SMBS vs FPE
Comparison between SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF) and FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE, ETF).
SMBS vs FPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMBS
$6.30B
Winner
FPE
$6.40B
Expense Ratio
Winner
SMBS
0.03%
FPE
0.83%
Max Drawdown
Winner
SMBS
3.68%
FPE
34.80%
Sharpe Ratio
SMBS
0.69
Winner
FPE
1.41
5Y Beta
Winner
SMBS
0.03
FPE
0.19
5Y Dividends CAGR
SMBS
N/A
FPE
1.84%
SMBS vs FPE - Historical Returns
Returns include dividend reinvestment.
1M
SMBS
-0.66%
Winner
FPE
+0.52%
3M
SMBS
-1.16%
Winner
FPE
-0.11%
6M
SMBS
+1.22%
Winner
FPE
+1.85%
1Y
SMBS
+6.49%
Winner
FPE
+9.26%
5Y(CAGR)
SMBS
N/A
FPE
+3.36%
10Y(CAGR)
SMBS
N/A
FPE
+5.18%
Max(CAGR)
Winner
SMBS
+5.72%
FPE
+4.87%
SMBS vs FPE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SMBS | FPE |
|---|---|---|
| 2026 | +0.56% | +0.86% |
| 2025 | +8.23% | +8.90% |
| 2024 | -0.07% | +11.29% |
| 2023 | N/A | +6.14% |
| 2022 | N/A | -12.77% |
| 2021 | N/A | +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% |
SMBS vs FPE Drawdown Comparison
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for FPE was -33.35%, occurring on Mar 18, 2020. Recovery took 186 trading sessions.
The current SMBS drawdown is -1.57%. The current FPE drawdown is -0.67%.
| Rank | SMBS | FPE |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -33.35% Feb 14, 2020 - Nov 9, 2020 |
| #2 | -2.83% Apr 4, 2025 - Jun 26, 2025 | -19.65% Sep 22, 2021 - Aug 13, 2024 |
| #3 | -2.53% Feb 27, 2026 - Mar 26, 2026 | -13.32% May 9, 2013 - Jan 8, 2015 |
| #4 | -1.11% Jun 26, 2025 - Aug 1, 2025 | -5.95% Jan 8, 2018 - Feb 20, 2019 |
| #5 | -0.90% Oct 28, 2025 - Nov 25, 2025 | -5.45% Jan 5, 2016 - Apr 8, 2016 |
| #6 | -0.89% Mar 3, 2025 - Apr 1, 2025 | -4.66% Feb 28, 2025 - Jun 4, 2025 |
| #7 | -0.85% Sep 16, 2025 - Oct 14, 2025 | -4.08% Feb 20, 2026 - Mar 27, 2026 |
| #8 | -0.78% Nov 26, 2025 - Dec 18, 2025 | -3.47% Oct 26, 2016 - Feb 2, 2017 |
| #9 | -0.58% Jan 14, 2026 - Feb 6, 2026 | -2.21% Dec 6, 2024 - Feb 18, 2025 |
| #10 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -2.00% Dec 1, 2015 - Dec 31, 2015 |
| #11 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -1.53% Feb 9, 2021 - Apr 1, 2021 |
| #12 | -0.39% Dec 29, 2025 - Jan 7, 2026 | -1.43% Jul 31, 2015 - Oct 13, 2015 |
| #13 | -0.38% Nov 25, 2024 - Nov 29, 2024 | -1.41% Oct 28, 2025 - Dec 24, 2025 |
| #14 | -0.36% Apr 1, 2025 - Apr 3, 2025 | -1.39% Aug 3, 2017 - Sep 15, 2017 |
| #15 | -0.31% Oct 21, 2025 - Oct 28, 2025 | -1.31% Oct 18, 2024 - Dec 6, 2024 |
Correlation
Correlation between SMBS and FPE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
SMBS vs FPE dividend yield comparison.
| Year | SMBS | FPE |
|---|---|---|
| 2026 | 1.70% | 1.80% |
| 2025 | 4.83% | 5.81% |
| 2024 | 0.50% | 5.68% |
| 2023 | 0.00% | 6.03% |
| 2022 | 0.00% | 5.67% |
| 2021 | 0.00% | 4.48% |
| 2020 | 0.00% | 4.88% |
| 2019 | 0.00% | 5.32% |
| 2018 | 0.00% | 6.14% |
| 2017 | 0.00% | 5.39% |
| 2016 | 0.00% | 5.97% |
| 2015 | 0.00% | 5.49% |
| 2014 | 0.00% | 6.00% |
| 2013 | 0.00% | 4.69% |
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