FPEI vs BUFD

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and FT VEST LADDERED DEEP BUFFER ETF (BUFD, ETF).

5-Year PerformanceBUFD has outperformed FPEI, delivering a return of +7.6% compared to +4.3%

FPEI vs BUFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	BUFD(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.85%	0.95%
Max Drawdown	27.77%	10.75%
Sharpe Ratio	1.14	1.85
5Y Beta	0.15	0.45
5Y Dividends CAGR	3.10%	N/A

Net Assets

FPEI

$1.90B

BUFD

$1.90B

Expense Ratio

Winner

FPEI

0.85%

BUFD

0.95%

Max Drawdown

FPEI

27.77%

Winner

BUFD

10.75%

Sharpe Ratio

FPEI

1.14

Winner

BUFD

1.85

5Y Beta

Winner

FPEI

0.15

BUFD

0.45

5Y Dividends CAGR

FPEI

3.10%

BUFD

N/A

FPEI vs BUFD - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	BUFD
1 month	+1.06%	+0.95%
3 months	+1.98%	+5.66%
6 months	+2.11%	+5.66%
1 year	+8.10%	+14.41%
5 years(CAGR)	+4.25%	+7.64%
10 years(CAGR)	+5.02%	N/A
Max(CAGR)	+5.02%	+7.48%

Winner

FPEI

+1.06%

BUFD

+0.95%

FPEI

+1.98%

Winner

BUFD

+5.66%

FPEI

+2.11%

Winner

BUFD

+5.66%

FPEI

+8.10%

Winner

BUFD

+14.41%

5Y(CAGR)

FPEI

+4.25%

Winner

BUFD

+7.64%

10Y(CAGR)

FPEI

+5.02%

BUFD

N/A

Max(CAGR)

FPEI

+5.02%

Winner

BUFD

+7.48%

FPEI vs BUFD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FPEI	BUFD
2026	+1.75%	+4.97%
2025	+9.64%	+10.96%
2024	+11.19%	+12.82%
2023	+5.88%	+15.35%
2022	-8.28%	-7.78%
2021	+4.74%	+5.97%
2020	+6.95%	N/A
2019	+16.30%	N/A
2018	-4.22%	N/A
2017	+2.22%	N/A

FPEI vs BUFD Drawdown Comparison

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

The maximum drawdown for BUFD was -10.75%, occurring on Oct 12, 2022. Recovery took 315 trading sessions.

The current FPEI drawdown is -0.03%. The current BUFD drawdown is -0.17%.

Rank	FPEI	BUFD
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-10.75% Mar 29, 2022 - Jun 30, 2023
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-10.15% Feb 19, 2025 - Jun 12, 2025
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-5.48% Jul 31, 2023 - Nov 14, 2023
#4	-4.26% Feb 28, 2025 - May 13, 2025	-4.45% Jan 4, 2022 - Mar 29, 2022
#5	-3.62% Feb 20, 2026 - Jun 1, 2026	-3.43% Feb 25, 2026 - Apr 13, 2026
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-3.33% Jul 16, 2024 - Aug 16, 2024
#7	-1.92% Mar 26, 2024 - May 6, 2024	-1.74% Mar 27, 2024 - May 6, 2024
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-1.65% Oct 27, 2025 - Nov 26, 2025
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-1.61% Aug 30, 2024 - Sep 16, 2024
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-1.52% Dec 11, 2024 - Dec 26, 2024
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-1.44% Nov 16, 2021 - Dec 10, 2021
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-1.41% Jun 1, 2026 - Jun 15, 2026
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-1.40% Dec 26, 2024 - Jan 21, 2025
#14	-0.79% May 19, 2025 - May 29, 2025	-1.25% Jan 21, 2021 - Feb 5, 2021
#15	-0.78% May 2, 2019 - Jun 6, 2019	-1.19% Sep 7, 2021 - Oct 19, 2021