StockComparison Logo
vs

FPE vs VIOO

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF SHARES (VIOO, ETF).

5-Year PerformanceVIOO has outperformed FPE, delivering a return of +8.4% compared to +2.9%

FPE vs VIOO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPE
$6.30B
Winner
VIOO
$6.40B
Expense Ratio
FPE
0.83%
Winner
VIOO
0.07%
Max Drawdown
Winner
FPE
34.80%
VIOO
45.59%
Sharpe Ratio
FPE
0.71
Winner
VIOO
1.57
5Y Beta
Winner
FPE
0.19
VIOO
1.02
P/E Ratio
FPE
N/A
VIOO
45.71
Forward P/E
FPE
N/A
VIOO
15.90
5Y Dividends CAGR
FPE
2.26%
Winner
VIOO
27.55%
5Y EPS CAGR
FPE
N/A
VIOO
10.18%
Debt to Equity
FPE
N/A
VIOO
59.55%
P/S Ratio
FPE
N/A
VIOO
1.23
P/B Ratio
FPE
N/A
VIOO
2.17

FPE vs VIOO - Historical Returns

Returns include dividend reinvestment.

1M
FPE
+0.16%
Winner
VIOO
+3.06%
3M
FPE
+0.73%
Winner
VIOO
+11.21%
6M
FPE
+0.58%
Winner
VIOO
+14.87%
1Y
FPE
+6.64%
Winner
VIOO
+33.56%
5Y(CAGR)
FPE
+2.88%
Winner
VIOO
+8.37%
10Y(CAGR)
FPE
+4.87%
Winner
VIOO
+10.88%
Max(CAGR)
FPE
+4.82%
Winner
VIOO
+12.57%

FPE vs VIOO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearFPEVIOO
2026+1.08%+21.66%
2025+8.90%+6.22%
2024+11.29%+9.10%
2023+6.14%+16.41%
2022-12.77%-17.13%
2021+5.29%+27.98%
2020+5.70%+11.35%
2019+17.95%+22.12%
2018-4.83%-9.21%
2017+11.02%+12.68%
2016+6.13%+29.98%
2015+6.06%-1.50%
2014+11.53%+6.90%
2013-6.55%+38.40%
2012N/A+14.42%
2011N/A-0.74%
2010N/A+23.43%

FPE vs VIOO Drawdown Comparison

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

The maximum drawdown for VIOO was -44.15%, occurring on Mar 23, 2020. Recovery took 562 trading sessions.

The current FPE drawdown is -0.46%. The current VIOO drawdown is -0.86%.

RankFPEVIOO
#1-33.35%
Feb 14, 2020 - Nov 9, 2020
-44.15%
Aug 31, 2018 - Nov 24, 2020
#2-19.65%
Sep 22, 2021 - Aug 13, 2024
-27.93%
Nov 25, 2024 - Dec 11, 2025
#3-13.32%
May 9, 2013 - Jan 8, 2015
-26.52%
Nov 8, 2021 - Jul 16, 2024
#4-5.95%
Jan 8, 2018 - Feb 20, 2019
-24.95%
Jul 8, 2011 - Feb 3, 2012
#5-5.45%
Jan 5, 2016 - Apr 8, 2016
-20.00%
Jun 23, 2015 - Jul 11, 2016
#6-4.66%
Feb 28, 2025 - Jun 4, 2025
-12.46%
Mar 26, 2012 - Sep 6, 2012
#7-4.08%
Feb 20, 2026 - Mar 27, 2026
-11.72%
Jul 1, 2014 - Dec 23, 2014
#8-3.47%
Oct 26, 2016 - Feb 2, 2017
-10.47%
Sep 14, 2012 - Jan 2, 2013
#9-2.21%
Dec 6, 2024 - Feb 18, 2025
-9.88%
Jun 8, 2021 - Nov 1, 2021
#10-2.00%
Dec 1, 2015 - Dec 31, 2015
-9.33%
Mar 12, 2021 - Jun 7, 2021
#11-1.53%
Feb 9, 2021 - Apr 1, 2021
-9.10%
Jul 31, 2024 - Oct 16, 2024
#12-1.43%
Jul 31, 2015 - Oct 13, 2015
-8.77%
Feb 10, 2026 - Apr 14, 2026
#13-1.41%
Oct 28, 2025 - Dec 24, 2025
-8.73%
Jan 26, 2018 - May 9, 2018
#14-1.39%
Aug 3, 2017 - Sep 15, 2017
-8.49%
Apr 28, 2011 - Jul 8, 2011
#15-1.31%
Oct 18, 2024 - Dec 6, 2024
-7.93%
Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between FPE and VIOO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2010 - 2026)

FPE vs VIOO dividend yield comparison.

YearFPEVIOO
20262.86%0.00%
20255.81%1.36%
20245.68%1.48%
20236.03%1.47%
20225.67%1.51%
20214.48%1.16%
20204.88%1.09%
20195.32%1.37%
20186.14%1.32%
20175.39%1.11%
20165.97%1.06%
20155.49%1.26%
20146.00%1.06%
20134.69%0.86%
20120.00%1.45%
20110.00%0.77%
20100.00%1.16%

Select Stocks to Compare