DFLV vs FPE

Comparison between DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

DFLV vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFLV(ETF)	FPE(ETF)
Net Assets	$6.40B	$6.30B
Expense Ratio	0.21%	0.83%
Max Drawdown	17.54%	34.80%
Sharpe Ratio	2.11	0.71
5Y Beta	0.73	0.19
P/E Ratio	19.33	N/A
Forward P/E	14.44	N/A
5Y Dividends CAGR	N/A	2.26%
5Y EPS CAGR	13.53%	N/A
Debt to Equity	40.97%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	2.79	N/A

Net Assets

Winner

DFLV

$6.40B

FPE

$6.30B

Expense Ratio

Winner

DFLV

0.21%

FPE

0.83%

Max Drawdown

Winner

DFLV

17.54%

FPE

34.80%

Sharpe Ratio

Winner

DFLV

2.11

FPE

0.71

5Y Beta

DFLV

0.73

Winner

FPE

0.19

P/E Ratio

DFLV

19.33

FPE

N/A

Forward P/E

DFLV

14.44

FPE

N/A

5Y Dividends CAGR

DFLV

N/A

FPE

2.26%

5Y EPS CAGR

DFLV

13.53%

FPE

N/A

Debt to Equity

DFLV

40.97%

FPE

N/A

P/S Ratio

DFLV

1.80

FPE

N/A

P/B Ratio

DFLV

2.79

FPE

N/A

DFLV vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	DFLV	FPE
1 month	+0.64%	+0.16%
3 months	+8.40%	+0.73%
6 months	+13.61%	+0.58%
1 year	+30.69%	+6.64%
5 years(CAGR)	N/A	+2.88%
10 years(CAGR)	N/A	+4.87%
Max(CAGR)	+16.25%	+4.82%

Winner

DFLV

+0.64%

FPE

+0.16%

Winner

DFLV

+8.40%

FPE

+0.73%

Winner

DFLV

+13.61%

FPE

+0.58%

Winner

DFLV

+30.69%

FPE

+6.64%

5Y(CAGR)

DFLV

N/A

FPE

+2.88%

10Y(CAGR)

DFLV

N/A

FPE

+4.87%

Max(CAGR)

Winner

DFLV

+16.25%

FPE

+4.82%

DFLV vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFLV	FPE
2026	+16.50%	+1.08%
2025	+16.09%	+8.90%
2024	+12.38%	+11.29%
2023	+12.67%	+6.14%
2022	-0.68%	-12.77%
2021	N/A	+5.29%
2020	N/A	+5.70%
2019	N/A	+17.95%
2018	N/A	-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%

DFLV vs FPE Drawdown Comparison

The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

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

The current DFLV drawdown is -0.05%. The current FPE drawdown is -0.46%.

Rank	DFLV	FPE
#1	-16.80% Nov 25, 2024 - Aug 22, 2025	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-11.29% Jul 31, 2023 - Dec 13, 2023	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-11.21% Feb 2, 2023 - Jul 21, 2023	-13.32% May 9, 2013 - Jan 8, 2015
#4	-6.10% Jul 31, 2024 - Aug 23, 2024	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-5.48% Feb 11, 2026 - Apr 17, 2026	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-5.40% Mar 28, 2024 - Jul 16, 2024	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-4.25% Dec 13, 2022 - Jan 6, 2023	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-4.11% Nov 12, 2025 - Nov 28, 2025	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-3.77% Aug 30, 2024 - Sep 19, 2024	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-3.20% Oct 6, 2025 - Oct 27, 2025	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-2.95% Oct 18, 2024 - Nov 6, 2024	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-2.81% Jan 13, 2023 - Jan 26, 2023	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-2.64% Jul 17, 2024 - Jul 31, 2024	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-2.54% Jan 2, 2024 - Jan 25, 2024	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-2.24% Jun 4, 2026 - Jun 12, 2026	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between DFLV and FPE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

DFLV vs FPE dividend yield comparison.

Year	DFLV	FPE
2026	0.69%	2.86%
2025	1.61%	5.81%
2024	1.65%	5.68%
2023	1.72%	6.03%
2022	0.11%	5.67%
2021	0.00%	4.48%
2020	0.00%	4.88%
2019	0.00%	5.32%
2018	0.00%	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%