Compare · 2 funds side by side · dividends reinvested

FPE and HFSI

FPEFirst Trust×HFSIHartford×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,308HFSI · best of the two

02 / 04

FPE and HFSI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.80%+0.1%+0.7%+9.0%+2.5%−3.7%3.7%$1.2B1.3

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.31%−1.3%−0.8%+9.7%+2.2%−4.4%4.1%$5.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FPE 2013 · HFSI 2021

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.8B$11,159

FPE

HFSI

Hartford Strategic Income ETF · $1.2B$11,308

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FPEMeasureHFSI

−1.3%Year to dateJan 1 → Nov 4+0.1%

−0.8%1 yearTotal return+0.7%

+9.7%3 years · per year$10,000 became $13,185 · $12,936+9.0%

+2.2%5 years · per year$10,000 became $11,159 · $11,308+2.5%

0.83%Expense ratio$83 · $49 a year on $10k · lower is better0.49%

6.31%Trailing 12-mo yield$631 · $580 a year on $10k5.80%

−4.4%Worst dropSmaller is better−3.7%

4.1%VolatilityLower is calmer3.7%

FPEHFSI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6HFSI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPE vs HFSI: Top 5 Holdings

Today

FPE

5.9%in top 5

HFSI

in top 50.5%

FPEStockHFSI

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%ESGRPnot top 5

1.1%CRBDnot top 5

1.0%TMUSZnot top 5

not top 5BKLN0.2%

not top 5SRLN0.1%

not top 5ORCL0.0%

not top 5SYF-PB0.0%

not top 5MS-PQ0.0%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

FPE vs HFSI Returns, Every Period

First TrustFPE

+2.2%

5 years, per year

HFSIHartford

+2.5%

5 years, per year

FPEHFSIFaded: behind in that period

1–3HFSI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FPE vs HFSI

YTD

First TrustFPE

−1.3%

HFSIHartford

+0.1%

−1.3%Year to date+0.1%

−4.4%Worst drop · 1Y−3.7%

4.1%Volatility · 1Y3.7%

6.3%Yield5.8%

$5.8BAssets$1.2B

3–1HFSI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPE, HFSI

Today

0.49%lowest, HFSI

FundExpense ratioFee$10k

HFSI0.49%$49

FPE0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FPE, HFSI

6.31%highest, FPE

FundTrailing yieldYield$10k

FPE6.31%$631

HFSI5.80%$580

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$548most kept, FPE

FPE$631 − $83 = $548

HFSI$580 − $49 = $531

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FPE, HFSI

Today

0.1%most shared, FPE and HFSI

FPEHFSI

FPE—0.1%

HFSI0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.7%HFSI, at 3.7% volatility

HFSIWorst drop−3.7%3.7% vol

FPEWorst drop−4.4%4.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FPEHFSI

−1.3%Year to date+0.1%

6.3%Yield5.8%

−0.8%Past year+0.7%

0.83%Fee0.49%

3–1HFSI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026