FCPI vs. FPEIX
Compare and contrast key facts about Fidelity Stocks for Inflation ETF (FCPI) and First Trust Preferred Securities and Income Fund (FPEIX).
FCPI is a passively managed fund by Fidelity that tracks the performance of the Fidelity Stocks for Inflation Factor Index. It was launched on Nov 5, 2019. FPEIX is managed by First Trust. It was launched on Jan 10, 2011.
Performance
FCPI vs. FPEIX - Performance Comparison
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FCPI vs. FPEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCPI Fidelity Stocks for Inflation ETF | -0.24% | 16.24% | 25.54% | 15.40% | -7.11% | 34.19% | 2.19% | 4.43% |
FPEIX First Trust Preferred Securities and Income Fund | -2.48% | 9.48% | 10.99% | 5.32% | -11.60% | 4.85% | 6.01% | 1.58% |
Returns By Period
In the year-to-date period, FCPI achieves a -0.24% return, which is significantly higher than FPEIX's -2.48% return.
FCPI
- 1D
- 2.52%
- 1M
- -4.85%
- YTD
- -0.24%
- 6M
- -0.82%
- 1Y
- 15.67%
- 3Y*
- 17.96%
- 5Y*
- 13.93%
- 10Y*
- —
FPEIX
- 1D
- -0.05%
- 1M
- -3.53%
- YTD
- -2.48%
- 6M
- -0.57%
- 1Y
- 5.97%
- 3Y*
- 9.41%
- 5Y*
- 2.84%
- 10Y*
- 4.99%
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FCPI vs. FPEIX - Expense Ratio Comparison
FCPI has a 0.15% expense ratio, which is lower than FPEIX's 1.00% expense ratio.
Return for Risk
FCPI vs. FPEIX — Risk / Return Rank
FCPI
FPEIX
FCPI vs. FPEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stocks for Inflation ETF (FCPI) and First Trust Preferred Securities and Income Fund (FPEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCPI | FPEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.74 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.24 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.42 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.65 | -0.15 |
Martin ratioReturn relative to average drawdown | 7.03 | 6.10 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCPI | FPEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.74 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.55 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.82 | -0.15 |
Correlation
The correlation between FCPI and FPEIX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCPI vs. FPEIX - Dividend Comparison
FCPI's dividend yield for the trailing twelve months is around 1.80%, less than FPEIX's 4.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPI Fidelity Stocks for Inflation ETF | 1.80% | 1.74% | 1.29% | 1.88% | 1.77% | 1.19% | 3.53% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
FPEIX First Trust Preferred Securities and Income Fund | 4.64% | 5.40% | 5.60% | 5.17% | 5.30% | 4.70% | 4.88% | 5.36% | 5.93% | 5.36% | 5.66% | 5.56% |
Drawdowns
FCPI vs. FPEIX - Drawdown Comparison
The maximum FCPI drawdown since its inception was -37.26%, which is greater than FPEIX's maximum drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for FCPI and FPEIX.
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Drawdown Indicators
| FCPI | FPEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.26% | -27.83% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -3.62% | -8.36% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -19.66% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.83% | — |
Current DrawdownCurrent decline from peak | -5.55% | -3.62% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -2.88% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 0.98% | +1.57% |
Volatility
FCPI vs. FPEIX - Volatility Comparison
Fidelity Stocks for Inflation ETF (FCPI) has a higher volatility of 5.30% compared to First Trust Preferred Securities and Income Fund (FPEIX) at 1.28%. This indicates that FCPI's price experiences larger fluctuations and is considered to be riskier than FPEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPI | FPEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 1.28% | +4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 2.26% | +7.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.27% | 3.82% | +13.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 5.22% | +11.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 6.52% | +13.78% |