FPEvsBOXXETF Comparison
VS
First Trust Preferred Securities and Income ETF (FPE) and Alpha Architect 1-3 Month Box ETF (BOXX) belong to the same industry segment: Multi-Asset: Other. FPE's top 3 sector exposures are Finance, Utilities and Telecommunications. FPE is more expensive with a Total Expense Ratio (TER) of 0.83%, versus 0.24% for BOXX. FPE is up 0.15% year-to-date (YTD) with -$112M in YTD flows. BOXX performs better with 3.3% YTD performance, and +$4.67B in YTD flows. Run a side-by-side ETF comparison of FPE and BOXX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
FPE vs BOXX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FPE BOXX | +0.89%+0.34% | -2.73%+0.98% | +0.15%+3.30% | +0.36%+4.05% | +28.68%+14.39% | +9.62%n/a |
| Flows | FPE BOXX | -$118M-$188M | -$242M+$855M | -$112M+$4.67B | -$10M+$5.29B | +$525M+$13.00B | -$451M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FPE BOXX | +3.51%+0.34% | +3.10%+0.39% | +3.28%+0.34% | +5.40%n/a |
| Max drawdown | FPE BOXX | -3.90%-0.07% | -3.94%-0.07% | -4.02%-0.07% | -21.21%n/a |
| Max drawdown duration | FPE BOXX | 91d6d | 108d6d | 92d6d | 1039dn/a |
Trading data
FPE | BOXX | |
Last sale 11/5/2026 at 2:30 PM | $17.03 | $118.90 |
| Previous close 11/04/2026 | $17.14 | $118.88 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
FPE | BOXX | |
|---|---|---|
| Last price | $17.03 | $118.90 |
| 1D performance | -0.64% | +0.02% |
| AuM | $5.86 B | $14.39 B |
| E/R | 0.83% | 0.24% |
Characteristics
FPE | BOXX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | Alpha Architect |
| Benchmark | - | - |
| N° of holdings | 189 | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 11, 2013 | December 28, 2022 |
| ESG | No | No |
Advertisement
Exposure
Countries
FPE
USA
45.21%
Canada
9.9%
Other
44.89%
BOXX
Data will be available soon
Sectors
FPE
Finance
58.26%
Utilities
14.5%
Other
27.23%
BOXX
Data will be available soon
Advertisement
Diversification
FPE
Total weight of top 15 holdings out of 15
17.78%
BOXX
Data will be available soon
Top 15 holdings
Data as of September 30, 2026
FPE
Wells Fargo & Co.
1.87%
Barclays, 8% perp., USD
1.72%
NextEra Energy Capital Holdings, 6.5% 1jun2085, USD (U)
1.30%
JP Morgan, 6.875% perp., USD (NN)
1.26%
Credit Agricole SA, 7.125% perp., USD
1.22%
Xcel Energy, 6.25% 15oct2085, USD
1.18%
Charles Schwab, 4% perp., USD (H)
1.12%
Goldman Sachs, 7.5% perp., USD (X)
1.09%
Corebridge Financial, 6.375% 15dec2064, USD
1.05%
Bank of Montreal, 7.7% 26may2084, USD
1.05%
Enstar Group Ltd.
1.04%
T-Mobile USA, 5.5% 1mar2070, USD
0.99%
AEGON Funding, 5.1% 15dec2049, USD
0.97%
ING Groep, 7% perp., USD
0.96%
Banco Santander, 9.625% perp., USD
0.96%
BOXX
Data will be available soon
Frequently asked questions about FPE and BOXX
How have the FPE and BOXX ETFs performed in 2026?
As of November 4, 2026, FPE is up 0.15% year-to-date (YTD), while BOXX has returned 3.3%. That puts BOXX better performer ahead so far this year.
Which ETF is attracting more investor money: FPE or BOXX?
Year-to-date, the FPE ETF saw -$112M in flows, compared to +$4.67B for BOXX.
Which ETF is more volatile: FPE or BOXX?
Over the past year, FPE had a volatility of 3.1%, while BOXX experienced 0.39%.
Which ETF is bigger: FPE or BOXX?
As of November 4, 2026, FPE holds $5.86 B in assets under management (AUM), while BOXX manages $14.39 B.
Advertisement
Latest news about FPE & BOXX
There’s an ETF for That? Box Spreads
August 27, 2026
BOXX
Which Types of Bond ETFs Are the Most Tax Efficient?
September 2, 2025
BOXX
Notable ETF Filings and Launches Recap: August 2024
August 29, 2024
BOXX
Advertisement
3 Cash-Like ETFs for Sleeping Well at Night
June 5, 2024
BOXX
3 Cash-Like ETFs for Sleeping Well at Night
June 5, 2024
BOXX
ETFs for a "Higher for Longer" Interest Rate Environment
April 30, 2024
BOXX
Benefits of diversification in a recessionary environment
September 27, 2022
FPE
Advertisement
