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FTSM vs SHYM

First Trust Enhanced Short Maturity ETF vs iShares Short Duration High Yield Muni Active ETF

FTSM

First Trust Enhanced Short Maturity ETF

Annual cost

0.29%

Fund size

$6.4B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

Both FTSM and SHYM are fixed income ETFs. The main difference: FTSM follows a index tracking strategy; SHYM uses active selection.

  • FTSM follows a index tracking strategy; SHYM uses active selection.

Side-by-side comparison

FTSMSHYM
Annual cost (TER)0.29%
Fund size (AUM)$6.4B
Since2014
Dividend yield4.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.2%+5.0%
CAGR 3Y+4.9%+5.8%
CAGR 5Y+3.5%+1.0%
Sharpe 3Y2.450.35
Volatility 1Y0.48%2.96%
Max drawdown-4.12%-22.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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