FPEI vs DES

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceDES has outperformed FPEI, delivering a return of +6.2% compared to +4.3%

FPEI vs DES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	DES(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.85%	0.38%
Max Drawdown	27.77%	68.10%
Sharpe Ratio	1.72	1.46
5Y Beta	0.15	0.83
P/E Ratio	N/A	21.88
Forward P/E	N/A	13.20
5Y Dividends CAGR	2.31%	6.06%
5Y EPS CAGR	N/A	8.81%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.66

Net Assets

FPEI

$1.90B

DES

$1.90B

Expense Ratio

FPEI

0.85%

Winner

DES

0.38%

Max Drawdown

Winner

FPEI

27.77%

DES

68.10%

Sharpe Ratio

Winner

FPEI

1.72

DES

1.46

5Y Beta

Winner

FPEI

0.15

DES

0.83

P/E Ratio

FPEI

N/A

DES

21.88

Forward P/E

FPEI

N/A

DES

13.20

5Y Dividends CAGR

FPEI

2.31%

Winner

DES

6.06%

5Y EPS CAGR

FPEI

N/A

DES

8.81%

P/S Ratio

FPEI

N/A

DES

1.07

P/B Ratio

FPEI

N/A

DES

1.66

FPEI vs DES - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	DES
1 month	+0.73%	+3.81%
3 months	+0.52%	+3.26%
6 months	+2.55%	+18.98%
1 year	+10.14%	+28.33%
5 years(CAGR)	+4.30%	+6.17%
10 years(CAGR)	+5.03%	+8.38%
Max(CAGR)	+5.03%	+7.72%

FPEI

+0.73%

Winner

DES

+3.81%

FPEI

+0.52%

Winner

DES

+3.26%

FPEI

+2.55%

Winner

DES

+18.98%

FPEI

+10.14%

Winner

DES

+28.33%

5Y(CAGR)

FPEI

+4.30%

Winner

DES

+6.17%

10Y(CAGR)

FPEI

+5.03%

Winner

DES

+8.38%

Max(CAGR)

FPEI

+5.03%

Winner

DES

+7.72%

FPEI vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FPEI	DES
2026	+1.30%	+15.52%
2025	+9.64%	+0.96%
2024	+11.19%	+9.71%
2023	+5.88%	+16.28%
2022	-8.28%	-11.65%
2021	+4.74%	+27.88%
2020	+6.95%	-3.69%
2019	+16.30%	+19.33%
2018	-4.22%	-13.42%
2017	+2.22%	+8.08%
2016	N/A	+33.60%
2015	N/A	-5.29%
2014	N/A	+8.94%
2013	N/A	+32.90%
2012	N/A	+16.16%
2011	N/A	-3.63%
2010	N/A	+24.59%
2009	N/A	+20.08%
2008	N/A	-27.07%
2007	N/A	-12.85%
2006	N/A	+16.40%

FPEI vs DES Drawdown Comparison

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

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current FPEI drawdown is -0.12%. The current DES drawdown is -0.51%.

Rank	FPEI	DES
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-65.45% Jun 4, 2007 - Feb 3, 2012
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-45.63% Aug 21, 2018 - Jan 14, 2021
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-25.16% Nov 25, 2024 - Feb 4, 2026
#4	-4.26% Feb 28, 2025 - May 13, 2025	-21.70% Jan 4, 2022 - Dec 14, 2023
#5	-3.62% Feb 20, 2026 - Mar 27, 2026	-19.34% Jun 23, 2015 - Apr 26, 2016
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-9.64% Jan 23, 2018 - Jun 4, 2018
#7	-1.92% Mar 26, 2024 - May 6, 2024	-9.47% Jul 1, 2014 - Nov 5, 2014
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-9.36% Jun 8, 2021 - Nov 3, 2021
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-9.15% Apr 2, 2012 - Jul 3, 2012
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-9.09% Sep 14, 2012 - Dec 20, 2012
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-8.96% Jul 31, 2024 - Oct 16, 2024
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-8.17% Nov 15, 2021 - Jan 4, 2022
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-7.64% Feb 20, 2026 - Apr 9, 2026
#14	-0.79% May 19, 2025 - May 29, 2025	-7.50% Dec 27, 2023 - Mar 28, 2024
#15	-0.78% May 2, 2019 - Jun 6, 2019	-7.44% Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between FPEI and DES is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

FPEI vs DES dividend yield comparison.

Year	FPEI	DES
2026	1.86%	0.41%
2025	5.62%	2.85%
2024	5.55%	2.81%
2023	5.76%	2.65%
2022	5.20%	2.89%
2021	4.46%	2.31%
2020	4.90%	2.75%
2019	5.02%	2.68%
2018	5.81%	3.65%
2017	1.50%	2.89%
2016	0.00%	2.70%
2015	0.00%	3.09%
2014	0.00%	2.68%
2013	0.00%	2.45%
2012	0.00%	4.04%
2011	0.00%	3.38%
2010	0.00%	3.57%
2009	0.00%	3.60%
2008	0.00%	6.09%
2007	0.00%	3.78%
2006	0.00%	1.82%