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FTBI vs FMHI
First Trust Balanced Income ETF vs First Trust Municipal High Income ETF
Key differences
- FMHI costs 0.48% less per year.
- FMHI is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while FMHI is fixed income — different risk/return profiles.
- FMHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.49% |
| Fund size (AUM) | $20M | $950M |
| Since | 2025 | 2017 |
| Dividend yield | — | 4.25% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +7.1% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | N/A | 0.28 |
| Volatility 1Y | — | 3.16% |
| Max drawdown | -5.34% | -18.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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