Screener
FMHI vs FCAL
First Trust Municipal High Income ETF vs First Trust California Municipal High Income ETF
Key differences
- FMHI is significantly larger than FCAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FMHI has delivered higher annualized returns.
Side-by-side comparison
| FMHI | FCAL | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.49% |
| Fund size (AUM) | $950M | $205M |
| Since | 2017 | 2017 |
| Dividend yield | 4.25% | 3.32% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.1% | +5.7% |
| CAGR 3Y | +4.9% | +3.0% |
| CAGR 5Y | +0.8% | +0.6% |
| Sharpe 3Y | 0.28 | -0.10 |
| Volatility 1Y | 3.16% | 2.72% |
| Max drawdown | -18.83% | -14.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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