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FPEI vs VIOV

Comparison between FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).

5-Year PerformanceVIOV has outperformed FPEI, delivering a return of +8.0% compared to +4.0%

FPEI vs VIOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPEI
$1.90B
Winner
VIOV
$2B
Expense Ratio
FPEI
0.85%
Winner
VIOV
0.10%
Max Drawdown
Winner
FPEI
27.77%
VIOV
48.88%
Sharpe Ratio
FPEI
0.88
Winner
VIOV
1.37
5Y Beta
Winner
FPEI
0.15
VIOV
0.99
P/E Ratio
FPEI
N/A
VIOV
97.13
Forward P/E
FPEI
N/A
VIOV
13.60
5Y Dividends CAGR
FPEI
2.60%
Winner
VIOV
11.76%
5Y EPS CAGR
FPEI
N/A
VIOV
4.82%
Debt to Equity
FPEI
N/A
VIOV
48.14%
P/S Ratio
FPEI
N/A
VIOV
0.89
P/B Ratio
FPEI
N/A
VIOV
1.62

FPEI vs VIOV - Historical Returns

Returns include dividend reinvestment.

1M
FPEI
+0.13%
Winner
VIOV
+0.84%
3M
FPEI
+1.14%
Winner
VIOV
+9.13%
6M
FPEI
+1.49%
Winner
VIOV
+12.98%
1Y
FPEI
+7.27%
Winner
VIOV
+32.80%
5Y(CAGR)
FPEI
+4.05%
Winner
VIOV
+7.95%
10Y(CAGR)
FPEI
+4.99%
Winner
VIOV
+10.15%
Max(CAGR)
FPEI
+4.99%
Winner
VIOV
+11.95%

FPEI vs VIOV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearFPEIVIOV
2026+1.85%+18.98%
2025+9.64%+7.23%
2024+11.19%+7.72%
2023+5.88%+15.11%
2022-8.28%-12.67%
2021+4.74%+32.30%
2020+6.95%+2.90%
2019+16.30%+23.35%
2018-4.22%-13.65%
2017+2.22%+10.58%
2016N/A+33.52%
2015N/A-5.30%
2014N/A+8.67%
2013N/A+36.44%
2012N/A+15.46%
2011N/A-3.29%
2010N/A+24.60%

FPEI vs VIOV Drawdown Comparison

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

The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.

The current FPEI drawdown is -0.36%. The current VIOV drawdown is -0.90%.

RankFPEIVIOV
#1-27.51%
Feb 18, 2020 - Nov 6, 2020
-47.36%
Aug 22, 2018 - Jan 6, 2021
#2-16.45%
Sep 22, 2021 - Mar 20, 2024
-28.44%
Nov 25, 2024 - Dec 10, 2025
#3-6.01%
Jan 26, 2018 - Mar 29, 2019
-25.80%
Jul 7, 2011 - Feb 1, 2012
#4-4.26%
Feb 28, 2025 - May 13, 2025
-24.20%
Nov 5, 2021 - Jul 16, 2024
#5-3.62%
Feb 20, 2026 - Jun 1, 2026
-20.52%
Jun 23, 2015 - Jul 11, 2016
#6-1.98%
Feb 18, 2021 - Apr 13, 2021
-13.85%
Mar 27, 2012 - Sep 7, 2012
#7-1.92%
Mar 26, 2024 - May 6, 2024
-12.69%
Jun 8, 2021 - Nov 5, 2021
#8-1.56%
Dec 11, 2024 - Feb 5, 2025
-11.15%
Jul 3, 2014 - Dec 22, 2014
#9-1.21%
Sep 30, 2024 - Dec 6, 2024
-10.18%
Mar 12, 2021 - Jun 1, 2021
#10-1.13%
Nov 3, 2017 - Dec 29, 2017
-9.67%
Apr 7, 2011 - Jul 7, 2011
#11-0.97%
Aug 1, 2024 - Aug 13, 2024
-9.57%
Sep 14, 2012 - Jan 2, 2013
#12-0.92%
Oct 28, 2025 - Nov 28, 2025
-9.33%
Feb 6, 2026 - Apr 17, 2026
#13-0.92%
Jul 29, 2019 - Aug 22, 2019
-9.10%
Jul 31, 2024 - Sep 19, 2024
#14-0.79%
May 19, 2025 - May 29, 2025
-8.69%
Jan 22, 2018 - May 11, 2018
#15-0.78%
May 2, 2019 - Jun 6, 2019
-7.15%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between FPEI and VIOV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2010 - 2026)

FPEI vs VIOV dividend yield comparison.

YearFPEIVIOV
20262.85%0.77%
20255.62%1.69%
20245.55%1.78%
20235.76%2.18%
20225.20%1.81%
20214.46%1.59%
20204.90%1.42%
20195.02%1.60%
20185.81%1.76%
20171.50%1.43%
20160.00%1.17%
20150.00%1.32%
20140.00%1.27%
20130.00%0.91%
20120.00%1.31%
20110.00%1.09%
20100.00%1.20%

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