FPFD vs LODI
Comparison between FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
FPFD vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FPFD
$83M
LODI
$83M
Expense Ratio
FPFD
0.59%
Winner
LODI
0.15%
Max Drawdown
FPFD
24.87%
Winner
LODI
1.44%
Sharpe Ratio
FPFD
0.66
Winner
LODI
0.81
5Y Beta
FPFD
0.12
Winner
LODI
0.00
FPFD vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
FPFD
-0.83%
Winner
LODI
+0.42%
3M
FPFD
+0.10%
Winner
LODI
+1.04%
6M
FPFD
+0.86%
Winner
LODI
+2.30%
1Y
Winner
FPFD
+5.75%
LODI
+5.66%
5Y(CAGR)
FPFD
+1.74%
LODI
N/A
Max(CAGR)
FPFD
+1.74%
Winner
LODI
+5.41%
FPFD vs LODI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FPFD | LODI |
|---|---|---|
| 2026 | +0.27% | +1.91% |
| 2025 | +5.80% | +6.22% |
| 2024 | +8.70% | +0.26% |
| 2023 | +10.43% | N/A |
| 2022 | -17.09% | N/A |
| 2021 | +1.89% | N/A |
FPFD vs LODI Drawdown Comparison
The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The current FPFD drawdown is -1.20%.
| Rank | FPFD | LODI |
|---|---|---|
| #1 | -20.83% Sep 17, 2021 - Sep 11, 2024 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -4.92% Oct 16, 2024 - Jul 1, 2025 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -2.75% Feb 20, 2026 - Mar 27, 2026 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -1.44% Oct 27, 2025 - Jan 9, 2026 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -1.06% Sep 19, 2025 - Oct 27, 2025 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -0.98% Sep 27, 2024 - Oct 16, 2024 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -0.73% Jul 10, 2025 - Jul 31, 2025 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -0.49% Aug 5, 2021 - Aug 30, 2021 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -0.37% Aug 22, 2025 - Sep 4, 2025 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -0.32% Jan 27, 2026 - Feb 10, 2026 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -0.32% Jan 16, 2026 - Jan 22, 2026 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -0.28% Jul 16, 2021 - Jul 30, 2021 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -0.18% Aug 5, 2025 - Aug 12, 2025 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -0.13% Sep 19, 2024 - Sep 27, 2024 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -0.12% Jul 8, 2021 - Jul 16, 2021 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between FPFD and LODI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
FPFD vs LODI dividend yield comparison.
| Year | FPFD | LODI |
|---|---|---|
| 2026 | 2.06% | 2.02% |
| 2025 | 5.04% | 5.11% |
| 2024 | 4.89% | 0.38% |
| 2023 | 5.09% | 0.00% |
| 2022 | 5.22% | 0.00% |
| 2021 | 1.59% | 0.00% |
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