FPE vs IAUM

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and iShares Gold Trust Micro (IAUM, ETF).

5-Year PerformanceIAUM has outperformed FPE, delivering a return of +20.9% compared to +2.7%

FPE vs IAUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	IAUM(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.83%	0.09%
Max Drawdown	34.80%	26.31%
Sharpe Ratio	0.01	1.14
5Y Beta	0.19	0.22
5Y Dividends CAGR	4.44%	N/A

Net Assets

FPE

$6.30B

IAUM

$6.30B

Expense Ratio

FPE

0.83%

Winner

IAUM

0.09%

Max Drawdown

FPE

34.80%

Winner

IAUM

26.31%

Sharpe Ratio

FPE

0.01

Winner

IAUM

1.14

5Y Beta

Winner

FPE

0.19

IAUM

0.22

5Y Dividends CAGR

FPE

4.44%

IAUM

N/A

FPE vs IAUM - Historical Returns

Returns include dividend reinvestment.

Period	FPE	IAUM
1 month	-0.51%	+12.97%
3 months	+0.21%	+1.61%
6 months	-1.13%	-9.49%
1 year	+3.90%	+38.23%
5 years(CAGR)	+2.68%	+20.87%
10 years(CAGR)	+4.63%	N/A
Max(CAGR)	+4.73%	+20.50%

FPE

-0.51%

Winner

IAUM

+12.97%

FPE

+0.21%

Winner

IAUM

+1.61%

Winner

FPE

-1.13%

IAUM

-9.49%

FPE

+3.90%

Winner

IAUM

+38.23%

5Y(CAGR)

FPE

+2.68%

Winner

IAUM

+20.87%

10Y(CAGR)

FPE

+4.63%

IAUM

N/A

Max(CAGR)

FPE

+4.73%

Winner

IAUM

+20.50%

FPE vs IAUM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	IAUM
2026	+0.40%	+6.51%
2025	+8.90%	+62.10%
2024	+11.29%	+27.35%
2023	+6.14%	+12.14%
2022	-12.77%	+1.05%
2021	+5.29%	+3.87%
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 IAUM Drawdown Comparison

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

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current FPE drawdown is -1.13%. The current IAUM drawdown is -14.50%.

Rank	FPE	IAUM
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-26.31% Jan 29, 2026 - Jul 16, 2026
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-20.87% Mar 8, 2022 - Dec 1, 2023
#3	-13.32% May 9, 2013 - Jan 8, 2015	-10.05% Oct 20, 2025 - Dec 22, 2025
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-8.09% Oct 30, 2024 - Jan 30, 2025
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-7.14% Apr 21, 2025 - Jun 13, 2025
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-5.74% May 20, 2024 - Jul 16, 2024
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-5.69% Jul 29, 2021 - Nov 9, 2021
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-5.25% Nov 12, 2021 - Feb 14, 2022
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-4.88% Mar 31, 2025 - Apr 10, 2025
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-4.85% Dec 26, 2025 - Jan 12, 2026
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-4.79% Jun 13, 2025 - Aug 29, 2025
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-4.40% Dec 1, 2023 - Dec 27, 2023
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-4.38% Jul 16, 2024 - Aug 12, 2024
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-4.23% Apr 16, 2024 - May 17, 2024
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-4.15% Dec 27, 2023 - Mar 1, 2024