FPEI vs JPEF

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

FPEI vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPEI(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.85%	0.44%
Max Drawdown	27.77%	18.10%
Sharpe Ratio	1.14	1.23
5Y Beta	0.15	0.94
P/E Ratio	N/A	28.03
Forward P/E	N/A	22.05
PEG Ratio	N/A	0.59
5Y Dividends CAGR	3.10%	N/A
5Y EPS CAGR	N/A	29.00%
Debt to Equity	N/A	-64.16%

Net Assets

FPEI

$1.90B

Winner

JPEF

$2B

Expense Ratio

FPEI

0.85%

Winner

JPEF

0.44%

Max Drawdown

FPEI

27.77%

Winner

JPEF

18.10%

Sharpe Ratio

FPEI

1.14

Winner

JPEF

1.23

5Y Beta

Winner

FPEI

0.15

JPEF

0.94

P/E Ratio

FPEI

N/A

JPEF

28.03

Forward P/E

FPEI

N/A

JPEF

22.05

PEG Ratio

FPEI

N/A

JPEF

0.59

5Y Dividends CAGR

FPEI

3.10%

JPEF

N/A

5Y EPS CAGR

FPEI

N/A

JPEF

29.00%

Debt to Equity

FPEI

N/A

JPEF

-64.16%

FPEI vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	FPEI	JPEF
1 month	+1.06%	+0.25%
3 months	+1.98%	+10.49%
6 months	+2.11%	+8.27%
1 year	+8.10%	+19.42%
5 years(CAGR)	+4.25%	N/A
10 years(CAGR)	+5.02%	N/A
Max(CAGR)	+5.02%	+18.47%

Winner

FPEI

+1.06%

JPEF

+0.25%

FPEI

+1.98%

Winner

JPEF

+10.49%

FPEI

+2.11%

Winner

JPEF

+8.27%

FPEI

+8.10%

Winner

JPEF

+19.42%

5Y(CAGR)

FPEI

+4.25%

JPEF

N/A

10Y(CAGR)

FPEI

+5.02%

JPEF

N/A

Max(CAGR)

FPEI

+5.02%

Winner

JPEF

+18.47%

FPEI vs JPEF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FPEI	JPEF
2026	+1.75%	+7.54%
2025	+9.64%	+11.96%
2024	+11.19%	+28.45%
2023	+5.88%	+5.72%
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 JPEF Drawdown Comparison

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

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current FPEI drawdown is -0.03%. The current JPEF drawdown is -1.24%.

Rank	FPEI	JPEF
#1	-27.51% Feb 18, 2020 - Nov 6, 2020	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-16.45% Sep 22, 2021 - Mar 20, 2024	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-6.01% Jan 26, 2018 - Mar 29, 2019	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-4.26% Feb 28, 2025 - May 13, 2025	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-3.62% Feb 20, 2026 - Jun 1, 2026	-5.29% Mar 21, 2024 - May 15, 2024
#6	-1.98% Feb 18, 2021 - Apr 13, 2021	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	-1.92% Mar 26, 2024 - May 6, 2024	-4.60% May 14, 2026 - Jun 10, 2026
#8	-1.56% Dec 11, 2024 - Feb 5, 2025	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	-1.21% Sep 30, 2024 - Dec 6, 2024	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	-1.13% Nov 3, 2017 - Dec 29, 2017	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	-0.97% Aug 1, 2024 - Aug 13, 2024	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	-0.92% Oct 28, 2025 - Nov 28, 2025	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	-0.92% Jul 29, 2019 - Aug 22, 2019	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	-0.79% May 19, 2025 - May 29, 2025	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	-0.78% May 2, 2019 - Jun 6, 2019	-1.94% Dec 28, 2023 - Jan 10, 2024