FPF vs VCEB

Comparison between First Trust Intermediate Duration Preferred & Income Fund (FPF, ETF) and VANGUARD ESG U.S. CORPORATE BOND ETF ETF SHARES (VCEB, ETF).

5-Year PerformanceFPF has outperformed VCEB, delivering a return of +2.5% compared to +0.6%

FPF vs VCEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPF(ETF)	VCEB(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	N/A	0.12%
Max Drawdown	54.58%	24.44%
Sharpe Ratio	1.18	0.51
5Y Beta	0.39	0.10
5Y Dividends CAGR	2.76%	39.57%

Net Assets

FPF

$1.20B

VCEB

$1.20B

Expense Ratio

FPF

N/A

VCEB

0.12%

Max Drawdown

FPF

54.58%

Winner

VCEB

24.44%

Sharpe Ratio

Winner

FPF

1.18

VCEB

0.51

5Y Beta

FPF

0.39

Winner

VCEB

0.10

5Y Dividends CAGR

FPF

2.76%

Winner

VCEB

39.57%

FPF vs VCEB - Historical Returns

Returns include dividend reinvestment.

Period	FPF	VCEB
1 month	+2.64%	+0.11%
3 months	-0.12%	-0.19%
6 months	+2.27%	+0.80%
1 year	+13.43%	+6.07%
5 years(CAGR)	+2.52%	+0.61%
10 years(CAGR)	+6.00%	N/A
Max(CAGR)	+5.93%	+0.35%

Winner

FPF

+2.64%

VCEB

+0.11%

Winner

FPF

-0.12%

VCEB

-0.19%

Winner

FPF

+2.27%

VCEB

+0.80%

Winner

FPF

+13.43%

VCEB

+6.07%

5Y(CAGR)

Winner

FPF

+2.52%

VCEB

+0.61%

10Y(CAGR)

FPF

+6.00%

VCEB

N/A

Max(CAGR)

Winner

FPF

+5.93%

VCEB

+0.35%

FPF vs VCEB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPF	VCEB
2026	+1.58%	+0.45%
2025	+12.70%	+7.51%
2024	+20.13%	+2.80%
2023	+4.28%	+8.06%
2022	-26.31%	-14.42%
2021	+10.66%	-1.47%
2020	+9.46%	+2.46%
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 VCEB Drawdown Comparison

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

The maximum drawdown for VCEB was -21.60%, occurring on Oct 20, 2022. Recovery took 1284 trading sessions.

The current FPF drawdown is -2.55%. The current VCEB drawdown is -0.99%.

Rank	FPF	VCEB
#1	-53.79% Feb 20, 2020 - Dec 17, 2020	-21.60% Dec 31, 2020 - Feb 12, 2026
#2	-37.06% Aug 31, 2021 - Jul 14, 2025	-2.82% Feb 26, 2026 - Mar 27, 2026
#3	-21.05% Dec 18, 2017 - May 16, 2019	-1.08% Nov 30, 2020 - Dec 30, 2020
#4	-18.08% Jun 3, 2013 - Nov 25, 2014	-1.06% Nov 5, 2020 - Nov 18, 2020
#5	-10.13% Feb 26, 2026 - Mar 30, 2026	-1.01% Oct 14, 2020 - Nov 4, 2020
#6	-10.05% Aug 10, 2016 - Jan 3, 2017	-0.41% Oct 1, 2020 - Oct 12, 2020
#7	-8.13% Feb 1, 2016 - Mar 16, 2016	-0.19% Nov 19, 2020 - Nov 27, 2020
#8	-6.35% May 1, 2015 - Nov 4, 2015	-0.12% Feb 20, 2026 - Feb 26, 2026
#9	-5.98% Mar 1, 2017 - Apr 7, 2017	-0.11% Sep 24, 2020 - Sep 28, 2020
#10	-5.87% Nov 5, 2015 - Jan 29, 2016	-0.07% Feb 13, 2026 - Feb 19, 2026
#11	-5.70% Dec 31, 2020 - Feb 9, 2021	-0.05% Sep 28, 2020 - Oct 1, 2020
#12	-5.49% Dec 2, 2014 - Dec 31, 2014	N/A
#13	-5.40% Sep 19, 2025 - Feb 13, 2026	N/A
#14	-4.78% Aug 4, 2017 - Oct 2, 2017	N/A
#15	-4.76% Feb 9, 2021 - Apr 1, 2021	N/A

Correlation

Correlation between FPF and VCEB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2013 - 2026)

FPF vs VCEB dividend yield comparison.

Year	FPF	VCEB
2026	2.99%	1.54%
2025	8.85%	4.57%
2024	9.17%	4.47%
2023	8.31%	3.70%
2022	8.62%	2.84%
2021	6.75%	1.69%
2020	6.55%	0.43%
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%