FPE vs DFLV

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).

FPE vs DFLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	DFLV(ETF)
Net Assets	$6.30B	$6.40B
Expense Ratio	0.83%	0.21%
Max Drawdown	34.80%	17.54%
Sharpe Ratio	0.71	2.11
5Y Beta	0.19	0.73
P/E Ratio	N/A	19.33
Forward P/E	N/A	14.44
5Y Dividends CAGR	2.26%	N/A
5Y EPS CAGR	N/A	13.53%
Debt to Equity	N/A	40.97%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	2.79

Net Assets

FPE

$6.30B

Winner

DFLV

$6.40B

Expense Ratio

FPE

0.83%

Winner

DFLV

0.21%

Max Drawdown

FPE

34.80%

Winner

DFLV

17.54%

Sharpe Ratio

FPE

0.71

Winner

DFLV

2.11

5Y Beta

Winner

FPE

0.19

DFLV

0.73

P/E Ratio

FPE

N/A

DFLV

19.33

Forward P/E

FPE

N/A

DFLV

14.44

5Y Dividends CAGR

FPE

2.26%

DFLV

N/A

5Y EPS CAGR

FPE

N/A

DFLV

13.53%

Debt to Equity

FPE

N/A

DFLV

40.97%

P/S Ratio

FPE

N/A

DFLV

1.80

P/B Ratio

FPE

N/A

DFLV

2.79

FPE vs DFLV - Historical Returns

Returns include dividend reinvestment.

Period	FPE	DFLV
1 month	+0.16%	+0.64%
3 months	+0.73%	+8.40%
6 months	+0.58%	+13.61%
1 year	+6.64%	+30.69%
5 years(CAGR)	+2.88%	N/A
10 years(CAGR)	+4.87%	N/A
Max(CAGR)	+4.82%	+16.25%

FPE

+0.16%

Winner

DFLV

+0.64%

FPE

+0.73%

Winner

DFLV

+8.40%

FPE

+0.58%

Winner

DFLV

+13.61%

FPE

+6.64%

Winner

DFLV

+30.69%

5Y(CAGR)

FPE

+2.88%

DFLV

N/A

10Y(CAGR)

FPE

+4.87%

DFLV

N/A

Max(CAGR)

FPE

+4.82%

Winner

DFLV

+16.25%

FPE vs DFLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	DFLV
2026	+1.08%	+16.50%
2025	+8.90%	+16.09%
2024	+11.29%	+12.38%
2023	+6.14%	+12.67%
2022	-12.77%	-0.68%
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 DFLV Drawdown Comparison

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

The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current FPE drawdown is -0.46%. The current DFLV drawdown is -0.05%.

Rank	FPE	DFLV
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-16.80% Nov 25, 2024 - Aug 22, 2025
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-11.29% Jul 31, 2023 - Dec 13, 2023
#3	-13.32% May 9, 2013 - Jan 8, 2015	-11.21% Feb 2, 2023 - Jul 21, 2023
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-6.10% Jul 31, 2024 - Aug 23, 2024
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-5.48% Feb 11, 2026 - Apr 17, 2026
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-5.40% Mar 28, 2024 - Jul 16, 2024
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-4.25% Dec 13, 2022 - Jan 6, 2023
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-4.11% Nov 12, 2025 - Nov 28, 2025
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-3.77% Aug 30, 2024 - Sep 19, 2024
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-3.20% Oct 6, 2025 - Oct 27, 2025
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-2.95% Oct 18, 2024 - Nov 6, 2024
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-2.81% Jan 13, 2023 - Jan 26, 2023
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-2.64% Jul 17, 2024 - Jul 31, 2024
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-2.54% Jan 2, 2024 - Jan 25, 2024
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-2.24% Jun 4, 2026 - Jun 12, 2026

Correlation

Correlation between FPE and DFLV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

FPE vs DFLV dividend yield comparison.

Year	FPE	DFLV
2026	2.86%	0.69%
2025	5.81%	1.61%
2024	5.68%	1.65%
2023	6.03%	1.72%
2022	5.67%	0.11%
2021	4.48%	0.00%
2020	4.88%	0.00%
2019	5.32%	0.00%
2018	6.14%	0.00%
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%