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FTIF vs FSMB
First Trust Bloomberg Inflation Sensitive Equity ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
- FSMB costs 0.26% less per year.
- FSMB is significantly larger than FTIF — larger funds tend to be more liquid and less likely to close.
- FTIF is classified as equity, while FSMB is fixed income — different risk/return profiles.
- Over the last 3 years, FTIF has delivered higher annualized returns.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTIF | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.34% |
| Fund size (AUM) | $4M | $599M |
| Since | 2023 | 2018 |
| Dividend yield | 1.11% | 3.14% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.2% | +4.2% |
| CAGR 3Y | +15.4% | +3.5% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | 0.68 | -0.05 |
| Volatility 1Y | 15.09% | 1.40% |
| Max drawdown | -27.83% | -6.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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