FPF vs TGRT

Comparison between First Trust Intermediate Duration Preferred & Income Fund (FPF, ETF) and T. ROWE PRICE GROWTH ETF (TGRT, ETF).

FPF vs TGRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPF(ETF)	TGRT(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.38%
Max Drawdown	54.58%	22.04%
Sharpe Ratio	0.30	0.73
5Y Beta	0.38	1.19
P/E Ratio	N/A	37.65
Forward P/E	N/A	27.37
5Y Dividends CAGR	1.22%	N/A
5Y EPS CAGR	N/A	35.99%
P/S Ratio	N/A	5.00
P/B Ratio	N/A	11.26

Net Assets

FPF

$1.20B

Winner

TGRT

$1.30B

Expense Ratio

FPF

N/A

TGRT

0.38%

Max Drawdown

FPF

54.58%

Winner

TGRT

22.04%

Sharpe Ratio

FPF

0.30

Winner

TGRT

0.73

5Y Beta

Winner

FPF

0.38

TGRT

1.19

P/E Ratio

FPF

N/A

TGRT

37.65

Forward P/E

FPF

N/A

TGRT

27.37

5Y Dividends CAGR

FPF

1.22%

TGRT

N/A

5Y EPS CAGR

FPF

N/A

TGRT

35.99%

P/S Ratio

FPF

N/A

TGRT

5.00

P/B Ratio

FPF

N/A

TGRT

11.26

FPF vs TGRT - Historical Returns

Returns include dividend reinvestment.

Period	FPF	TGRT
1 month	+0.15%	-4.01%
3 months	+3.69%	+10.35%
6 months	+0.41%	-0.79%
1 year	+5.98%	+14.77%
5 years(CAGR)	+1.66%	N/A
10 years(CAGR)	+5.45%	N/A
Max(CAGR)	+5.71%	+20.46%

Winner

FPF

+0.15%

TGRT

-4.01%

FPF

+3.69%

Winner

TGRT

+10.35%

Winner

FPF

+0.41%

TGRT

-0.79%

FPF

+5.98%

Winner

TGRT

+14.77%

5Y(CAGR)

FPF

+1.66%

TGRT

N/A

10Y(CAGR)

FPF

+5.45%

TGRT

N/A

Max(CAGR)

FPF

+5.71%

Winner

TGRT

+20.46%

FPF vs TGRT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPF	TGRT
2026	-0.38%	+0.57%
2025	+12.70%	+17.00%
2024	+20.13%	+35.17%
2023	+4.28%	+12.79%
2022	-26.31%	N/A
2021	+10.66%	N/A
2020	+9.46%	N/A
2019	+25.01%	N/A
2018	-10.63%	N/A
2017	+14.71%	N/A
2016	+17.92%	N/A
2015	+3.24%	N/A
2014	+16.02%	N/A
2013	-10.94%	N/A

FPF vs TGRT Drawdown Comparison

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

The maximum drawdown for TGRT was -22.04%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current FPF drawdown is -4.43%. The current TGRT drawdown is -6.71%.

Rank	FPF	TGRT
#1	-53.79% Feb 20, 2020 - Dec 17, 2020	-22.04% Jan 23, 2025 - Jun 25, 2025
#2	-37.06% Aug 31, 2021 - Jul 14, 2025	-17.89% Oct 29, 2025 - May 13, 2026
#3	-21.05% Dec 18, 2017 - May 16, 2019	-11.89% Jul 10, 2024 - Oct 9, 2024
#4	-18.08% Jun 3, 2013 - Nov 25, 2014	-8.26% Jul 18, 2023 - Nov 10, 2023
#5	-10.13% Feb 26, 2026 - Mar 30, 2026	-7.33% Jun 1, 2026 - Jun 10, 2026
#6	-10.05% Aug 10, 2016 - Jan 3, 2017	-6.69% Mar 22, 2024 - May 15, 2024
#7	-8.13% Feb 1, 2016 - Mar 16, 2016	-5.07% Dec 11, 2024 - Jan 23, 2025
#8	-6.35% May 1, 2015 - Nov 4, 2015	-3.34% Oct 8, 2025 - Oct 24, 2025
#9	-5.98% Mar 1, 2017 - Apr 7, 2017	-3.24% Oct 29, 2024 - Nov 6, 2024
#10	-5.87% Nov 5, 2015 - Jan 29, 2016	-3.02% Dec 28, 2023 - Jan 10, 2024
#11	-5.70% Dec 31, 2020 - Feb 9, 2021	-2.90% Nov 13, 2024 - Dec 3, 2024
#12	-5.49% Dec 2, 2014 - Dec 31, 2014	-2.45% Feb 9, 2024 - Feb 22, 2024
#13	-5.40% Sep 19, 2025 - Feb 13, 2026	-2.44% May 14, 2026 - May 28, 2026
#14	-4.78% Aug 4, 2017 - Oct 2, 2017	-2.32% Jul 28, 2025 - Aug 6, 2025
#15	-4.76% Feb 9, 2021 - Apr 1, 2021	-2.32% Jun 15, 2023 - Jun 30, 2023

Correlation

Correlation between FPF and TGRT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

FPF vs TGRT dividend yield comparison.

Year	FPF	TGRT
2026	3.84%	0.00%
2025	8.85%	0.08%
2024	9.17%	0.09%
2023	8.31%	0.06%
2022	8.62%	0.00%
2021	6.75%	0.00%
2020	6.55%	0.00%
2019	7.08%	0.00%
2018	8.79%	0.00%
2017	7.63%	0.00%
2016	9.31%	0.00%
2015	9.16%	0.00%
2014	8.19%	0.00%
2013	4.66%	0.00%