FPEI vs BSVO

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

FPEI vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	BSVO(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.85%	0.45%
Max Drawdown	27.77%	29.80%
Sharpe Ratio	1.72	2.06
5Y Beta	0.15	0.97
P/E Ratio	N/A	1357.21
Forward P/E	N/A	10.99
5Y Dividends CAGR	2.31%	N/A
Debt to Equity	N/A	144.99%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	1.20

Net Assets

FPEI

$1.90B

Winner

BSVO

$2B

Expense Ratio

FPEI

0.85%

Winner

BSVO

0.45%

Max Drawdown

Winner

FPEI

27.77%

BSVO

29.80%

Sharpe Ratio

FPEI

1.72

Winner

BSVO

2.06

5Y Beta

Winner

FPEI

0.15

BSVO

0.97

P/E Ratio

FPEI

N/A

BSVO

1357.21

Forward P/E

FPEI

N/A

BSVO

10.99

5Y Dividends CAGR

FPEI

2.31%

BSVO

N/A

Debt to Equity

FPEI

N/A

BSVO

144.99%

P/S Ratio

FPEI

N/A

BSVO

0.60

P/B Ratio

FPEI

N/A

BSVO

1.20

FPEI vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	BSVO
1 month	+0.73%	+5.44%
3 months	+0.52%	+4.93%
6 months	+2.55%	+25.74%
1 year	+10.14%	+47.95%
5 years(CAGR)	+4.30%	N/A
10 years(CAGR)	+5.03%	N/A
Max(CAGR)	+5.03%	+17.66%

FPEI

+0.73%

Winner

BSVO

+5.44%

FPEI

+0.52%

Winner

BSVO

+4.93%

FPEI

+2.55%

Winner

BSVO

+25.74%

FPEI

+10.14%

Winner

BSVO

+47.95%

5Y(CAGR)

FPEI

+4.30%

BSVO

N/A

10Y(CAGR)

FPEI

+5.03%

BSVO

N/A

Max(CAGR)

FPEI

+5.03%

Winner

BSVO

+17.66%

FPEI vs BSVO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FPEI	BSVO
2026	+1.30%	+18.80%
2025	+9.64%	+9.58%
2024	+11.19%	+4.97%
2023	+5.88%	+22.41%
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 BSVO Drawdown Comparison

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

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current FPEI drawdown is -0.12%. The current BSVO drawdown is -0.73%.

Rank	FPEI	BSVO
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-4.26% Feb 28, 2025 - May 13, 2025	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-3.62% Feb 20, 2026 - Mar 27, 2026	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-1.92% Mar 26, 2024 - May 6, 2024	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-0.79% May 19, 2025 - May 29, 2025	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-0.78% May 2, 2019 - Jun 6, 2019	-1.67% May 1, 2026 - May 6, 2026