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FMF vs IMF
First Trust Managed Futures Strategy Fund vs Invesco Managed Futures Strategy ETF
Key differences
- IMF costs 0.33% less per year.
- FMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMF | IMF | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.65% |
| Fund size (AUM) | $266M | $301M |
| Since | 2013 | 2025 |
| Dividend yield | 5.00% | 0.89% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | managed futures | managed futures |
| CAGR 1Y | +21.0% | +19.7% |
| CAGR 3Y | +6.9% | N/A |
| CAGR 5Y | +4.6% | N/A |
| Sharpe 3Y | 0.41 | N/A |
| Volatility 1Y | 9.65% | 10.46% |
| Max drawdown | -16.89% | -15.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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