FPE vs VOOV

Comparison between FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF) and VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF).

5-Year PerformanceVOOV has outperformed FPE, delivering a return of +10.5% compared to +3.3%

FPE vs VOOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPE(ETF)	VOOV(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.83%	0.07%
Max Drawdown	34.80%	37.69%
Sharpe Ratio	1.71	1.75
5Y Beta	0.19	0.70
P/E Ratio	N/A	24.33
Forward P/E	N/A	19.19
5Y Dividends CAGR	1.84%	13.56%
5Y EPS CAGR	N/A	13.56%
Debt to Equity	N/A	71.39%
P/S Ratio	N/A	1.96
P/B Ratio	N/A	3.50

Net Assets

FPE

$6.20B

VOOV

$6.20B

Expense Ratio

FPE

0.83%

Winner

VOOV

0.07%

Max Drawdown

Winner

FPE

34.80%

VOOV

37.69%

Sharpe Ratio

FPE

1.71

Winner

VOOV

1.75

5Y Beta

Winner

FPE

0.19

VOOV

0.70

P/E Ratio

FPE

N/A

VOOV

24.33

Forward P/E

FPE

N/A

VOOV

19.19

5Y Dividends CAGR

FPE

1.84%

Winner

VOOV

13.56%

5Y EPS CAGR

FPE

N/A

VOOV

13.56%

Debt to Equity

FPE

N/A

VOOV

71.39%

P/S Ratio

FPE

N/A

VOOV

1.96

P/B Ratio

FPE

N/A

VOOV

3.50

FPE vs VOOV - Historical Returns

Returns include dividend reinvestment.

Period	FPE	VOOV
1 month	+1.36%	+3.74%
3 months	+0.43%	+1.61%
6 months	+2.13%	+8.86%
1 year	+10.76%	+23.20%
5 years(CAGR)	+3.29%	+10.46%
10 years(CAGR)	+5.23%	+11.94%
Max(CAGR)	+4.89%	+12.12%

FPE

+1.36%

Winner

VOOV

+3.74%

FPE

+0.43%

Winner

VOOV

+1.61%

FPE

+2.13%

Winner

VOOV

+8.86%

FPE

+10.76%

Winner

VOOV

+23.20%

5Y(CAGR)

FPE

+3.29%

Winner

VOOV

+10.46%

10Y(CAGR)

FPE

+5.23%

Winner

VOOV

+11.94%

Max(CAGR)

FPE

+4.89%

Winner

VOOV

+12.12%

FPE vs VOOV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FPE	VOOV
2026	+1.14%	+5.84%
2025	+8.90%	+13.66%
2024	+11.29%	+11.47%
2023	+6.14%	+21.57%
2022	-12.77%	-5.86%
2021	+5.29%	+26.59%
2020	+5.70%	+0.88%
2019	+17.95%	+31.19%
2018	-4.83%	-9.59%
2017	+11.02%	+14.30%
2016	+6.13%	+18.81%
2015	+6.06%	-3.30%
2014	+11.53%	+12.99%
2013	-6.55%	+29.30%
2012	N/A	+15.02%
2011	N/A	-1.65%
2010	N/A	+12.58%

FPE vs VOOV Drawdown Comparison

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

The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current FPE drawdown is -0.39%. The current VOOV drawdown is -0.23%.

Rank	FPE	VOOV
#1	-33.35% Feb 14, 2020 - Nov 9, 2020	-37.32% Feb 12, 2020 - Jan 6, 2021
#2	-19.65% Sep 22, 2021 - Aug 13, 2024	-21.35% Apr 29, 2011 - Mar 1, 2012
#3	-13.32% May 9, 2013 - Jan 8, 2015	-19.20% Jan 26, 2018 - Apr 30, 2019
#4	-5.95% Jan 8, 2018 - Feb 20, 2019	-18.11% Apr 20, 2022 - Feb 1, 2023
#5	-5.45% Jan 5, 2016 - Apr 8, 2016	-17.55% Nov 29, 2024 - Aug 22, 2025
#6	-4.66% Feb 28, 2025 - Jun 4, 2025	-14.90% May 21, 2015 - Jun 7, 2016
#7	-4.08% Feb 20, 2026 - Mar 27, 2026	-11.36% Mar 26, 2012 - Sep 6, 2012
#8	-3.47% Oct 26, 2016 - Feb 2, 2017	-11.00% Jul 31, 2023 - Dec 1, 2023
#9	-2.21% Dec 6, 2024 - Feb 18, 2025	-9.64% Feb 2, 2023 - Jun 13, 2023
#10	-2.00% Dec 1, 2015 - Dec 31, 2015	-7.70% May 3, 2019 - Jul 1, 2019
#11	-1.53% Feb 9, 2021 - Apr 1, 2021	-7.32% Jan 12, 2022 - Apr 20, 2022
#12	-1.43% Jul 31, 2015 - Oct 13, 2015	-7.26% Sep 19, 2014 - Nov 5, 2014
#13	-1.41% Oct 28, 2025 - Dec 24, 2025	-7.18% Oct 18, 2012 - Dec 18, 2012
#14	-1.39% Aug 3, 2017 - Sep 15, 2017	-6.53% Jul 29, 2019 - Sep 11, 2019
#15	-1.31% Oct 18, 2024 - Dec 6, 2024	-6.27% Feb 27, 2026 - Apr 30, 2026

Correlation

Correlation between FPE and VOOV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2010 - 2026)

FPE vs VOOV dividend yield comparison.

Year	FPE	VOOV
2026	1.79%	0.43%
2025	5.81%	1.76%
2024	5.68%	2.10%
2023	6.03%	1.69%
2022	5.67%	2.19%
2021	4.48%	1.87%
2020	4.88%	2.45%
2019	5.32%	2.10%
2018	6.14%	2.65%
2017	5.39%	2.13%
2016	5.97%	2.24%
2015	5.49%	2.36%
2014	6.00%	1.98%
2013	4.69%	1.97%
2012	0.00%	2.15%
2011	0.00%	1.98%
2010	0.00%	0.67%