Screener
FMHI vs NEAR
First Trust Municipal High Income ETF vs iShares Short Duration Bond Active ETF
Key differences
Both FMHI and NEAR are fixed income ETFs. FMHI charges 0.49% a year and NEAR 0.25%. The main difference: FMHI follows a index tracking strategy; NEAR uses active selection.
- FMHI follows a index tracking strategy; NEAR uses active selection.
- NEAR costs 0.24% less per year.
- NEAR is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FMHI | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.25% |
| Fund size (AUM) | $976M | $4.6B |
| Since | 2017 | 2013 |
| Dividend yield | 4.26% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +8.3% | +4.1% |
| CAGR 3Y | +5.5% | +5.6% |
| CAGR 5Y | +0.9% | +3.9% |
| Sharpe 3Y | 0.40 | 1.18 |
| Volatility 1Y | 3.07% | 1.37% |
| Max drawdown | -18.83% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.