Growth of $10,000 in FPE
First Trust Preferred Securities and Income ETF · First Trust
A $10,000 investment compounding at FPE’s trailing 10-year annualized total return of 4.8% would reach $25,298 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.83% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (9.5%) | At 5-year avg (2.8%) | At 10-year avg (4.8%) |
|---|---|---|---|
| 5 years | $15,742 | $11,475 | $12,612 |
| 10 years | $24,782 | $13,168 | $15,905 |
| 15 years | $39,013 | $15,110 | $20,059 |
| 20 years | $61,416 | $17,339 | $25,298 |
| 25 years | $96,684 | $19,896 | $31,904 |
| 30 years | $152,203 | $22,831 | $40,237 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open FPE in the interactive calculator →
Frequently Asked Questions
What would $10,000 in FPE be worth in 10 years?
Compounding at its trailing 10-year annualized return of 4.8%, $10,000 in FPE would grow to about $15,905 in 10 years and $25,298 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is FPE's average annual return?
As of Aug 7, 2026, FPE's annualized total returns were 9.5% over 3 years, 2.8% over 5 years, 4.8% over 10 years — dividends reinvested, net of its 0.83% expense ratio.