First Trust Preferred Securities & Income ETF (FPE)

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First Trust Preferred Securities & Income ETF (FPE) returned 1.21% year-to-date (YTD) and 7.18% over the past 12 months. Over the past 10 years, FPE returned 4.81% annually, underperforming the S&P 500 benchmark at 10.87%.

The table below presents the monthly returns of FPE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

With an overall rank of 91, FPE is among the top 9% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for First Trust Preferred Securities & Income ETF (FPE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

First Trust Preferred Securities & Income ETF Sharpe ratios as of May 17, 2025 (values are recalculated daily):

• 1-Year: 1.35
• 5-Year: 0.77
• 10-Year: 0.47
• All Time: 0.48

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of First Trust Preferred Securities & Income ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

First Trust Preferred Securities & Income ETF provided a 5.83% dividend yield over the last twelve months, with an annual payout of $1.02 per share.

The table displays the monthly dividend distributions for First Trust Preferred Securities & Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the First Trust Preferred Securities & Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Preferred Securities & Income ETF was 33.35%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.

The current First Trust Preferred Securities & Income ETF drawdown is 0.54%.

The chart below shows the rolling one-month volatility.