Screener
FTBI vs FUMB
First Trust Balanced Income ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
- FUMB costs 0.68% less per year.
- FUMB is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while FUMB is fixed income — different risk/return profiles.
- FUMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.29% |
| Fund size (AUM) | $20M | $229M |
| Since | 2025 | 2018 |
| Dividend yield | — | 2.82% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +2.7% |
| CAGR 3Y | N/A | +3.0% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | N/A | -0.45 |
| Volatility 1Y | — | 0.79% |
| Max drawdown | -5.34% | -2.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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