FPEI vs IYJ

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed FPEI, delivering a return of +8.9% compared to +4.0%

FPEI vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	IYJ(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.85%	0.38%
Max Drawdown	27.77%	62.80%
Sharpe Ratio	0.88	0.62
5Y Beta	0.15	0.92
P/E Ratio	N/A	32.57
Forward P/E	N/A	23.94
PEG Ratio	N/A	0.68
5Y Dividends CAGR	2.60%	5.34%
5Y EPS CAGR	N/A	12.51%
Debt to Equity	N/A	60.94%
P/S Ratio	N/A	3.28
P/B Ratio	N/A	6.22

Net Assets

FPEI

$1.90B

IYJ

$1.90B

Expense Ratio

FPEI

0.85%

Winner

IYJ

0.38%

Max Drawdown

Winner

FPEI

27.77%

IYJ

62.80%

Sharpe Ratio

Winner

FPEI

0.88

IYJ

0.62

5Y Beta

Winner

FPEI

0.15

IYJ

0.92

P/E Ratio

FPEI

N/A

IYJ

32.57

Forward P/E

FPEI

N/A

IYJ

23.94

PEG Ratio

FPEI

N/A

IYJ

0.68

5Y Dividends CAGR

FPEI

2.60%

Winner

IYJ

5.34%

5Y EPS CAGR

FPEI

N/A

IYJ

12.51%

Debt to Equity

FPEI

N/A

IYJ

60.94%

P/S Ratio

FPEI

N/A

IYJ

3.28

P/B Ratio

FPEI

N/A

IYJ

6.22

FPEI vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	IYJ
1 month	+0.13%	+1.43%
3 months	+1.14%	+3.65%
6 months	+1.49%	+5.93%
1 year	+7.27%	+13.88%
5 years(CAGR)	+4.05%	+8.86%
10 years(CAGR)	+4.99%	+12.32%
Max(CAGR)	+4.99%	+8.02%

FPEI

+0.13%

Winner

IYJ

+1.43%

FPEI

+1.14%

Winner

IYJ

+3.65%

FPEI

+1.49%

Winner

IYJ

+5.93%

FPEI

+7.27%

Winner

IYJ

+13.88%

5Y(CAGR)

FPEI

+4.05%

Winner

IYJ

+8.86%

10Y(CAGR)

FPEI

+4.99%

Winner

IYJ

+12.32%

Max(CAGR)

FPEI

+4.99%

Winner

IYJ

+8.02%

FPEI vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	FPEI	IYJ
2026	+1.85%	+9.13%
2025	+9.64%	+12.53%
2024	+11.19%	+18.77%
2023	+5.88%	+19.58%
2022	-8.28%	-13.50%
2021	+4.74%	+19.46%
2020	+6.95%	+15.88%
2019	+16.30%	+31.97%
2018	-4.22%	-12.24%
2017	+2.22%	+23.04%
2016	N/A	+20.78%
2015	N/A	-1.81%
2014	N/A	+8.23%
2013	N/A	+36.67%
2012	N/A	+15.31%
2011	N/A	-2.11%
2010	N/A	+23.31%
2009	N/A	+21.43%
2008	N/A	-38.70%
2007	N/A	+12.74%
2006	N/A	+12.27%
2005	N/A	+5.23%
2004	N/A	+16.58%
2003	N/A	+28.35%
2002	N/A	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

FPEI vs IYJ Drawdown Comparison

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

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current FPEI drawdown is -0.36%. The current IYJ drawdown is -2.51%.

Rank	FPEI	IYJ
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-4.26% Feb 28, 2025 - May 13, 2025	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-3.62% Feb 20, 2026 - Jun 1, 2026	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	-1.92% Mar 26, 2024 - May 6, 2024	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-13.21% May 9, 2006 - Dec 27, 2006
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	-0.79% May 19, 2025 - May 29, 2025	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	-0.78% May 2, 2019 - Jun 6, 2019	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between FPEI and IYJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

FPEI vs IYJ dividend yield comparison.

Year	FPEI	IYJ
2026	2.85%	0.30%
2025	5.62%	0.83%
2024	5.55%	0.88%
2023	5.76%	1.05%
2022	5.20%	1.05%
2021	4.46%	0.76%
2020	4.90%	1.01%
2019	5.02%	1.32%
2018	5.81%	1.43%
2017	1.50%	1.29%
2016	0.00%	1.38%
2015	0.00%	1.53%
2014	0.00%	1.46%
2013	0.00%	1.14%
2012	0.00%	1.66%
2011	0.00%	1.55%
2010	0.00%	1.55%
2009	0.00%	1.72%
2008	0.00%	2.31%
2007	0.00%	1.20%
2006	0.00%	1.07%
2005	0.00%	1.10%
2004	0.00%	0.82%
2003	0.00%	0.80%
2002	0.00%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%