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