FPEI vs JMOM

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed FPEI, delivering a return of +15.1% compared to +4.3%

FPEI vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	JMOM(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.85%	0.12%
Max Drawdown	27.77%	34.31%
Sharpe Ratio	1.72	2.01
5Y Beta	0.15	1.04
P/E Ratio	N/A	33.21
Forward P/E	N/A	22.36
PEG Ratio	N/A	0.80
5Y Dividends CAGR	2.31%	12.88%
5Y EPS CAGR	N/A	23.62%
Debt to Equity	N/A	29.25%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	5.11

Net Assets

FPEI

$1.90B

JMOM

$1.90B

Expense Ratio

FPEI

0.85%

Winner

JMOM

0.12%

Max Drawdown

Winner

FPEI

27.77%

JMOM

34.31%

Sharpe Ratio

FPEI

1.72

Winner

JMOM

2.01

5Y Beta

Winner

FPEI

0.15

JMOM

1.04

P/E Ratio

FPEI

N/A

JMOM

33.21

Forward P/E

FPEI

N/A

JMOM

22.36

PEG Ratio

FPEI

N/A

JMOM

0.80

5Y Dividends CAGR

FPEI

2.31%

Winner

JMOM

12.88%

5Y EPS CAGR

FPEI

N/A

JMOM

23.62%

Debt to Equity

FPEI

N/A

JMOM

29.25%

P/S Ratio

FPEI

N/A

JMOM

2.39

P/B Ratio

FPEI

N/A

JMOM

5.11

FPEI vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	JMOM
1 month	+0.73%	+10.37%
3 months	+0.52%	+11.40%
6 months	+2.55%	+17.05%
1 year	+10.14%	+36.39%
5 years(CAGR)	+4.30%	+15.08%
10 years(CAGR)	+5.03%	+15.81%
Max(CAGR)	+5.03%	+15.81%

FPEI

+0.73%

Winner

JMOM

+10.37%

FPEI

+0.52%

Winner

JMOM

+11.40%

FPEI

+2.55%

Winner

JMOM

+17.05%

FPEI

+10.14%

Winner

JMOM

+36.39%

5Y(CAGR)

FPEI

+4.30%

Winner

JMOM

+15.08%

10Y(CAGR)

FPEI

+5.03%

Winner

JMOM

+15.81%

Max(CAGR)

FPEI

+5.03%

Winner

JMOM

+15.81%

FPEI vs JMOM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FPEI	JMOM
2026	+1.30%	+15.25%
2025	+9.64%	+17.75%
2024	+11.19%	+29.74%
2023	+5.88%	+23.74%
2022	-8.28%	-20.41%
2021	+4.74%	+26.82%
2020	+6.95%	+28.12%
2019	+16.30%	+28.88%
2018	-4.22%	-5.24%
2017	+2.22%	+3.32%

FPEI vs JMOM Drawdown Comparison

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

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current FPEI drawdown is -0.12%.

Rank	FPEI	JMOM
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-4.26% Feb 28, 2025 - May 13, 2025	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-3.62% Feb 20, 2026 - Mar 27, 2026	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-1.92% Mar 26, 2024 - May 6, 2024	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-6.24% Mar 21, 2024 - May 15, 2024
#14	-0.79% May 19, 2025 - May 29, 2025	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-0.78% May 2, 2019 - Jun 6, 2019	-6.07% Oct 27, 2025 - Dec 10, 2025