DSTL vs FPEI

Comparison between DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETF (DSTL, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceDSTL has outperformed FPEI, delivering a return of +9.1% compared to +4.3%

DSTL vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSTL(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.39%	0.85%
Max Drawdown	33.09%	27.77%
Sharpe Ratio	0.52	1.14
5Y Beta	0.69	0.15
P/E Ratio	19.67	N/A
Forward P/E	13.62	N/A
5Y Dividends CAGR	18.68%	3.10%
5Y EPS CAGR	14.28%	N/A
Debt to Equity	79.54%	N/A

Net Assets

DSTL

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

DSTL

0.39%

FPEI

0.85%

Max Drawdown

DSTL

33.09%

Winner

FPEI

27.77%

Sharpe Ratio

DSTL

0.52

Winner

FPEI

1.14

5Y Beta

DSTL

0.69

Winner

FPEI

0.15

P/E Ratio

DSTL

19.67

FPEI

N/A

Forward P/E

DSTL

13.62

FPEI

N/A

5Y Dividends CAGR

Winner

DSTL

18.68%

FPEI

3.10%

5Y EPS CAGR

DSTL

14.28%

FPEI

N/A

Debt to Equity

DSTL

79.54%

FPEI

N/A

DSTL vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	DSTL	FPEI
1 month	+0.21%	+1.06%
3 months	+1.06%	+1.98%
6 months	-0.32%	+2.11%
1 year	+9.94%	+8.10%
5 years(CAGR)	+9.06%	+4.25%
10 years(CAGR)	N/A	+5.02%
Max(CAGR)	+13.36%	+5.02%

DSTL

+0.21%

Winner

FPEI

+1.06%

DSTL

+1.06%

Winner

FPEI

+1.98%

DSTL

-0.32%

Winner

FPEI

+2.11%

Winner

DSTL

+9.94%

FPEI

+8.10%

5Y(CAGR)

Winner

DSTL

+9.06%

FPEI

+4.25%

10Y(CAGR)

DSTL

N/A

FPEI

+5.02%

Max(CAGR)

Winner

DSTL

+13.36%

FPEI

+5.02%

DSTL vs FPEI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DSTL	FPEI
2026	-0.27%	+1.75%
2025	+9.04%	+9.64%
2024	+12.87%	+11.19%
2023	+22.72%	+5.88%
2022	-10.54%	-8.28%
2021	+30.55%	+4.74%
2020	+18.23%	+6.95%
2019	+35.01%	+16.30%
2018	-6.66%	-4.22%
2017	N/A	+2.22%

DSTL vs FPEI Drawdown Comparison

The maximum drawdown for DSTL was -33.09%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

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

The current DSTL drawdown is -5.19%. The current FPEI drawdown is -0.03%.

Rank	DSTL	FPEI
#1	-33.09% Feb 12, 2020 - Jul 22, 2020	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-20.10% Jan 4, 2022 - Jul 13, 2023	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-16.92% Nov 29, 2024 - Sep 11, 2025	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-15.80% Nov 7, 2018 - Feb 22, 2019	-4.26% Feb 28, 2025 - May 13, 2025
#5	-9.32% Jul 31, 2023 - Dec 1, 2023	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-8.43% Sep 2, 2020 - Nov 10, 2020	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-8.30% Feb 27, 2026 - Mar 27, 2026	-1.92% Mar 26, 2024 - May 6, 2024
#8	-7.20% Apr 24, 2019 - Jun 20, 2019	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-6.56% Jul 26, 2019 - Sep 13, 2019	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-5.94% Mar 28, 2024 - Jul 16, 2024	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-5.03% Jul 31, 2024 - Aug 21, 2024	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-4.99% Nov 16, 2021 - Dec 10, 2021	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-4.71% Sep 2, 2021 - Oct 20, 2021	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-4.34% Jan 12, 2021 - Feb 11, 2021	-0.79% May 19, 2025 - May 29, 2025
#15	-4.19% Sep 13, 2019 - Oct 15, 2019	-0.78% May 2, 2019 - Jun 6, 2019