ERC vs FCPI

Comparison between Allspring Multi-Sector Income Fund (ERC, ETF) and FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF).

5-Year PerformanceFCPI has outperformed ERC, delivering a return of +14.3% compared to +2.5%

ERC vs FCPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERC(ETF)	FCPI(ETF)
Net Assets	$276M	$276M
Expense Ratio	N/A	0.15%
Max Drawdown	61.26%	37.71%
Sharpe Ratio	0.62	1.12
5Y Beta	0.29	0.89
P/E Ratio	N/A	18.54
Forward P/E	N/A	15.84
PEG Ratio	N/A	0.15
5Y Dividends CAGR	-3.31%	2.54%
5Y EPS CAGR	N/A	29.70%
Debt to Equity	N/A	49.26%
P/S Ratio	N/A	3.02
P/B Ratio	N/A	4.39

Net Assets

Winner

ERC

$276M

FCPI

$276M

Expense Ratio

ERC

N/A

FCPI

0.15%

Max Drawdown

ERC

61.26%

Winner

FCPI

37.71%

Sharpe Ratio

ERC

0.62

Winner

FCPI

1.12

5Y Beta

Winner

ERC

0.29

FCPI

0.89

P/E Ratio

ERC

N/A

FCPI

18.54

Forward P/E

ERC

N/A

FCPI

15.84

PEG Ratio

ERC

N/A

FCPI

0.15

5Y Dividends CAGR

ERC

-3.31%

Winner

FCPI

2.54%

5Y EPS CAGR

ERC

N/A

FCPI

29.70%

Debt to Equity

ERC

N/A

FCPI

49.26%

P/S Ratio

ERC

N/A

FCPI

3.02

P/B Ratio

ERC

N/A

FCPI

4.39

ERC vs FCPI - Historical Returns

Returns include dividend reinvestment.

Period	ERC	FCPI
1 month	+2.59%	+0.08%
3 months	+1.76%	+4.68%
6 months	+2.30%	+9.50%
1 year	+7.67%	+18.57%
5 years(CAGR)	+2.54%	+14.29%
10 years(CAGR)	+6.20%	N/A
Max(CAGR)	+6.42%	+14.54%

Winner

ERC

+2.59%

FCPI

+0.08%

ERC

+1.76%

Winner

FCPI

+4.68%

ERC

+2.30%

Winner

FCPI

+9.50%

ERC

+7.67%

Winner

FCPI

+18.57%

5Y(CAGR)

ERC

+2.54%

Winner

FCPI

+14.29%

10Y(CAGR)

ERC

+6.20%

FCPI

N/A

Max(CAGR)

ERC

+6.42%

Winner

FCPI

+14.54%

ERC vs FCPI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	ERC	FCPI
2026	+3.87%	+10.23%
2025	+11.57%	+15.44%
2024	+6.22%	+25.29%
2023	+4.86%	+16.77%
2022	-16.89%	-7.67%
2021	+19.00%	+35.59%
2020	+4.50%	+2.01%
2019	+27.12%	+4.43%
2018	-4.31%	N/A
2017	+11.37%	N/A
2016	+22.86%	N/A
2015	-6.98%	N/A
2014	+4.97%	N/A
2013	-7.17%	N/A
2012	+19.05%	N/A
2011	+4.26%	N/A
2010	+17.22%	N/A
2009	+46.85%	N/A
2008	-20.91%	N/A
2007	-1.03%	N/A
2006	+16.47%	N/A
2005	-7.05%	N/A
2004	+7.02%	N/A
2003	-3.51%	N/A

ERC vs FCPI Drawdown Comparison

The maximum drawdown for ERC was -47.40%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.

The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current ERC drawdown is -0.76%. The current FCPI drawdown is -0.66%.

Rank	ERC	FCPI
#1	-47.40% May 7, 2007 - Jul 23, 2009	-37.24% Jan 17, 2020 - Jan 6, 2021
#2	-41.26% Feb 20, 2020 - Jan 7, 2021	-18.25% Mar 29, 2022 - Nov 30, 2023
#3	-33.58% Sep 27, 2021 - Sep 16, 2025	-17.43% Feb 19, 2025 - Jun 26, 2025
#4	-18.40% Apr 26, 2013 - Apr 29, 2016	-7.90% Jan 4, 2022 - Mar 29, 2022
#5	-13.99% Apr 16, 2018 - Feb 1, 2019	-7.87% Feb 25, 2026 - Apr 14, 2026
#6	-12.99% Feb 10, 2004 - Oct 8, 2004	-7.48% Jul 16, 2024 - Aug 23, 2024
#7	-11.66% Jun 27, 2003 - Jan 9, 2004	-7.03% Nov 29, 2024 - Jan 23, 2025
#8	-11.24% May 4, 2010 - Jul 23, 2010	-5.55% Nov 24, 2021 - Dec 23, 2021
#9	-10.46% Jul 21, 2011 - Jan 19, 2012	-5.55% Mar 28, 2024 - May 14, 2024
#10	-10.39% Dec 8, 2004 - Aug 8, 2006	-5.42% Aug 30, 2024 - Sep 19, 2024
#11	-9.75% Nov 8, 2010 - Jul 15, 2011	-5.16% Feb 10, 2021 - Mar 11, 2021
#12	-8.57% Oct 25, 2012 - Jan 17, 2013	-4.59% Jun 30, 2021 - Aug 24, 2021
#13	-7.89% Sep 7, 2016 - Dec 28, 2016	-4.56% Jun 2, 2026 - Jun 10, 2026
#14	-6.87% Feb 18, 2026 - Jun 29, 2026	-4.50% Sep 2, 2021 - Oct 14, 2021
#15	-5.09% Jan 19, 2010 - Feb 25, 2010	-4.48% Nov 12, 2025 - Dec 11, 2025

Correlation

Correlation between ERC and FCPI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2003 - 2026)

ERC vs FCPI dividend yield comparison.

Year	ERC	FCPI
2026	5.55%	0.69%
2025	9.34%	1.74%
2024	8.65%	1.29%
2023	8.44%	1.88%
2022	10.71%	1.77%
2021	8.51%	1.19%
2020	9.50%	3.53%
2019	9.35%	0.43%
2018	11.56%	0.00%
2017	9.66%	0.00%
2016	8.80%	0.00%
2015	13.67%	0.00%
2014	8.78%	0.00%
2013	8.53%	0.00%
2012	7.42%	0.00%
2011	8.23%	0.00%
2010	8.48%	0.00%
2009	9.17%	0.00%
2008	23.72%	0.00%
2007	8.27%	0.00%
2006	8.19%	0.00%
2005	9.18%	0.00%
2004	8.54%	0.00%
2003	3.83%	0.00%