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FUMB vs KORP

First Trust Ultra Short Duration Municipal ETF vs American Century Diversified Corporate Bond ETF

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

KORP

American Century Diversified Corporate Bond ETF

Annual cost

0.29%

Fund size

$816M

Key differences

Both FUMB and KORP are fixed income ETFs. FUMB charges 0.29% a year and KORP 0.29%. The main difference: KORP is much larger than FUMB. Larger funds are usually more liquid and less likely to close.

  • KORP is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KORP has delivered higher annualized returns.

Side-by-side comparison

FUMBKORP
Annual cost (TER)0.29%0.29%
Fund size (AUM)$231M$816M
Since20182018
Dividend yield2.80%5.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+2.7%+6.0%
CAGR 3Y+3.0%+6.1%
CAGR 5Y+2.0%+1.8%
Sharpe 3Y-0.460.47
Volatility 1Y0.78%4.35%
Max drawdown-2.68%-14.90%

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

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