BNDW vs FPEI

Comparison between VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceFPEI has outperformed BNDW, delivering a return of +4.2% compared to +0.3%

BNDW vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNDW(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.05%	0.85%
Max Drawdown	20.94%	27.77%
Sharpe Ratio	-0.10	1.08
5Y Beta	0.03	0.15
5Y Dividends CAGR	19.22%	3.10%

Net Assets

BNDW

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

BNDW

0.05%

FPEI

0.85%

Max Drawdown

Winner

BNDW

20.94%

FPEI

27.77%

Sharpe Ratio

BNDW

-0.10

Winner

FPEI

1.08

5Y Beta

Winner

BNDW

0.03

FPEI

0.15

5Y Dividends CAGR

Winner

BNDW

19.22%

FPEI

3.10%

BNDW vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	BNDW	FPEI
1 month	+0.77%	+0.81%
3 months	+1.09%	+2.57%
6 months	+0.88%	+2.11%
1 year	+3.23%	+7.87%
5 years(CAGR)	+0.28%	+4.18%
10 years(CAGR)	N/A	+5.00%
Max(CAGR)	+1.87%	+5.00%

BNDW

+0.77%

Winner

FPEI

+0.81%

BNDW

+1.09%

Winner

FPEI

+2.57%

BNDW

+0.88%

Winner

FPEI

+2.11%

BNDW

+3.23%

Winner

FPEI

+7.87%

5Y(CAGR)

BNDW

+0.28%

Winner

FPEI

+4.18%

10Y(CAGR)

BNDW

N/A

FPEI

+5.00%

Max(CAGR)

BNDW

+1.87%

Winner

FPEI

+5.00%

BNDW vs FPEI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BNDW	FPEI
2026	+0.90%	+1.69%
2025	+4.92%	+9.64%
2024	+2.81%	+11.19%
2023	+6.52%	+5.88%
2022	-12.52%	-8.28%
2021	-2.04%	+4.74%
2020	+6.03%	+6.95%
2019	+8.13%	+16.30%
2018	+1.21%	-4.22%
2017	N/A	+2.22%

BNDW vs FPEI Drawdown Comparison

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

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

The current BNDW drawdown is -1.08%. The current FPEI drawdown is -0.08%.

Rank	BNDW	FPEI
#1	-17.22% Dec 31, 2020 - Feb 26, 2026	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-7.55% Mar 6, 2020 - Jun 29, 2020	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-2.69% Feb 27, 2026 - Mar 27, 2026	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-1.96% Sep 3, 2019 - Jan 24, 2020	-4.26% Feb 28, 2025 - May 13, 2025
#5	-1.28% Sep 6, 2018 - Dec 4, 2018	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-1.14% Aug 4, 2020 - Nov 30, 2020	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-0.72% Jul 3, 2019 - Jul 24, 2019	-1.92% Mar 26, 2024 - May 6, 2024
#8	-0.64% Mar 27, 2019 - May 7, 2019	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-0.57% Jan 3, 2019 - Jan 23, 2019	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-0.47% Feb 3, 2020 - Feb 18, 2020	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-0.47% Feb 22, 2019 - Mar 7, 2019	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-0.46% Aug 15, 2019 - Aug 27, 2019	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-0.42% Nov 30, 2020 - Dec 11, 2020	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-0.25% Jun 20, 2019 - Jun 28, 2019	-0.79% May 19, 2025 - May 29, 2025
#15	-0.22% Aug 7, 2019 - Aug 12, 2019	-0.78% May 2, 2019 - Jun 6, 2019