FPEI vs BGIG

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).

FPEI vs BGIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	BGIG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.85%	0.45%
Max Drawdown	27.77%	14.11%
Sharpe Ratio	1.72	1.75
5Y Beta	0.15	0.63
P/E Ratio	N/A	23.24
Forward P/E	N/A	19.50
PEG Ratio	N/A	0.64
5Y Dividends CAGR	2.31%	N/A
5Y EPS CAGR	N/A	14.02%
P/S Ratio	N/A	2.79
P/B Ratio	N/A	4.19

Net Assets

FPEI

$1.90B

Winner

BGIG

$2B

Expense Ratio

FPEI

0.85%

Winner

BGIG

0.45%

Max Drawdown

FPEI

27.77%

Winner

BGIG

14.11%

Sharpe Ratio

FPEI

1.72

Winner

BGIG

1.75

5Y Beta

Winner

FPEI

0.15

BGIG

0.63

P/E Ratio

FPEI

N/A

BGIG

23.24

Forward P/E

FPEI

N/A

BGIG

19.50

PEG Ratio

FPEI

N/A

BGIG

0.64

5Y Dividends CAGR

FPEI

2.31%

BGIG

N/A

5Y EPS CAGR

FPEI

N/A

BGIG

14.02%

P/S Ratio

FPEI

N/A

BGIG

2.79

P/B Ratio

FPEI

N/A

BGIG

4.19

FPEI vs BGIG - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	BGIG
1 month	+0.73%	+1.53%
3 months	+0.52%	+1.19%
6 months	+2.55%	+9.59%
1 year	+10.14%	+21.62%
5 years(CAGR)	+4.30%	N/A
10 years(CAGR)	+5.03%	N/A
Max(CAGR)	+5.03%	+15.86%

FPEI

+0.73%

Winner

BGIG

+1.53%

FPEI

+0.52%

Winner

BGIG

+1.19%

FPEI

+2.55%

Winner

BGIG

+9.59%

FPEI

+10.14%

Winner

BGIG

+21.62%

5Y(CAGR)

FPEI

+4.30%

BGIG

N/A

10Y(CAGR)

FPEI

+5.03%

BGIG

N/A

Max(CAGR)

FPEI

+5.03%

Winner

BGIG

+15.86%

FPEI vs BGIG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FPEI	BGIG
2026	+1.30%	+6.96%
2025	+9.64%	+12.53%
2024	+11.19%	+16.25%
2023	+5.88%	+4.55%
2022	-8.28%	N/A
2021	+4.74%	N/A
2020	+6.95%	N/A
2019	+16.30%	N/A
2018	-4.22%	N/A
2017	+2.22%	N/A

FPEI vs BGIG Drawdown Comparison

The maximum drawdown for FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.

The current FPEI drawdown is -0.12%. The current BGIG drawdown is -1.34%.

Rank	FPEI	BGIG
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-13.23% Oct 18, 2024 - Jun 30, 2025
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-7.95% Sep 15, 2023 - Dec 1, 2023
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-5.81% Mar 2, 2026 - Apr 30, 2026
#4	-4.26% Feb 28, 2025 - May 13, 2025	-4.73% Jul 16, 2024 - Aug 15, 2024
#5	-3.62% Feb 20, 2026 - Mar 27, 2026	-4.73% Mar 28, 2024 - May 14, 2024
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-3.06% Aug 30, 2024 - Sep 16, 2024
#7	-1.92% Mar 26, 2024 - May 6, 2024	-2.56% May 21, 2024 - Jun 13, 2024
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-2.50% Oct 8, 2025 - Nov 25, 2025
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-2.03% Jul 25, 2025 - Aug 20, 2025
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-1.87% Nov 28, 2025 - Jan 12, 2026
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-1.71% Jun 18, 2024 - Jul 10, 2024
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-1.49% Dec 19, 2023 - Dec 26, 2023
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-1.46% Jan 8, 2024 - Jan 19, 2024
#14	-0.79% May 19, 2025 - May 29, 2025	-1.34% Apr 30, 2026 - May 8, 2026
#15	-0.78% May 2, 2019 - Jun 6, 2019	-1.32% Jan 16, 2026 - Jan 26, 2026