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FTCB vs FMHI

First Trust Core Investment Grade ETF vs First Trust Municipal High Income ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

FMHI

First Trust Municipal High Income ETF

First Trust

Annual cost

0.49%

Fund size

$950M

Key differences

  • FMHI costs 0.07% less per year.
  • FTCB follows a active selection strategy; FMHI uses index tracking.
  • FMHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBFMHI
Annual cost (TER)0.56%0.49%
Fund size (AUM)$2.4B$950M
Since20232017
Dividend yield4.85%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.4%+7.1%
CAGR 3YN/A+4.9%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.28
Volatility 1Y4.09%3.16%
Max drawdown-4.99%-18.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTCB and FMHI