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FPFD vs FMUN

Fidelity Preferred Securities & Income ETF vs Fidelity Systematic Municipal Bond Index ETF

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

FMUN

Fidelity Systematic Municipal Bond Index ETF

Annual cost

0.05%

Fund size

$181M

Key differences

Both FPFD and FMUN are fixed income ETFs. FPFD charges 0.59% a year and FMUN 0.05%. The main difference: FPFD follows a active selection strategy; FMUN uses index tracking.

  • FPFD follows a active selection strategy; FMUN uses index tracking.
  • FMUN costs 0.54% less per year.

Side-by-side comparison

FPFDFMUN
Annual cost (TER)0.59%0.05%
Fund size (AUM)$83M$181M
Since20212019
Dividend yield5.14%3.30%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.8%+7.3%
CAGR 3Y+7.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.95N/A
Volatility 1Y2.98%3.14%
Max drawdown-20.83%-3.21%

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

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