Screener
FMHI vs SCMB
First Trust Municipal High Income ETF vs Schwab Municipal Bond ETF
Key differences
Both FMHI and SCMB are fixed income ETFs. FMHI charges 0.49% a year and SCMB 0.03%. The main difference: SCMB costs 0.46% less per year.
- SCMB costs 0.46% less per year.
- SCMB is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMHI has delivered higher annualized returns.
- FMHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMHI | SCMB | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.03% |
| Fund size (AUM) | $976M | $3.9B |
| Since | 2017 | 2022 |
| Dividend yield | 4.26% | 3.56% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.3% | +6.4% |
| CAGR 3Y | +5.5% | +3.3% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.40 | -0.05 |
| Volatility 1Y | 3.07% | 2.89% |
| Max drawdown | -18.83% | -6.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.