IAUM vs FPE

Comparison between iShares Gold Trust Micro (IAUM, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).

5-Year PerformanceIAUM has outperformed FPE, delivering a return of +17.0% compared to +2.9%

IAUM vs FPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAUM(ETF)	FPE(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.09%	0.83%
Max Drawdown	26.31%	34.80%
Sharpe Ratio	0.64	0.71
5Y Beta	0.23	0.19
5Y Dividends CAGR	N/A	2.26%

Net Assets

IAUM

$6.30B

FPE

$6.30B

Expense Ratio

Winner

IAUM

0.09%

FPE

0.83%

Max Drawdown

Winner

IAUM

26.31%

FPE

34.80%

Sharpe Ratio

IAUM

0.64

Winner

FPE

0.71

5Y Beta

IAUM

0.23

Winner

FPE

0.19

5Y Dividends CAGR

IAUM

N/A

FPE

2.26%

IAUM vs FPE - Historical Returns

Returns include dividend reinvestment.

Period	IAUM	FPE
1 month	-8.20%	+0.16%
3 months	-16.98%	+0.73%
6 months	-13.22%	+0.58%
1 year	+18.79%	+6.64%
5 years(CAGR)	+16.97%	+2.88%
10 years(CAGR)	N/A	+4.87%
Max(CAGR)	+17.43%	+4.82%

IAUM

-8.20%

Winner

FPE

+0.16%

IAUM

-16.98%

Winner

FPE

+0.73%

IAUM

-13.22%

Winner

FPE

+0.58%

Winner

IAUM

+18.79%

FPE

+6.64%

5Y(CAGR)

Winner

IAUM

+16.97%

FPE

+2.88%

10Y(CAGR)

IAUM

N/A

FPE

+4.87%

Max(CAGR)

Winner

IAUM

+17.43%

FPE

+4.82%

IAUM vs FPE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	IAUM	FPE
2026	-8.20%	+1.08%
2025	+62.10%	+8.90%
2024	+27.35%	+11.29%
2023	+12.14%	+6.14%
2022	+1.05%	-12.77%
2021	+3.87%	+5.29%
2020	N/A	+5.70%
2019	N/A	+17.95%
2018	N/A	-4.83%
2017	N/A	+11.02%
2016	N/A	+6.13%
2015	N/A	+6.06%
2014	N/A	+11.53%
2013	N/A	-6.55%

IAUM vs FPE Drawdown Comparison

The maximum drawdown for IAUM was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

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

The current IAUM drawdown is -26.31%. The current FPE drawdown is -0.46%.

Rank	IAUM	FPE
#1	-26.31% Jan 29, 2026 - Jul 16, 2026	-33.35% Feb 14, 2020 - Nov 9, 2020
#2	-20.87% Mar 8, 2022 - Dec 1, 2023	-19.65% Sep 22, 2021 - Aug 13, 2024
#3	-10.05% Oct 20, 2025 - Dec 22, 2025	-13.32% May 9, 2013 - Jan 8, 2015
#4	-8.09% Oct 30, 2024 - Jan 30, 2025	-5.95% Jan 8, 2018 - Feb 20, 2019
#5	-7.14% Apr 21, 2025 - Jun 13, 2025	-5.45% Jan 5, 2016 - Apr 8, 2016
#6	-5.74% May 20, 2024 - Jul 16, 2024	-4.66% Feb 28, 2025 - Jun 4, 2025
#7	-5.69% Jul 29, 2021 - Nov 9, 2021	-4.08% Feb 20, 2026 - Mar 27, 2026
#8	-5.25% Nov 12, 2021 - Feb 14, 2022	-3.47% Oct 26, 2016 - Feb 2, 2017
#9	-4.88% Mar 31, 2025 - Apr 10, 2025	-2.21% Dec 6, 2024 - Feb 18, 2025
#10	-4.85% Dec 26, 2025 - Jan 12, 2026	-2.00% Dec 1, 2015 - Dec 31, 2015
#11	-4.79% Jun 13, 2025 - Aug 29, 2025	-1.53% Feb 9, 2021 - Apr 1, 2021
#12	-4.40% Dec 1, 2023 - Dec 27, 2023	-1.43% Jul 31, 2015 - Oct 13, 2015
#13	-4.38% Jul 16, 2024 - Aug 12, 2024	-1.41% Oct 28, 2025 - Dec 24, 2025
#14	-4.23% Apr 16, 2024 - May 17, 2024	-1.39% Aug 3, 2017 - Sep 15, 2017
#15	-4.15% Dec 27, 2023 - Mar 1, 2024	-1.31% Oct 18, 2024 - Dec 6, 2024