Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  FPEI First Trust Institutional… |
|---|---|
| Price | 18.54 +0.05% |
| Issuer | First Trust |
| AUM | $1.86B |
| Expense Ratio | 0.85% |
| Yield (TTM) | 6.04% |
| Inception | Aug 22, 2017 |
| Holdings | 176 |
| Avg Volume | 421.16K |
| YTD | -4.38% |
| 1Y total | +0.49% |
| 3Y total (ann.) | +9.43% |
| 5Y total (ann.) | +3.37% |
| Volatility 1Y | 4.05% |
| Sharpe 1Y | -0.708 |
| Max drawdown 1Y | -4.27% |
| Beta vs S&P 500 (3Y) | 0.154 |
| Top 10 holdings | BANK OF… 3.25% CITIGROUP… 2.17% CREDIT… 1.98% ING GROEP… 1.75% BANCO… 1.65% ENBRIDGE… 1.54% CHARLES… 1.49% BANCO… 1.48% BANK OF… 1.45% BNP PARIBAS… 1.31% |
| Sector mix | Cash & Others 98.98% Financial Services 1.02% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.