FPE vs QTUM

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and DEFIANCE QUANTUM ETF (QTUM, ETF).

5-Year PerformanceQTUM has outperformed FPE, delivering a return of +25.9% compared to +2.9%

FPE vs QTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	QTUM(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.83%	0.40%
Max Drawdown	34.80%	39.25%
Sharpe Ratio	0.71	1.49
5Y Beta	0.19	1.49
P/E Ratio	N/A	242.00
Forward P/E	N/A	25.29
PEG Ratio	N/A	0.02
5Y Dividends CAGR	2.26%	48.50%
P/S Ratio	N/A	0.93
P/B Ratio	N/A	6.08

Net Assets

FPE

$6.30B

QTUM

$6.30B

Expense Ratio

FPE

0.83%

Winner

QTUM

0.40%

Max Drawdown

Winner

FPE

34.80%

QTUM

39.25%

Sharpe Ratio

FPE

0.71

Winner

QTUM

1.49

5Y Beta

Winner

FPE

0.19

QTUM

1.49

P/E Ratio

FPE

N/A

QTUM

242.00

Forward P/E

FPE

N/A

QTUM

25.29

PEG Ratio

FPE

N/A

QTUM

0.02

5Y Dividends CAGR

FPE

2.26%

Winner

QTUM

48.50%

P/S Ratio

FPE

N/A

QTUM

0.93

P/B Ratio

FPE

N/A

QTUM

6.08

FPE vs QTUM - Historical Returns

Returns include dividend reinvestment.

Period	FPE	QTUM
1 month	+0.16%	-11.80%
3 months	+0.73%	+14.35%
6 months	+0.58%	+21.10%
1 year	+6.64%	+54.32%
5 years(CAGR)	+2.88%	+25.86%
10 years(CAGR)	+4.87%	N/A
Max(CAGR)	+4.82%	+26.04%

Winner

FPE

+0.16%

QTUM

-11.80%

FPE

+0.73%

Winner

QTUM

+14.35%

FPE

+0.58%

Winner

QTUM

+21.10%

FPE

+6.64%

Winner

QTUM

+54.32%

5Y(CAGR)

FPE

+2.88%

Winner

QTUM

+25.86%

10Y(CAGR)

FPE

+4.87%

QTUM

N/A

Max(CAGR)

FPE

+4.82%

Winner

QTUM

+26.04%

FPE vs QTUM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPE	QTUM
2026	+1.08%	+27.62%
2025	+8.90%	+34.57%
2024	+11.29%	+53.69%
2023	+6.14%	+39.72%
2022	-12.77%	-29.51%
2021	+5.29%	+34.23%
2020	+5.70%	+39.47%
2019	+17.95%	+47.21%
2018	-4.83%	-19.02%
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 QTUM Drawdown Comparison

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

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The current FPE drawdown is -0.46%. The current QTUM drawdown is -15.19%.

Rank	FPE	QTUM
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-38.44% Nov 16, 2021 - Jan 23, 2024
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-35.49% Feb 12, 2020 - Jul 6, 2020
#3	-13.32% May 9, 2013 - Jan 8, 2015	-25.38% Dec 17, 2024 - May 20, 2025
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-24.32% Sep 25, 2018 - Apr 12, 2019
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-17.17% Jul 16, 2024 - Nov 11, 2024
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-15.26% Jan 28, 2026 - Apr 14, 2026
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-15.19% Jun 2, 2026 - Jul 16, 2026
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-13.03% Feb 12, 2021 - Jun 29, 2021
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-12.81% Oct 31, 2025 - Dec 10, 2025
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-11.92% Mar 7, 2024 - May 24, 2024
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-10.74% May 3, 2019 - Jul 23, 2019
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-8.55% Sep 2, 2020 - Oct 9, 2020
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-8.50% Jul 24, 2019 - Sep 11, 2019
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-8.06% Oct 12, 2020 - Nov 5, 2020
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-7.22% Dec 10, 2025 - Jan 6, 2026

Correlation

Correlation between FPE and QTUM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2013 - 2026)

FPE vs QTUM dividend yield comparison.

Year	FPE	QTUM
2026	2.86%	0.35%
2025	5.81%	1.01%
2024	5.68%	0.61%
2023	6.03%	0.81%
2022	5.67%	1.46%
2021	4.48%	0.48%
2020	4.88%	0.42%
2019	5.32%	0.61%
2018	6.14%	0.21%
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%