FPFD vs IBIK
Comparison between FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF) and ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF).
FPFD vs IBIK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPFD
$83M
Winner
IBIK
$83M
Expense Ratio
FPFD
0.59%
Winner
IBIK
0.10%
Max Drawdown
FPFD
24.87%
Winner
IBIK
7.42%
Sharpe Ratio
Winner
FPFD
0.66
IBIK
0.48
5Y Beta
FPFD
0.12
Winner
IBIK
0.04
FPFD vs IBIK - Historical Returns
Returns include dividend reinvestment.
1M
FPFD
-0.83%
Winner
IBIK
-0.69%
3M
Winner
FPFD
+0.10%
IBIK
-0.14%
6M
FPFD
+0.86%
Winner
IBIK
+1.22%
1Y
Winner
FPFD
+5.75%
IBIK
+5.36%
5Y(CAGR)
FPFD
+1.74%
IBIK
N/A
Max(CAGR)
FPFD
+1.74%
Winner
IBIK
+5.48%
FPFD vs IBIK - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FPFD | IBIK |
|---|---|---|
| 2026 | +0.27% | +1.18% |
| 2025 | +5.80% | +8.60% |
| 2024 | +8.70% | +1.44% |
| 2023 | +10.43% | N/A |
| 2022 | -17.09% | N/A |
| 2021 | +1.89% | N/A |
FPFD vs IBIK Drawdown Comparison
The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The current FPFD drawdown is -1.20%. The current IBIK drawdown is -1.00%.
| Rank | FPFD | IBIK |
|---|---|---|
| #1 | -20.83% Sep 17, 2021 - Sep 11, 2024 | -5.58% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -4.92% Oct 16, 2024 - Jul 1, 2025 | -3.65% Apr 3, 2025 - Jun 30, 2025 |
| #3 | -2.75% Feb 20, 2026 - Mar 27, 2026 | -2.50% Feb 27, 2026 - May 8, 2026 |
| #4 | -1.44% Oct 27, 2025 - Jan 9, 2026 | -1.49% May 8, 2026 - May 19, 2026 |
| #5 | -1.06% Sep 19, 2025 - Oct 27, 2025 | -1.37% Oct 22, 2025 - Feb 10, 2026 |
| #6 | -0.98% Sep 27, 2024 - Oct 16, 2024 | -1.27% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -0.73% Jul 10, 2025 - Jul 31, 2025 | -1.18% Jul 17, 2024 - Jul 31, 2024 |
| #8 | -0.49% Aug 5, 2021 - Aug 30, 2021 | -1.17% Jun 5, 2024 - Jun 18, 2024 |
| #9 | -0.37% Aug 22, 2025 - Sep 4, 2025 | -1.12% Jun 18, 2024 - Jul 5, 2024 |
| #10 | -0.32% Jan 27, 2026 - Feb 10, 2026 | -1.11% Sep 16, 2025 - Oct 21, 2025 |
| #11 | -0.32% Jan 16, 2026 - Jan 22, 2026 | -0.88% May 24, 2024 - May 31, 2024 |
| #12 | -0.28% Jul 16, 2021 - Jul 30, 2021 | -0.74% Aug 26, 2024 - Sep 6, 2024 |
| #13 | -0.18% Aug 5, 2025 - Aug 12, 2025 | -0.73% Jun 30, 2025 - Jul 21, 2025 |
| #14 | -0.13% Sep 19, 2024 - Sep 27, 2024 | -0.69% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -0.12% Jul 8, 2021 - Jul 16, 2021 | -0.53% Jul 22, 2025 - Jul 29, 2025 |
Correlation
Correlation between FPFD and IBIK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
FPFD vs IBIK dividend yield comparison.
| Year | FPFD | IBIK |
|---|---|---|
| 2026 | 2.06% | 0.36% |
| 2025 | 5.04% | 4.43% |
| 2024 | 4.89% | 2.67% |
| 2023 | 5.09% | 0.00% |
| 2022 | 5.22% | 0.00% |
| 2021 | 1.59% | 0.00% |
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