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FMHI vs SHYM

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

FMHI

First Trust Municipal High Income ETF

Annual cost

0.49%

Fund size

$976M

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

Both FMHI and SHYM are fixed income ETFs. The main difference: FMHI follows a index tracking strategy; SHYM uses active selection.

  • FMHI follows a index tracking strategy; SHYM uses active selection.

Side-by-side comparison

FMHISHYM
Annual cost (TER)0.49%
Fund size (AUM)$976M
Since2017
Dividend yield4.26%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+8.3%+5.0%
CAGR 3Y+5.5%+5.8%
CAGR 5Y+0.9%+1.0%
Sharpe 3Y0.400.35
Volatility 1Y3.07%2.96%
Max drawdown-18.83%-22.55%

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

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