Screener
FSMB vs FTSD
First Trust Short Duration Managed Municipal ETF vs Franklin Short Duration U.S. Government ETF
Key differences
Both FSMB and FTSD are fixed income ETFs. FSMB charges 0.34% a year and FTSD 0.25%. The main difference: FSMB follows a active selection strategy; FTSD uses index tracking.
- FSMB follows a active selection strategy; FTSD uses index tracking.
- FTSD costs 0.09% less per year.
- Over the last three years, FTSD has delivered higher annualized returns.
- FTSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSMB | FTSD | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.25% |
| Fund size (AUM) | $611M | $288M |
| Since | 2018 | 2013 |
| Dividend yield | 3.15% | 4.51% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +4.4% |
| CAGR 3Y | +3.5% | +5.0% |
| CAGR 5Y | +1.5% | +2.5% |
| Sharpe 3Y | -0.03 | 0.80 |
| Volatility 1Y | 1.40% | 1.32% |
| Max drawdown | -6.32% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.