Screener
FUMB vs LDSF
First Trust Ultra Short Duration Municipal ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- FUMB costs 0.48% less per year.
- FUMB follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, LDSF has delivered higher annualized returns.
Side-by-side comparison
| FUMB | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.77% |
| Fund size (AUM) | $229M | $160M |
| Since | 2018 | 2019 |
| Dividend yield | 2.82% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.7% | +5.3% |
| CAGR 3Y | +3.0% | +5.2% |
| CAGR 5Y | +1.9% | +2.4% |
| Sharpe 3Y | -0.47 | 0.55 |
| Volatility 1Y | 0.79% | 2.05% |
| Max drawdown | -2.68% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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