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FMHI vs LMBS

First Trust Municipal High Income ETF vs First Trust Low Duration Opportunities ETF

FMHI

First Trust Municipal High Income ETF

First Trust

Annual cost

0.49%

Fund size

$950M

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

Key differences

  • FMHI costs 0.17% less per year.
  • LMBS is significantly larger than FMHI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FMHILMBS
Annual cost (TER)0.49%0.66%
Fund size (AUM)$950M$6.2B
Since20172014
Dividend yield4.25%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.8%+6.3%
CAGR 3Y+5.4%+5.8%
CAGR 5Y+1.0%+3.0%
Sharpe 3Y0.400.82
Volatility 1Y3.19%1.98%
Max drawdown-18.83%-6.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FMHI and LMBS