FPE vs AKRE

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and AKRE FOCUS ETF (AKRE, ETF).

FPE vs AKRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	AKRE(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.83%	0.98%
Max Drawdown	34.80%	24.18%
Sharpe Ratio	1.32	-1.60
5Y Beta	0.19	0.73
P/E Ratio	N/A	31.76
Forward P/E	N/A	20.91
PEG Ratio	N/A	0.77
5Y Dividends CAGR	2.10%	N/A
5Y EPS CAGR	N/A	15.77%
Debt to Equity	N/A	69.12%
P/S Ratio	N/A	6.20
P/B Ratio	N/A	4.94

Net Assets

FPE

$6.40B

AKRE

$6.40B

Expense Ratio

Winner

FPE

0.83%

AKRE

0.98%

Max Drawdown

FPE

34.80%

Winner

AKRE

24.18%

Sharpe Ratio

Winner

FPE

1.32

AKRE

-1.60

5Y Beta

Winner

FPE

0.19

AKRE

0.73

P/E Ratio

FPE

N/A

AKRE

31.76

Forward P/E

FPE

N/A

AKRE

20.91

PEG Ratio

FPE

N/A

AKRE

0.77

5Y Dividends CAGR

FPE

2.10%

AKRE

N/A

5Y EPS CAGR

FPE

N/A

AKRE

15.77%

Debt to Equity

FPE

N/A

AKRE

69.12%

P/S Ratio

FPE

N/A

AKRE

6.20

P/B Ratio

FPE

N/A

AKRE

4.94

FPE vs AKRE - Historical Returns

Returns include dividend reinvestment.

Period	FPE	AKRE
1 month	-0.11%	+3.74%
3 months	-0.18%	+0.00%
6 months	+1.70%	-12.36%
1 year	+8.74%	N/A
5 years(CAGR)	+3.18%	N/A
10 years(CAGR)	+5.05%	N/A
Max(CAGR)	+4.84%	-26.73%

FPE

-0.11%

Winner

AKRE

+3.74%

FPE

-0.18%

Winner

AKRE

+0.00%

Winner

FPE

+1.70%

AKRE

-12.36%

FPE

+8.74%

AKRE

N/A

5Y(CAGR)

FPE

+3.18%

AKRE

N/A

10Y(CAGR)

FPE

+5.05%

AKRE

N/A

Max(CAGR)

Winner

FPE

+4.84%

AKRE

-26.73%

FPE vs AKRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	AKRE
2026	+0.81%	-13.16%
2025	+8.90%	-3.24%
2024	+11.29%	N/A
2023	+6.14%	N/A
2022	-12.77%	N/A
2021	+5.29%	N/A
2020	+5.70%	N/A
2019	+17.95%	N/A
2018	-4.83%	N/A
2017	+11.02%	N/A
2016	+6.13%	N/A
2015	+6.06%	N/A
2014	+11.53%	N/A
2013	-6.55%	N/A

FPE vs AKRE Drawdown Comparison

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

The maximum drawdown for AKRE was -24.18%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current FPE drawdown is -0.72%. The current AKRE drawdown is -16.87%.

Rank	FPE	AKRE
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-24.18% Oct 27, 2025 - Mar 27, 2026
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	N/A
#3	-13.32% May 9, 2013 - Jan 8, 2015	N/A
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	N/A
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	N/A
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	N/A
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	N/A
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	N/A
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	N/A
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	N/A
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	N/A
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	N/A
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	N/A
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	N/A
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	N/A

Correlation

Correlation between FPE and AKRE is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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