FPE vs BKLN

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

5-Year PerformanceBKLN has outperformed FPE, delivering a return of +5.3% compared to +3.3%

FPE vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	BKLN(ETF)
Net Assets	$6.20B	$6.30B
Expense Ratio	0.83%	0.65%
Max Drawdown	34.80%	32.19%
Sharpe Ratio	1.71	0.89
5Y Beta	0.19	0.15
5Y Dividends CAGR	1.84%	14.20%

Net Assets

FPE

$6.20B

Winner

BKLN

$6.30B

Expense Ratio

FPE

0.83%

Winner

BKLN

0.65%

Max Drawdown

FPE

34.80%

Winner

BKLN

32.19%

Sharpe Ratio

Winner

FPE

1.71

BKLN

0.89

5Y Beta

FPE

0.19

Winner

BKLN

0.15

5Y Dividends CAGR

FPE

1.84%

Winner

BKLN

14.20%

FPE vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	FPE	BKLN
1 month	+1.36%	+0.75%
3 months	+0.43%	+1.43%
6 months	+2.13%	+1.81%
1 year	+10.76%	+6.03%
5 years(CAGR)	+3.29%	+5.33%
10 years(CAGR)	+5.23%	+4.36%
Max(CAGR)	+4.89%	+3.76%

Winner

FPE

+1.36%

BKLN

+0.75%

FPE

+0.43%

Winner

BKLN

+1.43%

Winner

FPE

+2.13%

BKLN

+1.81%

Winner

FPE

+10.76%

BKLN

+6.03%

5Y(CAGR)

FPE

+3.29%

Winner

BKLN

+5.33%

10Y(CAGR)

Winner

FPE

+5.23%

BKLN

+4.36%

Max(CAGR)

Winner

FPE

+4.89%

BKLN

+3.76%

FPE vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FPE	BKLN
2026	+1.14%	+0.35%
2025	+8.90%	+6.88%
2024	+11.29%	+8.25%
2023	+6.14%	+12.04%
2022	-12.77%	-2.47%
2021	+5.29%	+2.50%
2020	+5.70%	+1.11%
2019	+17.95%	+9.72%
2018	-4.83%	-1.53%
2017	+11.02%	+1.99%
2016	+6.13%	+9.18%
2015	+6.06%	-2.90%
2014	+11.53%	+0.55%
2013	-6.55%	+3.82%
2012	N/A	+9.61%
2011	N/A	-2.04%

FPE vs BKLN Drawdown Comparison

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

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current FPE drawdown is -0.39%. The current BKLN drawdown is -0.05%.

Rank	FPE	BKLN
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-8.75% May 13, 2011 - Feb 2, 2012
#3	-13.32% May 9, 2013 - Jan 8, 2015	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-7.07% May 4, 2015 - Jul 8, 2016
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-3.71% May 4, 2012 - Jul 13, 2012
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-3.55% Feb 18, 2025 - May 2, 2025
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-3.07% Jan 9, 2026 - May 5, 2026
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-2.04% May 22, 2013 - Oct 28, 2013
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between FPE and BKLN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2011 - 2026)

FPE vs BKLN dividend yield comparison.

Year	FPE	BKLN
2026	1.79%	2.08%
2025	5.81%	6.95%
2024	5.68%	8.41%
2023	6.03%	8.59%
2022	5.67%	4.94%
2021	4.48%	3.11%
2020	4.88%	3.56%
2019	5.32%	4.86%
2018	6.14%	4.51%
2017	5.39%	3.50%
2016	5.97%	4.54%
2015	5.49%	4.12%
2014	6.00%	4.12%
2013	4.69%	4.40%
2012	0.00%	4.81%
2011	0.00%	3.39%