PDO vs FPEI

Comparison between PIMCO Dynamic Income Opportunities Fund (PDO, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceFPEI has outperformed PDO, delivering a return of +4.0% compared to +2.4%

PDO vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDO(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.85%
Max Drawdown	53.93%	27.77%
Sharpe Ratio	0.00	0.46
5Y Beta	0.41	0.15
5Y Dividends CAGR	16.66%	4.86%

Net Assets

PDO

$1.90B

FPEI

$1.90B

Expense Ratio

PDO

N/A

FPEI

0.85%

Max Drawdown

PDO

53.93%

Winner

FPEI

27.77%

Sharpe Ratio

PDO

0.00

Winner

FPEI

0.46

5Y Beta

PDO

0.41

Winner

FPEI

0.15

5Y Dividends CAGR

Winner

PDO

16.66%

FPEI

4.86%

PDO vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	PDO	FPEI
1 month	-2.78%	-0.12%
3 months	+1.40%	+1.01%
6 months	-5.23%	+0.35%
1 year	+3.32%	+5.88%
5 years(CAGR)	+2.36%	+3.95%
10 years(CAGR)	N/A	+4.92%
Max(CAGR)	+3.79%	+4.92%

PDO

-2.78%

Winner

FPEI

-0.12%

Winner

PDO

+1.40%

FPEI

+1.01%

PDO

-5.23%

Winner

FPEI

+0.35%

PDO

+3.32%

Winner

FPEI

+5.88%

5Y(CAGR)

PDO

+2.36%

Winner

FPEI

+3.95%

10Y(CAGR)

PDO

N/A

FPEI

+4.92%

Max(CAGR)

PDO

+3.79%

Winner

FPEI

+4.92%

PDO vs FPEI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PDO	FPEI
2026	-1.89%	+1.78%
2025	+13.55%	+9.64%
2024	+22.94%	+11.19%
2023	+5.53%	+5.88%
2022	-24.14%	-8.28%
2021	+5.97%	+4.74%
2020	N/A	+6.95%
2019	N/A	+16.30%
2018	N/A	-4.22%
2017	N/A	+2.22%

PDO vs FPEI Drawdown Comparison

The maximum drawdown for PDO was -36.69%, occurring on Oct 26, 2023. Recovery took 1037 trading sessions.

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

The current PDO drawdown is -5.23%. The current FPEI drawdown is -0.43%.

Rank	PDO	FPEI
#1	-36.69% Jun 30, 2021 - Aug 18, 2025	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-11.18% Feb 18, 2026 - Mar 27, 2026	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-4.40% Feb 19, 2021 - Apr 14, 2021	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-3.77% Oct 9, 2025 - Dec 1, 2025	-4.26% Feb 28, 2025 - May 13, 2025
#5	-3.47% Jun 11, 2021 - Jun 30, 2021	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-3.20% May 7, 2021 - May 27, 2021	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-2.50% Apr 14, 2021 - Apr 30, 2021	-1.92% Mar 26, 2024 - May 6, 2024
#8	-1.23% Dec 10, 2025 - Jan 7, 2026	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-0.71% Sep 15, 2025 - Sep 26, 2025	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-0.71% Jan 21, 2026 - Feb 6, 2026	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-0.60% Jun 7, 2021 - Jun 11, 2021	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-0.59% Feb 4, 2021 - Feb 12, 2021	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-0.53% May 4, 2021 - May 7, 2021	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-0.50% Dec 1, 2025 - Dec 9, 2025	-0.88% Jul 6, 2026 - Jul 29, 2026
#15	-0.47% Jun 2, 2021 - Jun 7, 2021	-0.79% May 19, 2025 - May 29, 2025