XHLF vs FPEI

Comparison between BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF) and FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF (FPEI, ETF).

XHLF vs FPEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XHLF(ETF)	FPEI(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.03%	0.85%
Max Drawdown	0.62%	27.77%
Sharpe Ratio	0.19	1.08
5Y Beta	-0.00	0.15
5Y Dividends CAGR	N/A	3.10%

Net Assets

XHLF

$1.90B

FPEI

$1.90B

Expense Ratio

Winner

XHLF

0.03%

FPEI

0.85%

Max Drawdown

Winner

XHLF

0.62%

FPEI

27.77%

Sharpe Ratio

XHLF

0.19

Winner

FPEI

1.08

5Y Beta

Winner

XHLF

-0.00

FPEI

0.15

5Y Dividends CAGR

XHLF

N/A

FPEI

3.10%

XHLF vs FPEI - Historical Returns

Returns include dividend reinvestment.

Period	XHLF	FPEI
1 month	+0.25%	+0.83%
3 months	+0.84%	+1.27%
6 months	+1.63%	+2.11%
1 year	+3.85%	+7.96%
5 years(CAGR)	N/A	+4.17%
10 years(CAGR)	N/A	+4.99%
Max(CAGR)	+4.43%	+4.99%

XHLF

+0.25%

Winner

FPEI

+0.83%

XHLF

+0.84%

Winner

FPEI

+1.27%

XHLF

+1.63%

Winner

FPEI

+2.11%

XHLF

+3.85%

Winner

FPEI

+7.96%

5Y(CAGR)

XHLF

N/A

FPEI

+4.17%

10Y(CAGR)

XHLF

N/A

FPEI

+4.99%

Max(CAGR)

XHLF

+4.43%

Winner

FPEI

+4.99%

XHLF vs FPEI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XHLF	FPEI
2026	+1.43%	+1.51%
2025	+4.21%	+9.64%
2024	+5.06%	+11.19%
2023	+4.90%	+5.88%
2022	+0.96%	-8.28%
2021	N/A	+4.74%
2020	N/A	+6.95%
2019	N/A	+16.30%
2018	N/A	-4.22%
2017	N/A	+2.22%

XHLF vs FPEI Drawdown Comparison

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

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

The current XHLF drawdown is -0.02%. The current FPEI drawdown is -0.26%.

Rank	XHLF	FPEI
#1	-0.11% Oct 10, 2022 - Oct 27, 2022	-27.51% Feb 18, 2020 - Nov 6, 2020
#2	-0.09% Mar 13, 2023 - Mar 15, 2023	-16.45% Sep 22, 2021 - Mar 20, 2024
#3	-0.07% Mar 17, 2023 - Mar 23, 2023	-6.01% Jan 26, 2018 - Mar 29, 2019
#4	-0.07% Mar 24, 2023 - Apr 4, 2023	-4.26% Feb 28, 2025 - May 13, 2025
#5	-0.07% Dec 23, 2022 - Dec 29, 2022	-3.62% Feb 20, 2026 - Jun 1, 2026
#6	-0.07% Oct 28, 2022 - Nov 8, 2022	-1.98% Feb 18, 2021 - Apr 13, 2021
#7	-0.06% Apr 5, 2023 - Apr 20, 2023	-1.92% Mar 26, 2024 - May 6, 2024
#8	-0.06% Mar 3, 2023 - Mar 10, 2023	-1.56% Dec 11, 2024 - Feb 5, 2025
#9	-0.06% Feb 2, 2023 - Feb 10, 2023	-1.21% Sep 30, 2024 - Dec 6, 2024
#10	-0.06% Feb 1, 2024 - Feb 8, 2024	-1.13% Nov 3, 2017 - Dec 29, 2017
#11	-0.06% Aug 5, 2024 - Aug 12, 2024	-0.97% Aug 1, 2024 - Aug 13, 2024
#12	-0.06% Oct 2, 2024 - Oct 11, 2024	-0.92% Oct 28, 2025 - Nov 28, 2025
#13	-0.06% Mar 15, 2023 - Mar 17, 2023	-0.92% Jul 29, 2019 - Aug 22, 2019
#14	-0.04% Mar 1, 2024 - Mar 7, 2024	-0.79% May 19, 2025 - May 29, 2025
#15	-0.04% May 9, 2025 - May 16, 2025	-0.78% May 2, 2019 - Jun 6, 2019