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FTIF vs FTSM
First Trust Bloomberg Inflation Sensitive Equity ETF vs First Trust Enhanced Short Maturity ETF
Key differences
- FTSM costs 0.31% less per year.
- FTSM is significantly larger than FTIF — larger funds tend to be more liquid and less likely to close.
- FTIF is classified as equity, while FTSM is fixed income — different risk/return profiles.
- Over the last 3 years, FTIF has delivered higher annualized returns.
- FTSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTIF | FTSM | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.29% |
| Fund size (AUM) | $4M | $6.4B |
| Since | 2023 | 2014 |
| Dividend yield | 1.11% | 4.20% |
| 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% | +4.9% |
| CAGR 5Y | N/A | +3.4% |
| Sharpe 3Y | 0.68 | 2.49 |
| Volatility 1Y | 15.09% | 0.48% |
| Max drawdown | -27.83% | -4.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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