FPF vs EXI

Comparison between First Trust Intermediate Duration Preferred & Income Fund (FPF, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed FPF, delivering a return of +11.6% compared to +2.5%

FPF vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPF(ETF)	EXI(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	0.39%
Max Drawdown	54.58%	63.88%
Sharpe Ratio	1.18	1.59
5Y Beta	0.39	0.87
5Y Dividends CAGR	2.76%	11.06%

Net Assets

FPF

$1.20B

EXI

$1.20B

Expense Ratio

FPF

N/A

EXI

0.39%

Max Drawdown

Winner

FPF

54.58%

EXI

63.88%

Sharpe Ratio

FPF

1.18

Winner

EXI

1.59

5Y Beta

Winner

FPF

0.39

EXI

0.87

5Y Dividends CAGR

FPF

2.76%

Winner

EXI

11.06%

FPF vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	FPF	EXI
1 month	+2.64%	+2.18%
3 months	-0.12%	+0.15%
6 months	+2.27%	+14.84%
1 year	+13.43%	+30.58%
5 years(CAGR)	+2.52%	+11.58%
10 years(CAGR)	+6.00%	+12.78%
Max(CAGR)	+5.93%	+8.97%

Winner

FPF

+2.64%

EXI

+2.18%

FPF

-0.12%

Winner

EXI

+0.15%

FPF

+2.27%

Winner

EXI

+14.84%

FPF

+13.43%

Winner

EXI

+30.58%

5Y(CAGR)

FPF

+2.52%

Winner

EXI

+11.58%

10Y(CAGR)

FPF

+6.00%

Winner

EXI

+12.78%

Max(CAGR)

FPF

+5.93%

Winner

EXI

+8.97%

FPF vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FPF	EXI
2026	+1.58%	+10.95%
2025	+12.70%	+26.22%
2024	+20.13%	+13.67%
2023	+4.28%	+21.52%
2022	-26.31%	-11.93%
2021	+10.66%	+18.66%
2020	+9.46%	+9.57%
2019	+25.01%	+27.12%
2018	-10.63%	-14.89%
2017	+14.71%	+24.33%
2016	+17.92%	+15.35%
2015	+3.24%	-2.23%
2014	+16.02%	+2.34%
2013	-10.94%	+29.01%
2012	N/A	+13.62%
2011	N/A	-9.52%
2010	N/A	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

FPF vs EXI Drawdown Comparison

The maximum drawdown for FPF was -53.79%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current FPF drawdown is -2.55%. The current EXI drawdown is -1.76%.

Rank	FPF	EXI
#1	-53.79% Feb 20, 2020 - Dec 17, 2020	-62.59% Oct 11, 2007 - May 6, 2013
#2	-37.06% Aug 31, 2021 - Jul 14, 2025	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-21.05% Dec 18, 2017 - May 16, 2019	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-18.08% Jun 3, 2013 - Nov 25, 2014	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-10.13% Feb 26, 2026 - Mar 30, 2026	-16.53% May 21, 2015 - Jul 20, 2016
#6	-10.05% Aug 10, 2016 - Jan 3, 2017	-14.38% Dec 4, 2024 - May 2, 2025
#7	-8.13% Feb 1, 2016 - Mar 16, 2016	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-6.35% May 1, 2015 - Nov 4, 2015	-12.35% Feb 27, 2026 - May 6, 2026
#9	-5.98% Mar 1, 2017 - Apr 7, 2017	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-5.87% Nov 5, 2015 - Jan 29, 2016	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-5.70% Dec 31, 2020 - Feb 9, 2021	-7.56% May 21, 2013 - Jul 19, 2013
#12	-5.49% Dec 2, 2014 - Dec 31, 2014	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-5.40% Sep 19, 2025 - Feb 13, 2026	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-4.78% Aug 4, 2017 - Oct 2, 2017	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-4.76% Feb 9, 2021 - Apr 1, 2021	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

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

0.88

-101

Dividend Comparison (2006 - 2026)

FPF vs EXI dividend yield comparison.

Year	FPF	EXI
2026	2.99%	0.00%
2025	8.85%	1.32%
2024	9.17%	1.47%
2023	8.31%	1.84%
2022	8.62%	1.63%
2021	6.75%	1.42%
2020	6.55%	1.26%
2019	7.08%	1.72%
2018	8.79%	2.21%
2017	7.63%	1.48%
2016	9.31%	1.75%
2015	9.16%	1.95%
2014	8.19%	1.93%
2013	4.66%	1.51%
2012	0.00%	2.29%
2011	0.00%	2.37%
2010	0.00%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%