FPFD
+0.14 · +0.64%
$21.97 · BATS

Fidelity Preferred Securities & Inc ETF (FPFD) ETF Analysis | Preferred Stock

Fidelity Investments · USA
AUM:$82.6M
#– of – in Preferred Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is FPFD?

The fund normally invests at least 80% of the fund's assets in preferred securities and other income-producing securities. It normally invests in all types of preferred securities and other income-producing securities such as contingent convertible securities and corporate hybrid securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
FPFD returned 7.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 13.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$82.6M
Expense Ratio0.59%
Dividend Yield4.99%
Holdings23
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta0.62
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact

How would FPFD affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.3%
1Y
-0.3%
3Y
+20.2%
5Y
+4.7%
OpenBook InsightIf you had invested £10,000 in FPFD 5 years ago, it would have grown to £10,471 — a gain of £471.

Annual Returns

Calendar year performance

FPFD delivered positive returns in 3 of the last 5 calendar years.
YearFPFD
2026 YTD-2.1%
2025+5.8%
2024+8.7%
2023+10.4%
2022-17.1%
CAGR 4yr+1.3%
3/5 positive yearsAvg return: +1.1%Worst year: -17.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.3%
Low
Momentum
-1.2%
30-day change
Support Level
21.14
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.