FPFD vs BKSE

Comparison between FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF) and BNY MELLON US SMALL CAP CORE EQUITY ETF (BKSE, ETF).

5-Year PerformanceBKSE has outperformed FPFD, delivering a return of +7.1% compared to +1.7%

FPFD vs BKSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPFD(ETF)	BKSE(ETF)
Net Assets	$83M	$83M
Expense Ratio	0.59%	0.04%
Max Drawdown	24.87%	29.83%
Sharpe Ratio	0.66	1.50
5Y Beta	0.12	1.05
P/E Ratio	N/A	43.39
Forward P/E	N/A	15.50
5Y Dividends CAGR	N/A	13.27%
5Y EPS CAGR	N/A	9.38%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	2.29

Net Assets

Winner

FPFD

$83M

BKSE

$83M

Expense Ratio

FPFD

0.59%

Winner

BKSE

0.04%

Max Drawdown

Winner

FPFD

24.87%

BKSE

29.83%

Sharpe Ratio

FPFD

0.66

Winner

BKSE

1.50

5Y Beta

Winner

FPFD

0.12

BKSE

1.05

P/E Ratio

FPFD

N/A

BKSE

43.39

Forward P/E

FPFD

N/A

BKSE

15.50

5Y Dividends CAGR

FPFD

N/A

BKSE

13.27%

5Y EPS CAGR

FPFD

N/A

BKSE

9.38%

P/S Ratio

FPFD

N/A

BKSE

1.52

P/B Ratio

FPFD

N/A

BKSE

2.29

FPFD vs BKSE - Historical Returns

Returns include dividend reinvestment.

Period	FPFD	BKSE
1 month	-0.83%	+4.50%
3 months	+0.10%	+16.07%
6 months	+0.86%	+13.25%
1 year	+5.75%	+33.97%
5 years(CAGR)	+1.74%	+7.11%
Max(CAGR)	+1.74%	+16.68%

FPFD

-0.83%

Winner

BKSE

+4.50%

FPFD

+0.10%

Winner

BKSE

+16.07%

FPFD

+0.86%

Winner

BKSE

+13.25%

FPFD

+5.75%

Winner

BKSE

+33.97%

5Y(CAGR)

FPFD

+1.74%

Winner

BKSE

+7.11%

Max(CAGR)

FPFD

+1.74%

Winner

BKSE

+16.68%

FPFD vs BKSE - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FPFD	BKSE
2026	+0.27%	+14.75%
2025	+5.80%	+13.13%
2024	+8.70%	+10.39%
2023	+10.43%	+22.93%
2022	-17.09%	-19.13%
2021	+1.89%	+18.29%
2020	N/A	+55.56%

FPFD vs BKSE Drawdown Comparison

The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.

The maximum drawdown for BKSE was -29.09%, occurring on Sep 26, 2022. Recovery took 673 trading sessions.

The current FPFD drawdown is -1.20%.

Rank	FPFD	BKSE
#1	-20.83% Sep 17, 2021 - Sep 11, 2024	-29.09% Nov 8, 2021 - Jul 16, 2024
#2	-4.92% Oct 16, 2024 - Jul 1, 2025	-26.76% Nov 25, 2024 - Sep 11, 2025
#3	-2.75% Feb 20, 2026 - Mar 27, 2026	-11.49% Jun 8, 2020 - Aug 10, 2020
#4	-1.44% Oct 27, 2025 - Jan 9, 2026	-9.40% Feb 10, 2026 - Apr 16, 2026
#5	-1.06% Sep 19, 2025 - Oct 27, 2025	-9.14% Apr 29, 2020 - May 26, 2020
#6	-0.98% Sep 27, 2024 - Oct 16, 2024	-8.89% Jul 16, 2024 - Sep 19, 2024
#7	-0.73% Jul 10, 2025 - Jul 31, 2025	-8.80% Jun 8, 2021 - Nov 1, 2021
#8	-0.49% Aug 5, 2021 - Aug 30, 2021	-8.24% Sep 2, 2020 - Oct 7, 2020
#9	-0.37% Aug 22, 2025 - Sep 4, 2025	-7.61% Mar 15, 2021 - Apr 26, 2021
#10	-0.32% Jan 27, 2026 - Feb 10, 2026	-7.16% Oct 27, 2025 - Nov 28, 2025
#11	-0.32% Jan 16, 2026 - Jan 22, 2026	-6.10% Apr 28, 2021 - Jun 8, 2021
#12	-0.28% Jul 16, 2021 - Jul 30, 2021	-5.99% Oct 23, 2020 - Nov 5, 2020
#13	-0.18% Aug 5, 2025 - Aug 12, 2025	-5.55% Feb 24, 2021 - Mar 11, 2021
#14	-0.13% Sep 19, 2024 - Sep 27, 2024	-5.21% Apr 9, 2020 - Apr 28, 2020
#15	-0.12% Jul 8, 2021 - Jul 16, 2021	-4.58% Jan 20, 2021 - Feb 4, 2021