FPE vs VCR

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF).

5-Year PerformanceVCR has outperformed FPE, delivering a return of +5.9% compared to +3.3%

FPE vs VCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	VCR(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.83%	0.09%
Max Drawdown	34.80%	62.72%
Sharpe Ratio	1.71	0.94
5Y Beta	0.19	1.19
P/E Ratio	N/A	37.73
Forward P/E	N/A	25.55
5Y Dividends CAGR	1.84%	-3.50%
5Y EPS CAGR	N/A	23.36%
Debt to Equity	N/A	-130.01%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	5.94

Net Assets

FPE

$6.20B

VCR

$6.20B

Expense Ratio

FPE

0.83%

Winner

VCR

0.09%

Max Drawdown

Winner

FPE

34.80%

VCR

62.72%

Sharpe Ratio

Winner

FPE

1.71

VCR

0.94

5Y Beta

Winner

FPE

0.19

VCR

1.19

P/E Ratio

FPE

N/A

VCR

37.73

Forward P/E

FPE

N/A

VCR

25.55

5Y Dividends CAGR

Winner

FPE

1.84%

VCR

-3.50%

5Y EPS CAGR

FPE

N/A

VCR

23.36%

Debt to Equity

FPE

N/A

VCR

-130.01%

P/S Ratio

FPE

N/A

VCR

1.59

P/B Ratio

FPE

N/A

VCR

5.94

FPE vs VCR - Historical Returns

Returns include dividend reinvestment.

Period	FPE	VCR
1 month	+1.36%	+8.65%
3 months	+0.43%	+2.51%
6 months	+2.13%	+2.86%
1 year	+10.76%	+19.94%
5 years(CAGR)	+3.29%	+5.91%
10 years(CAGR)	+5.23%	+13.69%
Max(CAGR)	+4.89%	+11.19%

FPE

+1.36%

Winner

VCR

+8.65%

FPE

+0.43%

Winner

VCR

+2.51%

FPE

+2.13%

Winner

VCR

+2.86%

FPE

+10.76%

Winner

VCR

+19.94%

5Y(CAGR)

FPE

+3.29%

Winner

VCR

+5.91%

10Y(CAGR)

FPE

+5.23%

Winner

VCR

+13.69%

Max(CAGR)

FPE

+4.89%

Winner

VCR

+11.19%

FPE vs VCR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	FPE	VCR
2026	+1.14%	+1.94%
2025	+8.90%	+6.83%
2024	+11.29%	+25.49%
2023	+6.14%	+41.16%
2022	-12.77%	-36.56%
2021	+5.29%	+26.48%
2020	+5.70%	+46.60%
2019	+17.95%	+26.51%
2018	-4.83%	-3.60%
2017	+11.02%	+22.26%
2016	+6.13%	+8.62%
2015	+6.06%	+7.15%
2014	+11.53%	+10.05%
2013	-6.55%	+40.65%
2012	N/A	+23.48%
2011	N/A	+2.42%
2010	N/A	+29.54%
2009	N/A	+40.62%
2008	N/A	-36.57%
2007	N/A	-11.96%
2006	N/A	+15.78%
2005	N/A	-3.23%
2004	N/A	+14.42%

FPE vs VCR Drawdown Comparison

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

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The current FPE drawdown is -0.39%. The current VCR drawdown is -3.26%.

Rank	FPE	VCR
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-61.53% Jun 4, 2007 - Feb 7, 2011
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-39.20% Nov 19, 2021 - Nov 6, 2024
#3	-13.32% May 9, 2013 - Jan 8, 2015	-37.68% Feb 20, 2020 - Jun 8, 2020
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-27.35% Dec 17, 2024 - Sep 15, 2025
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-22.61% Sep 4, 2018 - Apr 16, 2019
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-20.49% Jul 7, 2011 - Feb 3, 2012
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-16.70% Nov 3, 2015 - Jul 12, 2016
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-15.58% Jan 9, 2026 - Mar 30, 2026
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-12.46% Jul 28, 2005 - May 9, 2006
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-11.77% Mar 5, 2004 - Nov 2, 2004
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-11.33% Dec 30, 2004 - Jul 19, 2005
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-11.18% Jul 31, 2015 - Nov 3, 2015
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-11.01% May 9, 2006 - Oct 4, 2006
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-10.07% May 2, 2012 - Sep 6, 2012
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-9.71% Jan 26, 2018 - Jun 6, 2018

Correlation

Correlation between FPE and VCR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2004 - 2026)

FPE vs VCR dividend yield comparison.

Year	FPE	VCR
2026	1.79%	0.18%
2025	5.81%	0.74%
2024	5.68%	0.74%
2023	6.03%	0.84%
2022	5.67%	0.98%
2021	4.48%	0.79%
2020	4.88%	1.71%
2019	5.32%	1.17%
2018	6.14%	1.37%
2017	5.39%	1.21%
2016	5.97%	1.60%
2015	5.49%	1.32%
2014	6.00%	1.23%
2013	4.69%	0.84%
2012	0.00%	1.52%
2011	0.00%	1.38%
2010	0.00%	0.99%
2009	0.00%	0.93%
2008	0.00%	2.44%
2007	0.00%	0.86%
2006	0.00%	0.77%
2005	0.00%	0.59%
2004	0.00%	0.63%