FPE vs. DODIX
Compare and contrast key facts about First Trust Preferred Securities & Income ETF (FPE) and Dodge & Cox Income Fund (DODIX).
FPE is an actively managed fund by First Trust. It was launched on Feb 12, 2013. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPE or DODIX.
Correlation
The correlation between FPE and DODIX is 0.32, 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.
Performance
FPE vs. DODIX - Performance Comparison
Key characteristics
FPE:
2.48
DODIX:
0.94
FPE:
3.60
DODIX:
1.39
FPE:
1.50
DODIX:
1.16
FPE:
1.86
DODIX:
0.49
FPE:
14.74
DODIX:
2.34
FPE:
0.72%
DODIX:
2.20%
FPE:
4.29%
DODIX:
5.49%
FPE:
-33.35%
DODIX:
-18.50%
FPE:
-0.17%
DODIX:
-4.60%
Returns By Period
In the year-to-date period, FPE achieves a 1.22% return, which is significantly higher than DODIX's 1.13% return. Over the past 10 years, FPE has outperformed DODIX with an annualized return of 4.96%, while DODIX has yielded a comparatively lower 2.00% annualized return.
FPE
1.22%
0.48%
3.08%
10.12%
2.73%
4.96%
DODIX
1.13%
0.89%
-0.94%
5.33%
0.34%
2.00%
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FPE vs. DODIX - Expense Ratio Comparison
FPE has a 0.85% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
FPE vs. DODIX — Risk-Adjusted Performance Rank
FPE
DODIX
FPE vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Preferred Securities & Income ETF (FPE) and Dodge & Cox Income Fund (DODIX). 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.
Dividends
FPE vs. DODIX - Dividend Comparison
FPE's dividend yield for the trailing twelve months is around 5.17%, more than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPE First Trust Preferred Securities & Income ETF | 5.17% | 5.69% | 6.04% | 5.67% | 4.50% | 4.88% | 5.32% | 6.14% | 5.39% | 5.98% | 5.49% | 6.00% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
FPE vs. DODIX - Drawdown Comparison
The maximum FPE drawdown since its inception was -33.35%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for FPE and DODIX. For additional features, visit the drawdowns tool.
Volatility
FPE vs. DODIX - Volatility Comparison
The current volatility for First Trust Preferred Securities & Income ETF (FPE) is 0.77%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.47%. This indicates that FPE experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.