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FLUD vs FSMB

Franklin Ultra Short Bond ETF vs First Trust Short Duration Managed Municipal ETF

FLUD

Franklin Ultra Short Bond ETF

Annual cost

0.15%

Fund size

$395M

FSMB

First Trust Short Duration Managed Municipal ETF

Annual cost

0.34%

Fund size

$611M

Key differences

Both FLUD and FSMB are fixed income ETFs. FLUD charges 0.15% a year and FSMB 0.34%. The main difference: FLUD follows a index tracking strategy; FSMB uses active selection.

  • FLUD follows a index tracking strategy; FSMB uses active selection.
  • FLUD costs 0.19% less per year.
  • Over the last three years, FLUD has delivered higher annualized returns.

Side-by-side comparison

FLUDFSMB
Annual cost (TER)0.15%0.34%
Fund size (AUM)$395M$611M
Since20202018
Dividend yield4.35%3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.6%+4.0%
CAGR 3Y+5.3%+3.5%
CAGR 5Y+3.6%+1.5%
Sharpe 3Y1.04-0.03
Volatility 1Y1.65%1.40%
Max drawdown-1.67%-6.32%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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