Screener
FUMB vs CGHM
First Trust Ultra Short Duration Municipal ETF vs Capital Group Municipal High-Income ETF
Key differences
Both FUMB and CGHM are fixed income ETFs. FUMB charges 0.29% a year and CGHM 0.34%. The main difference: FUMB follows a active selection strategy; CGHM uses index tracking.
- FUMB follows a active selection strategy; CGHM uses index tracking.
- FUMB costs 0.05% less per year.
- CGHM is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
- FUMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FUMB | CGHM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.34% |
| Fund size (AUM) | $231M | $3.1B |
| Since | 2018 | 2024 |
| Dividend yield | 2.80% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +2.6% | +9.2% |
| CAGR 3Y | +3.0% | N/A |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | -0.48 | N/A |
| Volatility 1Y | 0.78% | 3.13% |
| Max drawdown | -2.68% | -5.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.