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 0.03, 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:
1.48
DODIX:
1.28
FPE:
2.07
DODIX:
1.90
FPE:
1.32
DODIX:
1.22
FPE:
1.70
DODIX:
0.69
FPE:
8.09
DODIX:
3.23
FPE:
1.00%
DODIX:
2.24%
FPE:
5.48%
DODIX:
5.65%
FPE:
-33.35%
DODIX:
-18.50%
FPE:
-1.90%
DODIX:
-3.61%
Returns By Period
In the year-to-date period, FPE achieves a -0.17% return, which is significantly lower than DODIX's 2.18% return. Over the past 10 years, FPE has outperformed DODIX with an annualized return of 4.60%, while DODIX has yielded a comparatively lower 2.00% annualized return.
FPE
-0.17%
-1.62%
-0.82%
7.70%
5.06%
4.60%
DODIX
2.18%
-0.24%
1.04%
7.32%
0.60%
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 5.91%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPE First Trust Preferred Securities & Income ETF | 5.91% | 5.68% | 6.03% | 5.67% | 4.48% | 4.88% | 5.32% | 6.14% | 5.39% | 5.97% | 5.49% | 6.00% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
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
First Trust Preferred Securities & Income ETF (FPE) has a higher volatility of 3.81% compared to Dodge & Cox Income Fund (DODIX) at 2.33%. This indicates that FPE's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.