IYJ vs FPEI

Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceIYJ has outperformed FPEI, delivering a return of +8.9% compared to +4.0%

IYJ vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYJ(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.38%	0.85%
Max Drawdown	62.80%	27.77%
Sharpe Ratio	0.62	0.88
5Y Beta	0.92	0.15
P/E Ratio	32.57	N/A
Forward P/E	23.94	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	5.34%	2.60%
5Y EPS CAGR	12.51%	N/A
Debt to Equity	60.94%	N/A
P/S Ratio	3.28	N/A
P/B Ratio	6.22	N/A

Net Assets

IYJ

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

IYJ

0.38%

FPEI

0.85%

Max Drawdown

IYJ

62.80%

Winner

FPEI

27.77%

Sharpe Ratio

IYJ

0.62

Winner

FPEI

0.88

5Y Beta

IYJ

0.92

Winner

FPEI

0.15

P/E Ratio

IYJ

32.57

FPEI

N/A

Forward P/E

IYJ

23.94

FPEI

N/A

PEG Ratio

IYJ

0.68

FPEI

N/A

5Y Dividends CAGR

Winner

IYJ

5.34%

FPEI

2.60%

5Y EPS CAGR

IYJ

12.51%

FPEI

N/A

Debt to Equity

IYJ

60.94%

FPEI

N/A

P/S Ratio

IYJ

3.28

FPEI

N/A

P/B Ratio

IYJ

6.22

FPEI

N/A

IYJ vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	IYJ	FPEI
1 month	+1.43%	+0.13%
3 months	+3.65%	+1.14%
6 months	+5.93%	+1.49%
1 year	+13.88%	+7.27%
5 years(CAGR)	+8.86%	+4.05%
10 years(CAGR)	+12.32%	+4.99%
Max(CAGR)	+8.02%	+4.99%

Winner

IYJ

+1.43%

FPEI

+0.13%

Winner

IYJ

+3.65%

FPEI

+1.14%

Winner

IYJ

+5.93%

FPEI

+1.49%

Winner

IYJ

+13.88%

FPEI

+7.27%

5Y(CAGR)

Winner

IYJ

+8.86%

FPEI

+4.05%

10Y(CAGR)

Winner

IYJ

+12.32%

FPEI

+4.99%

Max(CAGR)

Winner

IYJ

+8.02%

FPEI

+4.99%

IYJ vs FPEI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYJ	FPEI
2026	+9.13%	+1.85%
2025	+12.53%	+9.64%
2024	+18.77%	+11.19%
2023	+19.58%	+5.88%
2022	-13.50%	-8.28%
2021	+19.46%	+4.74%
2020	+15.88%	+6.95%
2019	+31.97%	+16.30%
2018	-12.24%	-4.22%
2017	+23.04%	+2.22%
2016	+20.78%	N/A
2015	-1.81%	N/A
2014	+8.23%	N/A
2013	+36.67%	N/A
2012	+15.31%	N/A
2011	-2.11%	N/A
2010	+23.31%	N/A
2009	+21.43%	N/A
2008	-38.70%	N/A
2007	+12.74%	N/A
2006	+12.27%	N/A
2005	+5.23%	N/A
2004	+16.58%	N/A
2003	+28.35%	N/A
2002	-24.94%	N/A
2001	-4.82%	N/A
2000	-6.56%	N/A

IYJ vs FPEI Drawdown Comparison

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

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

The current IYJ drawdown is -2.51%. The current FPEI drawdown is -0.36%.

Rank	IYJ	FPEI
#1	-61.97% Oct 9, 2007 - Mar 15, 2012	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-49.53% Sep 1, 2000 - Feb 27, 2006	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-40.20% Feb 12, 2020 - Sep 2, 2020	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-26.24% Sep 2, 2021 - Dec 14, 2023	-4.26% Feb 28, 2025 - May 13, 2025
#5	-24.00% Sep 21, 2018 - Apr 18, 2019	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-19.67% Nov 29, 2024 - Jul 1, 2025	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-15.27% Mar 2, 2015 - Apr 19, 2016	-1.92% Mar 26, 2024 - May 6, 2024
#8	-13.21% May 9, 2006 - Dec 27, 2006	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-11.97% Mar 19, 2012 - Sep 13, 2012	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-11.39% Mar 2, 2026 - Jun 16, 2026	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-11.05% Jan 26, 2018 - Sep 14, 2018	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-10.45% Jun 9, 2014 - Nov 6, 2014	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-10.40% Jul 19, 2007 - Oct 9, 2007	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-8.24% Jul 20, 2000 - Aug 21, 2000	-0.79% May 19, 2025 - May 29, 2025
#15	-7.39% Oct 16, 2020 - Nov 6, 2020	-0.78% May 2, 2019 - Jun 6, 2019

Correlation

Correlation between IYJ and FPEI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2000 - 2026)

IYJ vs FPEI dividend yield comparison.

Year	IYJ	FPEI
2026	0.30%	2.85%
2025	0.83%	5.62%
2024	0.88%	5.55%
2023	1.05%	5.76%
2022	1.05%	5.20%
2021	0.76%	4.46%
2020	1.01%	4.90%
2019	1.32%	5.02%
2018	1.43%	5.81%
2017	1.29%	1.50%
2016	1.38%	0.00%
2015	1.53%	0.00%
2014	1.46%	0.00%
2013	1.14%	0.00%
2012	1.66%	0.00%
2011	1.55%	0.00%
2010	1.55%	0.00%
2009	1.72%	0.00%
2008	2.31%	0.00%
2007	1.20%	0.00%
2006	1.07%	0.00%
2005	1.10%	0.00%
2004	0.82%	0.00%
2003	0.80%	0.00%
2002	0.96%	0.00%
2001	0.59%	0.00%
2000	0.50%	0.00%