IYG vs FPEI

Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceIYG has outperformed FPEI, delivering a return of +9.7% compared to +4.2%

IYG vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYG(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.38%	0.85%
Max Drawdown	82.89%	27.77%
Sharpe Ratio	0.63	1.08
5Y Beta	0.89	0.15
P/E Ratio	17.86	N/A
Forward P/E	16.35	N/A
PEG Ratio	0.76	N/A
5Y Dividends CAGR	5.68%	3.10%
5Y EPS CAGR	10.35%	N/A
Debt to Equity	78.04%	N/A
P/S Ratio	4.27	N/A
P/B Ratio	2.35	N/A

Net Assets

IYG

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

IYG

0.38%

FPEI

0.85%

Max Drawdown

IYG

82.89%

Winner

FPEI

27.77%

Sharpe Ratio

IYG

0.63

Winner

FPEI

1.08

5Y Beta

IYG

0.89

Winner

FPEI

0.15

P/E Ratio

IYG

17.86

FPEI

N/A

Forward P/E

IYG

16.35

FPEI

N/A

PEG Ratio

IYG

0.76

FPEI

N/A

5Y Dividends CAGR

Winner

IYG

5.68%

FPEI

3.10%

5Y EPS CAGR

IYG

10.35%

FPEI

N/A

Debt to Equity

IYG

78.04%

FPEI

N/A

P/S Ratio

IYG

4.27

FPEI

N/A

P/B Ratio

IYG

2.35

FPEI

N/A

IYG vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	IYG	FPEI
1 month	+3.92%	+0.89%
3 months	+10.21%	+3.08%
6 months	-2.97%	+1.93%
1 year	+9.42%	+7.87%
5 years(CAGR)	+9.73%	+4.19%
10 years(CAGR)	+15.00%	+5.01%
Max(CAGR)	+6.50%	+5.01%

Winner

IYG

+3.92%

FPEI

+0.89%

Winner

IYG

+10.21%

FPEI

+3.08%

IYG

-2.97%

Winner

FPEI

+1.93%

Winner

IYG

+9.42%

FPEI

+7.87%

5Y(CAGR)

Winner

IYG

+9.73%

FPEI

+4.19%

10Y(CAGR)

Winner

IYG

+15.00%

FPEI

+5.01%

Max(CAGR)

Winner

IYG

+6.50%

FPEI

+5.01%

IYG vs FPEI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYG	FPEI
2026	-1.72%	+1.77%
2025	+20.13%	+9.64%
2024	+31.89%	+11.19%
2023	+15.79%	+5.88%
2022	-18.13%	-8.28%
2021	+31.77%	+4.74%
2020	-0.12%	+6.95%
2019	+35.87%	+16.30%
2018	-12.80%	-4.22%
2017	+23.00%	+2.22%
2016	+22.73%	N/A
2015	-0.58%	N/A
2014	+11.36%	N/A
2013	+38.64%	N/A
2012	+28.84%	N/A
2011	-22.19%	N/A
2010	+5.43%	N/A
2009	+14.50%	N/A
2008	-51.24%	N/A
2007	-22.14%	N/A
2006	+17.48%	N/A
2005	+4.15%	N/A
2004	+12.79%	N/A
2003	+29.90%	N/A
2002	-11.95%	N/A
2001	-2.76%	N/A
2000	+22.75%	N/A

IYG vs FPEI Drawdown Comparison

The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.

The maximum drawdown for FPEI was -27.51%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current IYG drawdown is -4.51%.

Rank	IYG	FPEI
#1	-81.83% Feb 20, 2007 - Sep 19, 2017	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-44.32% Feb 19, 2020 - Jan 6, 2021	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-34.95% Jan 30, 2001 - Oct 13, 2003	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-29.60% Jan 12, 2022 - Mar 20, 2024	-4.26% Feb 28, 2025 - May 13, 2025
#5	-24.55% Jan 26, 2018 - Jul 23, 2019	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-18.53% Feb 18, 2025 - Jun 26, 2025	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-15.90% Jan 6, 2026 - Mar 27, 2026	-1.92% Mar 26, 2024 - May 6, 2024
#8	-14.55% Sep 12, 2000 - Dec 28, 2000	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-11.56% Mar 5, 2004 - Nov 4, 2004	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-9.60% Jul 26, 2019 - Oct 25, 2019	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-9.25% Dec 31, 2004 - Nov 10, 2005	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-8.91% Oct 25, 2021 - Jan 12, 2022	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-8.50% Jan 12, 2021 - Feb 12, 2021	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-8.25% May 5, 2006 - Sep 15, 2006	-0.79% May 19, 2025 - May 29, 2025
#15	-8.01% Jul 17, 2024 - Aug 23, 2024	-0.78% May 2, 2019 - Jun 6, 2019

Correlation

Correlation between IYG and FPEI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

IYG vs FPEI dividend yield comparison.

Year	IYG	FPEI
2026	0.55%	2.37%
2025	1.00%	5.62%
2024	1.16%	5.55%
2023	1.77%	5.76%
2022	2.07%	5.20%
2021	1.25%	4.46%
2020	1.71%	4.90%
2019	1.59%	5.02%
2018	1.81%	5.81%
2017	1.24%	1.50%
2016	1.28%	0.00%
2015	1.33%	0.00%
2014	1.14%	0.00%
2013	1.04%	0.00%
2012	1.40%	0.00%
2011	1.19%	0.00%
2010	0.46%	0.00%
2009	1.14%	0.00%
2008	5.34%	0.00%
2007	2.72%	0.00%
2006	1.88%	0.00%
2005	2.05%	0.00%
2004	1.92%	0.00%
2003	1.67%	0.00%
2002	1.87%	0.00%
2001	1.24%	0.00%
2000	1.07%	0.00%