FENY vs FPEI

Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceFENY has outperformed FPEI, delivering a return of +19.8% compared to +4.3%

FENY vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FENY(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.08%	0.85%
Max Drawdown	78.93%	27.77%
Sharpe Ratio	1.01	1.14
5Y Beta	0.56	0.15
P/E Ratio	5.99	N/A
Forward P/E	12.00	N/A
5Y Dividends CAGR	9.68%	3.10%
5Y EPS CAGR	20.00%	N/A

Net Assets

FENY

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

FENY

0.08%

FPEI

0.85%

Max Drawdown

FENY

78.93%

Winner

FPEI

27.77%

Sharpe Ratio

FENY

1.01

Winner

FPEI

1.14

5Y Beta

FENY

0.56

Winner

FPEI

0.15

P/E Ratio

FENY

5.99

FPEI

N/A

Forward P/E

FENY

12.00

FPEI

N/A

5Y Dividends CAGR

Winner

FENY

9.68%

FPEI

3.10%

5Y EPS CAGR

FENY

20.00%

FPEI

N/A

FENY vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	FENY	FPEI
1 month	-11.42%	+1.06%
3 months	-7.57%	+1.98%
6 months	+24.05%	+2.11%
1 year	+26.12%	+8.10%
5 years(CAGR)	+19.81%	+4.25%
10 years(CAGR)	+8.50%	+5.02%
Max(CAGR)	+4.91%	+5.02%

FENY

-11.42%

Winner

FPEI

+1.06%

FENY

-7.57%

Winner

FPEI

+1.98%

Winner

FENY

+24.05%

FPEI

+2.11%

Winner

FENY

+26.12%

FPEI

+8.10%

5Y(CAGR)

Winner

FENY

+19.81%

FPEI

+4.25%

10Y(CAGR)

Winner

FENY

+8.50%

FPEI

+5.02%

Max(CAGR)

FENY

+4.91%

Winner

FPEI

+5.02%

FENY vs FPEI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FENY	FPEI
2026	+18.74%	+1.75%
2025	+5.86%	+9.64%
2024	+5.52%	+11.19%
2023	+4.14%	+5.88%
2022	+57.99%	-8.28%
2021	+55.08%	+4.74%
2020	-33.65%	+6.95%
2019	+6.75%	+16.30%
2018	-21.32%	-4.22%
2017	-3.58%	+2.22%
2016	+27.18%	N/A
2015	-23.35%	N/A
2014	-8.54%	N/A
2013	+3.69%	N/A

FENY vs FPEI Drawdown Comparison

The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.

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

The current FENY drawdown is -14.14%. The current FPEI drawdown is -0.03%.

Rank	FENY	FPEI
#1	-74.36% Jun 23, 2014 - Apr 18, 2022	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-26.59% Jun 7, 2022 - Nov 1, 2022	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-21.47% Nov 22, 2024 - Jan 5, 2026	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-18.50% Nov 15, 2022 - Sep 8, 2023	-4.26% Feb 28, 2025 - May 13, 2025
#5	-14.14% Mar 27, 2026 - Jun 18, 2026	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-13.42% Apr 5, 2024 - Nov 20, 2024	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-13.04% Sep 14, 2023 - Mar 19, 2024	-1.92% Mar 26, 2024 - May 6, 2024
#8	-9.43% Apr 18, 2022 - May 4, 2022	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-8.49% May 6, 2022 - May 17, 2022	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-8.04% Dec 31, 2013 - Mar 28, 2014	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-5.08% Nov 8, 2022 - Nov 15, 2022	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-3.60% Nov 22, 2013 - Dec 26, 2013	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-3.51% Jan 5, 2026 - Jan 13, 2026	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-2.96% May 17, 2022 - May 23, 2022	-0.79% May 19, 2025 - May 29, 2025
#15	-2.34% Mar 2, 2026 - Mar 12, 2026	-0.78% May 2, 2019 - Jun 6, 2019

Correlation

Correlation between FENY and FPEI is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2013 - 2026)

FENY vs FPEI dividend yield comparison.

Year	FENY	FPEI
2026	1.34%	2.37%
2025	3.18%	5.62%
2024	3.05%	5.55%
2023	3.33%	5.76%
2022	3.33%	5.20%
2021	3.69%	4.46%
2020	4.60%	4.90%
2019	6.43%	5.02%
2018	3.21%	5.81%
2017	2.94%	1.50%
2016	2.29%	0.00%
2015	3.05%	0.00%
2014	1.91%	0.00%
2013	0.32%	0.00%