FPE vs MCHI

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and ISHARES MSCI CHINA ETF (MCHI, ETF).

5-Year PerformanceFPE has outperformed MCHI, delivering a return of +3.0% compared to -5.8%

FPE vs MCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	MCHI(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.83%	0.59%
Max Drawdown	34.80%	63.39%
Sharpe Ratio	0.98	-0.07
5Y Beta	0.19	0.64
5Y Dividends CAGR	2.10%	8.85%

Net Assets

FPE

$6.30B

MCHI

$6.30B

Expense Ratio

FPE

0.83%

Winner

MCHI

0.59%

Max Drawdown

Winner

FPE

34.80%

MCHI

63.39%

Sharpe Ratio

Winner

FPE

0.98

MCHI

-0.07

5Y Beta

Winner

FPE

0.19

MCHI

0.64

5Y Dividends CAGR

FPE

2.10%

Winner

MCHI

8.85%

FPE vs MCHI - Historical Returns

Returns include dividend reinvestment.

Period	FPE	MCHI
1 month	-0.39%	-5.81%
3 months	+1.09%	-4.94%
6 months	+1.13%	-9.78%
1 year	+7.52%	+0.46%
5 years(CAGR)	+2.99%	-5.81%
10 years(CAGR)	+5.02%	+4.80%
Max(CAGR)	+4.82%	+2.32%

Winner

FPE

-0.39%

MCHI

-5.81%

Winner

FPE

+1.09%

MCHI

-4.94%

Winner

FPE

+1.13%

MCHI

-9.78%

Winner

FPE

+7.52%

MCHI

+0.46%

5Y(CAGR)

Winner

FPE

+2.99%

MCHI

-5.81%

10Y(CAGR)

Winner

FPE

+5.02%

MCHI

+4.80%

Max(CAGR)

Winner

FPE

+4.82%

MCHI

+2.32%

FPE vs MCHI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FPE	MCHI
2026	+0.58%	-11.91%
2025	+8.90%	+33.42%
2024	+11.29%	+20.76%
2023	+6.14%	-14.77%
2022	-12.77%	-23.00%
2021	+5.29%	-21.99%
2020	+5.70%	+23.65%
2019	+17.95%	+24.39%
2018	-4.83%	-22.78%
2017	+11.02%	+53.07%
2016	+6.13%	+3.26%
2015	+6.06%	-9.05%
2014	+11.53%	+10.05%
2013	-6.55%	-0.89%
2012	N/A	+20.85%
2011	N/A	-20.75%

FPE vs MCHI Drawdown Comparison

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

The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current FPE drawdown is -0.95%. The current MCHI drawdown is -37.73%.

Rank	FPE	MCHI
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-62.95% Feb 17, 2021 - Oct 31, 2022
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-43.23% Apr 28, 2015 - Aug 25, 2017
#3	-13.32% May 9, 2013 - Jan 8, 2015	-37.13% Apr 21, 2011 - Jul 24, 2014
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-33.15% Jan 26, 2018 - Jul 8, 2020
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-11.54% Sep 5, 2014 - Jan 21, 2015
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-8.66% Nov 21, 2017 - Jan 2, 2018
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-7.42% Sep 1, 2020 - Oct 12, 2020
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-6.19% Mar 2, 2015 - Mar 30, 2015
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-5.81% Nov 6, 2020 - Jan 5, 2021
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-5.80% Jan 25, 2021 - Feb 9, 2021
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-5.72% Jul 9, 2020 - Aug 24, 2020
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-5.01% Jan 22, 2015 - Feb 26, 2015
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-3.88% Sep 19, 2017 - Oct 3, 2017
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-3.50% Apr 16, 2015 - Apr 22, 2015
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-2.83% Oct 18, 2017 - Nov 6, 2017

Correlation

Correlation between FPE and MCHI is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2011 - 2026)

FPE vs MCHI dividend yield comparison.

Year	FPE	MCHI
2026	2.31%	0.00%
2025	5.81%	2.12%
2024	5.68%	2.31%
2023	6.03%	2.66%
2022	5.67%	1.78%
2021	4.48%	1.04%
2020	4.88%	1.04%
2019	5.32%	1.45%
2018	6.14%	1.60%
2017	5.39%	1.56%
2016	5.97%	1.66%
2015	5.49%	2.76%
2014	6.00%	2.35%
2013	4.69%	2.37%
2012	0.00%	1.90%
2011	0.00%	2.61%