Screener
FTCB vs FSMB
First Trust Core Investment Grade ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
- FSMB costs 0.22% less per year.
- FTCB is significantly larger than FSMB — larger funds tend to be more liquid and less likely to close.
- FTCB follows a active selection strategy; FSMB uses index tracking.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTCB | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.34% |
| Fund size (AUM) | $2.4B | $599M |
| Since | 2023 | 2018 |
| Dividend yield | 4.85% | 3.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.4% | +3.9% |
| CAGR 3Y | N/A | +3.2% |
| CAGR 5Y | N/A | +1.4% |
| Sharpe 3Y | N/A | -0.17 |
| Volatility 1Y | 4.09% | 1.39% |
| Max drawdown | -4.99% | -6.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FTCB and FSMB
Explore further