Rank	BBAX	FPE
#1	-39.64% Jan 16, 2020 - Nov 24, 2020	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-24.40% Jun 4, 2021 - Sep 16, 2024	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-20.13% Oct 2, 2024 - Jun 2, 2025	-13.32% May 9, 2013 - Jan 8, 2015
#4	-12.75% Aug 29, 2018 - Feb 22, 2019	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-10.47% Jul 3, 2019 - Jan 2, 2020	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-9.00% Feb 25, 2026 - Mar 30, 2026	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-6.25% Oct 28, 2025 - Dec 23, 2025	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-4.99% Jan 21, 2021 - Feb 11, 2021	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-4.66% May 3, 2019 - Jun 19, 2019	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-4.51% Feb 23, 2021 - Apr 14, 2021	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-3.87% Sep 15, 2025 - Oct 28, 2025	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-2.80% Nov 25, 2020 - Dec 4, 2020	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-2.78% Aug 8, 2018 - Aug 29, 2018	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-2.77% May 10, 2021 - May 28, 2021	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-2.71% Jun 10, 2025 - Jun 26, 2025	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between BBAX and FPE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

BBAX vs FPE dividend yield comparison.

Year	BBAX	FPE
2026	0.77%	1.79%
2025	3.86%	5.81%
2024	4.13%	5.68%
2023	4.17%	6.03%
2022	5.06%	5.67%
2021	5.47%	4.48%
2020	2.57%	4.88%
2019	4.07%	5.32%
2018	1.36%	6.14%
2017	0.00%	5.39%
2016	0.00%	5.97%
2015	0.00%	5.49%
2014	0.00%	6.00%
2013	0.00%	4.69%