FPE vs BBAX

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF).

5-Year PerformanceBBAX has outperformed FPE, delivering a return of +5.9% compared to +3.4%

FPE vs BBAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	BBAX(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.83%	0.19%
Max Drawdown	34.80%	39.64%
Sharpe Ratio	1.41	1.39
5Y Beta	0.19	0.74
5Y Dividends CAGR	1.84%	7.67%

Net Assets

FPE

$6.40B

BBAX

$6.40B

Expense Ratio

FPE

0.83%

Winner

BBAX

0.19%

Max Drawdown

Winner

FPE

34.80%

BBAX

39.64%

Sharpe Ratio

Winner

FPE

1.41

BBAX

1.39

5Y Beta

Winner

FPE

0.19

BBAX

0.74

5Y Dividends CAGR

FPE

1.84%

Winner

BBAX

7.67%

FPE vs BBAX - Historical Returns

Returns include dividend reinvestment.

Period	FPE	BBAX
1 month	+0.52%	-1.47%
3 months	-0.11%	+0.60%
6 months	+1.85%	+13.61%
1 year	+9.26%	+24.22%
5 years(CAGR)	+3.36%	+5.86%
10 years(CAGR)	+5.18%	N/A
Max(CAGR)	+4.87%	+6.95%

Winner

FPE

+0.52%

BBAX

-1.47%

FPE

-0.11%

Winner

BBAX

+0.60%

FPE

+1.85%

Winner

BBAX

+13.61%

FPE

+9.26%

Winner

BBAX

+24.22%

5Y(CAGR)

FPE

+3.36%

Winner

BBAX

+5.86%

10Y(CAGR)

FPE

+5.18%

BBAX

N/A

Max(CAGR)

FPE

+4.87%

Winner

BBAX

+6.95%

FPE vs BBAX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	BBAX
2026	+0.86%	+10.18%
2025	+8.90%	+20.43%
2024	+11.29%	+3.69%
2023	+6.14%	+5.73%
2022	-12.77%	-4.79%
2021	+5.29%	+4.72%
2020	+5.70%	+6.61%
2019	+17.95%	+19.97%
2018	-4.83%	-9.66%
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 BBAX Drawdown Comparison

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

The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.

The current FPE drawdown is -0.67%. The current BBAX drawdown is -2.24%.

Rank	FPE	BBAX
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-39.64% Jan 16, 2020 - Nov 24, 2020
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-24.40% Jun 4, 2021 - Sep 16, 2024
#3	-13.32% May 9, 2013 - Jan 8, 2015	-20.13% Oct 2, 2024 - Jun 2, 2025
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-12.75% Aug 29, 2018 - Feb 22, 2019
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-10.47% Jul 3, 2019 - Jan 2, 2020
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-9.00% Feb 25, 2026 - Mar 30, 2026
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-6.25% Oct 28, 2025 - Dec 23, 2025
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-4.99% Jan 21, 2021 - Feb 11, 2021
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-4.66% May 3, 2019 - Jun 19, 2019
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-4.51% Feb 23, 2021 - Apr 14, 2021
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-3.87% Sep 15, 2025 - Oct 28, 2025
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-2.80% Nov 25, 2020 - Dec 4, 2020
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-2.78% Aug 8, 2018 - Aug 29, 2018
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-2.77% May 10, 2021 - May 28, 2021
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-2.71% Jun 10, 2025 - Jun 26, 2025

Correlation

Correlation between FPE and BBAX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

FPE vs BBAX dividend yield comparison.

Year	FPE	BBAX
2026	1.80%	0.78%
2025	5.81%	3.86%
2024	5.68%	4.13%
2023	6.03%	4.17%
2022	5.67%	5.06%
2021	4.48%	5.47%
2020	4.88%	2.57%
2019	5.32%	4.07%
2018	6.14%	1.36%
2017	5.39%	0.00%
2016	5.97%	0.00%
2015	5.49%	0.00%
2014	6.00%	0.00%
2013	4.69%	0.00%