Screener
FTSM vs MSTI
First Trust Enhanced Short Maturity ETF vs Madison Short-Term Strategic Income ETF
Key differences
Both FTSM and MSTI are fixed income ETFs. FTSM charges 0.29% a year and MSTI 0.36%. The main difference: FTSM follows a index tracking strategy; MSTI uses active selection.
- FTSM follows a index tracking strategy; MSTI uses active selection.
- FTSM costs 0.07% less per year.
- FTSM is much larger than MSTI. Larger funds are usually more liquid and less likely to close.
- FTSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTSM | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.36% |
| Fund size (AUM) | $6.4B | $49M |
| Since | 2014 | 2023 |
| Dividend yield | 4.16% | 5.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.2% | +4.2% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 2.45 | N/A |
| Volatility 1Y | 0.48% | 2.44% |
| Max drawdown | -4.12% | -1.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.