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FSMB vs MEAR

First Trust Short Duration Managed Municipal ETF vs iShares Short Maturity Municipal Bond Active ETF

FSMB

First Trust Short Duration Managed Municipal ETF

Annual cost

0.34%

Fund size

$611M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both FSMB and MEAR are fixed income ETFs. FSMB charges 0.34% a year and MEAR 0.26%. The main difference: MEAR costs 0.08% less per year.

  • MEAR costs 0.08% less per year.

Side-by-side comparison

FSMBMEAR
Annual cost (TER)0.34%0.26%
Fund size (AUM)$611M$1.4B
Since20182015
Dividend yield3.15%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+3.2%
CAGR 3Y+3.5%+3.5%
CAGR 5Y+1.5%+2.4%
Sharpe 3Y-0.03-0.08
Volatility 1Y1.40%0.86%
Max drawdown-6.32%-2.68%

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

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