Screener
FSMB vs LDSF
First Trust Short Duration Managed Municipal ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- FSMB costs 0.43% less per year.
- FSMB is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- FSMB follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, LDSF has delivered higher annualized returns.
Side-by-side comparison
| FSMB | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.77% |
| Fund size (AUM) | $599M | $160M |
| Since | 2018 | 2019 |
| Dividend yield | 3.14% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +5.3% |
| CAGR 3Y | +3.2% | +5.2% |
| CAGR 5Y | +1.4% | +2.4% |
| Sharpe 3Y | -0.17 | 0.55 |
| Volatility 1Y | 1.39% | 2.05% |
| Max drawdown | -6.32% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FSMB and LDSF
Explore further