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FSIG vs FUMB

First Trust Limited Duration Investment Grade Corporate ETF vs First Trust Ultra Short Duration Municipal ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

FUMB

First Trust Ultra Short Duration Municipal ETF

First Trust

Annual cost

0.29%

Fund size

$229M

Key differences

  • FUMB costs 0.15% less per year.
  • FSIG is significantly larger than FUMB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FSIG has delivered higher annualized returns.

Side-by-side comparison

FSIGFUMB
Annual cost (TER)0.44%0.29%
Fund size (AUM)$1.5B$229M
Since20212018
Dividend yield4.60%2.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+2.7%
CAGR 3Y+5.2%+3.0%
CAGR 5YN/A+1.9%
Sharpe 3Y0.57-0.45
Volatility 1Y2.28%0.79%
Max drawdown-6.89%-2.68%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FSIG and FUMB