FPFD vs IBAT
Comparison between FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF) and ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF).
FPFD vs IBAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FPFD
$81M
IBAT
$81M
Expense Ratio
FPFD
0.59%
Winner
IBAT
0.47%
Max Drawdown
Winner
FPFD
24.87%
IBAT
28.64%
Sharpe Ratio
FPFD
0.18
Winner
IBAT
1.83
5Y Beta
Winner
FPFD
0.12
IBAT
1.03
5Y Dividends CAGR
FPFD
109.61%
IBAT
N/A
FPFD vs IBAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FPFD
+0.14%
IBAT
-17.05%
3M
Winner
FPFD
-0.28%
IBAT
-1.58%
6M
FPFD
-0.05%
Winner
IBAT
+25.20%
1Y
FPFD
+4.37%
Winner
IBAT
+70.47%
5Y(CAGR)
FPFD
+1.56%
IBAT
N/A
Max(CAGR)
FPFD
+1.74%
Winner
IBAT
+22.04%
FPFD vs IBAT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FPFD | IBAT |
|---|---|---|
| 2026 | +0.41% | +35.71% |
| 2025 | +5.80% | +32.30% |
| 2024 | +8.70% | -13.18% |
| 2023 | +10.43% | N/A |
| 2022 | -17.09% | N/A |
| 2021 | +1.89% | N/A |
FPFD vs IBAT Drawdown Comparison
The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.
The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.
The current FPFD drawdown is -1.06%. The current IBAT drawdown is -17.05%.
| Rank | FPFD | IBAT |
|---|---|---|
| #1 | -20.83% Sep 17, 2021 - Sep 11, 2024 | -28.26% Sep 27, 2024 - Aug 22, 2025 |
| #2 | -4.92% Oct 16, 2024 - Jul 1, 2025 | -19.58% Jun 22, 2026 - Jul 20, 2026 |
| #3 | -2.75% Feb 20, 2026 - Mar 27, 2026 | -13.71% May 29, 2026 - Jun 22, 2026 |
| #4 | -1.44% Oct 27, 2025 - Jan 9, 2026 | -13.65% Mar 22, 2024 - Sep 26, 2024 |
| #5 | -1.06% Sep 19, 2025 - Oct 27, 2025 | -12.25% Oct 29, 2025 - Jan 22, 2026 |
| #6 | -0.98% Sep 27, 2024 - Oct 16, 2024 | -11.90% Feb 25, 2026 - Apr 9, 2026 |
| #7 | -0.73% Jul 10, 2025 - Jul 31, 2025 | -7.28% May 14, 2026 - May 26, 2026 |
| #8 | -0.49% Aug 5, 2021 - Aug 30, 2021 | -5.69% Oct 6, 2025 - Oct 13, 2025 |
| #9 | -0.37% Aug 22, 2025 - Sep 4, 2025 | -3.68% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -0.32% Jan 27, 2026 - Feb 10, 2026 | -3.06% Jan 28, 2026 - Feb 9, 2026 |
| #11 | -0.32% Jan 16, 2026 - Jan 22, 2026 | -2.94% Oct 20, 2025 - Oct 24, 2025 |
| #12 | -0.28% Jul 16, 2021 - Jul 30, 2021 | -2.47% May 11, 2026 - May 13, 2026 |
| #13 | -0.18% Aug 5, 2025 - Aug 12, 2025 | -2.28% May 6, 2026 - May 11, 2026 |
| #14 | -0.13% Sep 19, 2024 - Sep 27, 2024 | -2.25% Aug 28, 2025 - Sep 5, 2025 |
| #15 | -0.12% Jul 8, 2021 - Jul 16, 2021 | -1.95% May 26, 2026 - May 28, 2026 |
Correlation
Correlation between FPFD and IBAT is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2021 - 2026)
FPFD vs IBAT dividend yield comparison.
| Year | FPFD | IBAT |
|---|---|---|
| 2026 | 2.65% | 0.46% |
| 2025 | 5.04% | 1.15% |
| 2024 | 4.89% | 1.37% |
| 2023 | 5.09% | 0.00% |
| 2022 | 5.22% | 0.00% |
| 2021 | 1.59% | 0.00% |
Select Stocks to Compare
Popular: FPFD vs SPYIBAT vs SPY
More Comparisons
Compare with similar stocks