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VIOV vs FPEI

Comparison between VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

5-Year PerformanceVIOV has outperformed FPEI, delivering a return of +8.0% compared to +4.3%

VIOV vs FPEI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VIOV
$1.90B
FPEI
$1.90B
Expense Ratio
Winner
VIOV
0.10%
FPEI
0.85%
Max Drawdown
VIOV
48.88%
Winner
FPEI
27.77%
Sharpe Ratio
Winner
VIOV
1.73
FPEI
1.14
5Y Beta
VIOV
0.99
Winner
FPEI
0.15
P/E Ratio
VIOV
61.62
FPEI
N/A
Forward P/E
VIOV
12.90
FPEI
N/A
5Y Dividends CAGR
Winner
VIOV
19.62%
FPEI
3.10%
5Y EPS CAGR
VIOV
5.36%
FPEI
N/A
Debt to Equity
VIOV
52.21%
FPEI
N/A

VIOV vs FPEI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VIOV
+5.91%
FPEI
+1.06%
3M
Winner
VIOV
+15.58%
FPEI
+1.98%
6M
Winner
VIOV
+16.10%
FPEI
+2.11%
1Y
Winner
VIOV
+39.82%
FPEI
+8.10%
5Y(CAGR)
Winner
VIOV
+8.04%
FPEI
+4.25%
10Y(CAGR)
Winner
VIOV
+11.73%
FPEI
+5.02%
Max(CAGR)
Winner
VIOV
+13.18%
FPEI
+5.02%

VIOV vs FPEI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearVIOVFPEI
2026+17.04%+1.75%
2025+7.23%+9.64%
2024+7.72%+11.19%
2023+15.11%+5.88%
2022-11.06%-8.28%
2021+34.44%+4.74%
2020+4.70%+6.95%
2019+25.45%+16.30%
2018-12.35%-4.22%
2017+12.25%+2.22%
2016+35.27%N/A
2015-4.04%N/A
2014+10.04%N/A
2013+37.69%N/A
2012+16.96%N/A
2011-2.25%N/A
2010+26.07%N/A

VIOV vs FPEI Drawdown Comparison

The maximum drawdown for VIOV was -45.80%, occurring on Mar 23, 2020. Recovery took 576 trading sessions.

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

The current VIOV drawdown is -1.21%. The current FPEI drawdown is -0.03%.

RankVIOVFPEI
#1-45.80%
Aug 22, 2018 - Dec 4, 2020
-27.51%
Feb 18, 2020 - Nov 6, 2020
#2-28.44%
Nov 25, 2024 - Dec 10, 2025
-16.45%
Sep 22, 2021 - Mar 20, 2024
#3-25.80%
Jul 7, 2011 - Jan 25, 2012
-6.01%
Jan 26, 2018 - Mar 29, 2019
#4-23.10%
Nov 5, 2021 - Feb 2, 2023
-4.26%
Feb 28, 2025 - May 13, 2025
#5-22.08%
Feb 2, 2023 - Jul 16, 2024
-3.62%
Feb 20, 2026 - Jun 1, 2026
#6-19.47%
Jun 23, 2015 - Jun 6, 2016
-1.98%
Feb 18, 2021 - Apr 13, 2021
#7-13.85%
Mar 27, 2012 - Sep 7, 2012
-1.92%
Mar 26, 2024 - May 6, 2024
#8-12.48%
Jun 8, 2021 - Nov 5, 2021
-1.56%
Dec 11, 2024 - Feb 5, 2025
#9-11.15%
Jul 3, 2014 - Dec 22, 2014
-1.21%
Sep 30, 2024 - Dec 6, 2024
#10-10.18%
Mar 12, 2021 - Jun 1, 2021
-1.13%
Nov 3, 2017 - Dec 29, 2017
#11-9.67%
Apr 7, 2011 - Jul 7, 2011
-0.97%
Aug 1, 2024 - Aug 13, 2024
#12-9.57%
Sep 14, 2012 - Dec 24, 2012
-0.92%
Oct 28, 2025 - Nov 28, 2025
#13-9.33%
Feb 6, 2026 - Apr 17, 2026
-0.92%
Jul 29, 2019 - Aug 22, 2019
#14-9.10%
Jul 31, 2024 - Sep 19, 2024
-0.79%
May 19, 2025 - May 29, 2025
#15-8.69%
Jan 22, 2018 - May 10, 2018
-0.78%
May 2, 2019 - Jun 6, 2019

Correlation

Correlation between VIOV and FPEI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2010 - 2026)

VIOV vs FPEI dividend yield comparison.

YearVIOVFPEI
20260.36%2.37%
20251.69%5.62%
20241.78%5.55%
20232.18%5.76%
20223.62%5.20%
20213.19%4.46%
20202.84%4.90%
20193.19%5.02%
20183.51%5.81%
20172.85%1.50%
20162.34%0.00%
20152.64%0.00%
20142.53%0.00%
20131.82%0.00%
20122.62%0.00%
20112.18%0.00%
20102.40%0.00%

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