Screener
FSMB vs LMUB
First Trust Short Duration Managed Municipal ETF vs iShares Long-Term National Muni Bd ETF
Key differences
Both FSMB and LMUB are fixed income ETFs. FSMB charges 0.34% a year and LMUB 0.09%. The main difference: FSMB follows a active selection strategy; LMUB uses index tracking.
- FSMB follows a active selection strategy; LMUB uses index tracking.
- LMUB costs 0.25% less per year.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSMB | LMUB | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.09% |
| Fund size (AUM) | $611M | $1.6B |
| Since | 2018 | 2025 |
| Dividend yield | 3.15% | 3.81% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +9.3% |
| CAGR 3Y | +3.5% | N/A |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | -0.03 | N/A |
| Volatility 1Y | 1.40% | 4.18% |
| Max drawdown | -6.32% | -5.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.