FPEIvsBOXXETF Comparison
ETF 1
FPEI
First Trust Institutional Preferred Securities and Income ETF
This fund is part of
Multi-Asset: Other
-0.14%
VS
First Trust Institutional Preferred Securities and Income ETF (FPEI) and Alpha Architect 1-3 Month Box ETF (BOXX) belong to the same industry segment: Multi-Asset: Other. FPEI's top 3 sector exposures are Finance, Utilities and Energy. FPEI is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.24% for BOXX. FPEI is up 1.43% year-to-date (YTD) with +$125M in YTD flows. BOXX performs better with 3.22% YTD performance, and +$4.75B in YTD flows. Run a side-by-side ETF comparison of FPEI 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.
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FPEI vs BOXX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FPEI BOXX | +0.34%+0.35% | -1.78%+0.97% | +1.43%+3.22% | +1.79%+4.04% | +29.84%+14.41% | +15.36%n/a |
| Flows | FPEI BOXX | -$2M-$292M | -$6M+$1.11B | +$125M+$4.75B | +$167M+$5.41B | +$710M+$13.11B | +$1.42B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FPEI BOXX | +2.82%+0.32% | +2.74%+0.39% | +2.91%+0.34% | +4.58%n/a |
| Max drawdown | FPEI BOXX | -3.24%-0.07% | -3.24%-0.07% | -3.75%-0.07% | -16.50%n/a |
| Max drawdown duration | FPEI BOXX | 81d6d | 81d6d | 67d6d | 974dn/a |
Trading data
FPEI | BOXX | |
Last sale 10/30/2026 at 1:30 PM | $18.48 | $118.82 |
| Previous close 10/29/2026 | $18.48 | $118.80 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
FPEI | BOXX | |
|---|---|---|
| Last price | $18.48 | $118.82 |
| 1D performance | +0.00% | +0.02% |
| AuM | $1.86 B | $14.46 B |
| E/R | 0.85% | 0.24% |
Characteristics
FPEI | BOXX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | Alpha Architect |
| Benchmark | - | - |
| N° of holdings | 129 | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 22, 2017 | December 28, 2022 |
| ESG | No | No |
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Exposure
Countries
FPEI
USA
34.21%
Canada
12.9%
United Kingdom
7.18%
Other
45.71%
BOXX
Data will be available soon
Sectors
FPEI
Finance
56.68%
Utilities
14.3%
Other
29.02%
BOXX
Data will be available soon
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Diversification
FPEI
Total weight of top 15 holdings out of 15
21.09%
BOXX
Data will be available soon
Top 15 holdings
Data as of September 30, 2026
FPEI
Credit Agricole SA, 7.125% perp., USD
2.01%
ING Groep, 7% perp., USD
1.75%
Banco Bilbao (BBVA), 7.75% perp., USD
1.65%
Enbridge, 8.5% 15jan2084, USD (2023-B)
1.54%
Charles Schwab, 4% perp., USD (H)
1.49%
Banco Santander, 9.625% perp., USD
1.48%
Bank of Montreal, 7.7% 26may2084, USD
1.45%
BNP Paribas, 8.5% perp., USD
1.31%
Commerzbank, 7.5% perp., USD
1.29%
CIBC, 7% 28oct2085, USD
1.26%
JP Morgan, 6.875% perp., USD (NN)
1.23%
HSBC Holdings plc, 6.95% perp., USD
1.23%
Wells Fargo, 6.85% perp., USD (FF)
1.17%
Bell Canada, 7% 15sep2055, USD (B)
1.12%
Barclays, 8% perp., USD
1.11%
BOXX
Data will be available soon
Frequently asked questions about FPEI and BOXX
How have the FPEI and BOXX ETFs performed in 2026?
As of October 29, 2026, FPEI is up 1.43% year-to-date (YTD), while BOXX has returned 3.22%. That puts BOXX better performer ahead so far this year.
Which ETF is attracting more investor money: FPEI or BOXX?
Year-to-date, the FPEI ETF saw +$125M in flows, compared to +$4.75B for BOXX.
Which ETF is more volatile: FPEI or BOXX?
Over the past year, FPEI had a volatility of 2.74%, while BOXX experienced 0.39%.
Which ETF is bigger: FPEI or BOXX?
As of October 29, 2026, FPEI holds $1.86 B in assets under management (AUM), while BOXX manages $14.46 B.
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