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FMUN vs IGEB

Fidelity Systematic Municipal Bond Index ETF vs iShares Investment Grade Systematic Bond ETF

FMUN

Fidelity Systematic Municipal Bond Index ETF

Annual cost

0.05%

Fund size

$181M

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both FMUN and IGEB are fixed income ETFs. FMUN charges 0.05% a year and IGEB 0.18%. The main difference: FMUN costs 0.13% less per year.

  • FMUN costs 0.13% less per year.
  • IGEB is much larger than FMUN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FMUNIGEB
Annual cost (TER)0.05%0.18%
Fund size (AUM)$181M$1.4B
Since20192017
Dividend yield3.30%5.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+5.7%
CAGR 3YN/A+6.2%
CAGR 5YN/A+1.2%
Sharpe 3YN/A0.46
Volatility 1Y3.14%4.17%
Max drawdown-3.21%-21.13%

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

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