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FMHI vs HIMU

First Trust Municipal High Income ETF vs iShares High Yield Muni Active ETF

FMHI

First Trust Municipal High Income ETF

Annual cost

0.49%

Fund size

$976M

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

Both FMHI and HIMU are fixed income ETFs. FMHI charges 0.49% a year and HIMU 0.39%. The main difference: FMHI follows a index tracking strategy; HIMU uses active selection.

  • FMHI follows a index tracking strategy; HIMU uses active selection.
  • HIMU costs 0.10% less per year.
  • HIMU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMHIHIMU
Annual cost (TER)0.49%0.39%
Fund size (AUM)$976M$2.3B
Since20172006
Dividend yield4.26%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+8.3%+7.2%
CAGR 3Y+5.5%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.40N/A
Volatility 1Y3.07%4.45%
Max drawdown-18.83%-8.01%

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

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