FTSM vs FPE

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceFTSM has outperformed FPE, delivering a return of +3.4% compared to +3.4%

FTSM vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	FPE(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.29%	0.83%
Max Drawdown	5.39%	34.80%
Sharpe Ratio	1.21	1.41
5Y Beta	-0.00	0.19
5Y Dividends CAGR	38.45%	1.84%

Net Assets

FTSM

$6.40B

FPE

$6.40B

Expense Ratio

Winner

FTSM

0.29%

FPE

0.83%

Max Drawdown

Winner

FTSM

5.39%

FPE

34.80%

Sharpe Ratio

FTSM

1.21

Winner

FPE

1.41

5Y Beta

Winner

FTSM

-0.00

FPE

0.19

5Y Dividends CAGR

Winner

FTSM

38.45%

FPE

1.84%

FTSM vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	FPE
1 month	+0.32%	+0.52%
3 months	+0.72%	-0.11%
6 months	+1.86%	+1.85%
1 year	+4.29%	+9.26%
5 years(CAGR)	+3.42%	+3.36%
10 years(CAGR)	+2.51%	+5.18%
Max(CAGR)	+2.21%	+4.87%

FTSM

+0.32%

Winner

FPE

+0.52%

Winner

FTSM

+0.72%

FPE

-0.11%

Winner

FTSM

+1.86%

FPE

+1.85%

FTSM

+4.29%

Winner

FPE

+9.26%

5Y(CAGR)

Winner

FTSM

+3.42%

FPE

+3.36%

10Y(CAGR)

FTSM

+2.51%

Winner

FPE

+5.18%

Max(CAGR)

FTSM

+2.21%

Winner

FPE

+4.87%

FTSM vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FTSM	FPE
2026	+1.20%	+0.86%
2025	+4.60%	+8.90%
2024	+5.20%	+11.29%
2023	+5.12%	+6.14%
2022	+1.04%	-12.77%
2021	-0.03%	+5.29%
2020	+1.12%	+5.70%
2019	+2.81%	+17.95%
2018	+1.92%	-4.83%
2017	+1.62%	+11.02%
2016	+1.18%	+6.13%
2015	+0.22%	+6.06%
2014	-0.11%	+11.53%
2013	N/A	-6.55%

FTSM vs FPE Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.

The current FPE drawdown is -0.67%.

Rank	FTSM	FPE
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-1.80% Aug 31, 2015 - May 10, 2017	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-13.32% May 9, 2013 - Jan 8, 2015
#4	-0.35% May 21, 2015 - Aug 31, 2015	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-1.31% Oct 18, 2024 - Dec 6, 2024

Correlation

Correlation between FTSM and FPE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

FTSM vs FPE dividend yield comparison.

Year	FTSM	FPE
2026	1.34%	1.80%
2025	4.28%	5.81%
2024	4.91%	5.68%
2023	4.62%	6.03%
2022	1.62%	5.67%
2021	0.39%	4.48%
2020	1.20%	4.88%
2019	2.38%	5.32%
2018	2.14%	6.14%
2017	1.49%	5.39%
2016	1.03%	5.97%
2015	0.48%	5.49%
2014	0.16%	6.00%
2013	0.00%	4.69%