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FPE vs DLN

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF).

5-Year PerformanceDLN has outperformed FPE, delivering a return of +12.5% compared to +2.7%

FPE vs DLN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPE
$6.30B
DLN
$6.30B
Expense Ratio
FPE
0.83%
Winner
DLN
0.28%
Max Drawdown
Winner
FPE
34.80%
DLN
59.51%
Sharpe Ratio
FPE
0.01
Winner
DLN
1.72
5Y Beta
Winner
FPE
0.19
DLN
0.65
P/E Ratio
FPE
N/A
DLN
23.36
Forward P/E
FPE
N/A
DLN
19.32
PEG Ratio
FPE
N/A
DLN
0.42
5Y Dividends CAGR
FPE
4.44%
Winner
DLN
4.67%
5Y EPS CAGR
FPE
N/A
DLN
20.05%
Debt to Equity
FPE
N/A
DLN
61.43%
P/S Ratio
FPE
N/A
DLN
3.06
P/B Ratio
FPE
N/A
DLN
4.30

FPE vs DLN - Historical Returns

Returns include dividend reinvestment.

1M
FPE
-0.51%
Winner
DLN
+2.99%
3M
FPE
+0.21%
Winner
DLN
+5.83%
6M
FPE
-1.13%
Winner
DLN
+8.71%
1Y
FPE
+3.90%
Winner
DLN
+21.10%
5Y(CAGR)
FPE
+2.68%
Winner
DLN
+12.47%
10Y(CAGR)
FPE
+4.63%
Winner
DLN
+12.73%
Max(CAGR)
FPE
+4.73%
Winner
DLN
+9.94%

FPE vs DLN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearFPEDLN
2026+0.40%+14.86%
2025+8.90%+15.72%
2024+11.29%+19.21%
2023+6.14%+10.39%
2022-12.77%-4.11%
2021+5.29%+27.33%
2020+5.70%+4.08%
2019+17.95%+28.78%
2018-4.83%-6.15%
2017+11.02%+17.50%
2016+6.13%+16.97%
2015+6.06%-1.35%
2014+11.53%+15.23%
2013-6.55%+24.17%
2012N/A+11.47%
2011N/A+8.68%
2010N/A+13.52%
2009N/A+14.64%
2008N/A-34.24%
2007N/A+2.46%
2006N/A+15.92%

FPE vs DLN Drawdown Comparison

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

The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FPE drawdown is -1.13%. The current DLN drawdown is -0.85%.

RankFPEDLN
#1-33.35%
Feb 14, 2020 - Nov 9, 2020
-57.82%
Oct 9, 2007 - Aug 16, 2012
#2-19.65%
Sep 22, 2021 - Aug 13, 2024
-35.81%
Feb 12, 2020 - Dec 2, 2020
#3-13.32%
May 9, 2013 - Jan 8, 2015
-16.79%
Sep 21, 2018 - Apr 1, 2019
#4-5.95%
Jan 8, 2018 - Feb 20, 2019
-16.26%
Apr 20, 2022 - Jul 19, 2023
#5-5.45%
Jan 5, 2016 - Apr 8, 2016
-13.71%
Feb 19, 2025 - Jun 27, 2025
#6-4.66%
Feb 28, 2025 - Jun 4, 2025
-13.12%
May 21, 2015 - Apr 1, 2016
#7-4.08%
Feb 20, 2026 - Mar 27, 2026
-10.81%
Jan 26, 2018 - Sep 18, 2018
#8-3.47%
Oct 26, 2016 - Feb 2, 2017
-9.60%
Jul 24, 2023 - Dec 13, 2023
#9-2.21%
Dec 6, 2024 - Feb 18, 2025
-8.77%
Jul 13, 2007 - Oct 1, 2007
#10-2.00%
Dec 1, 2015 - Dec 31, 2015
-7.07%
Oct 18, 2012 - Jan 4, 2013
#11-1.53%
Feb 9, 2021 - Apr 1, 2021
-6.48%
Jan 4, 2022 - Mar 29, 2022
#12-1.43%
Jul 31, 2015 - Oct 13, 2015
-6.46%
Sep 19, 2014 - Oct 31, 2014
#13-1.41%
Oct 28, 2025 - Dec 24, 2025
-6.40%
Apr 30, 2019 - Jun 20, 2019
#14-1.39%
Aug 3, 2017 - Sep 15, 2017
-6.28%
Nov 29, 2024 - Feb 19, 2025
#15-1.31%
Oct 18, 2024 - Dec 6, 2024
-6.10%
Feb 11, 2026 - Apr 17, 2026

Correlation

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

0.94
-101

Dividend Comparison (2006 - 2026)

FPE vs DLN dividend yield comparison.

YearFPEDLN
20263.86%0.93%
20255.81%1.90%
20245.68%2.00%
20236.03%2.43%
20225.67%2.53%
20214.48%2.01%
20204.88%2.66%
20195.32%2.51%
20186.14%2.90%
20175.39%2.33%
20165.97%2.64%
20155.49%2.80%
20146.00%2.34%
20134.69%2.40%
20120.00%2.99%
20110.00%2.74%
20100.00%2.69%
20090.00%2.80%
20080.00%3.98%
20070.00%2.70%
20060.00%0.94%

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