Screener
FUMB vs LMBS
First Trust Ultra Short Duration Municipal ETF vs First Trust Low Duration Opportunities ETF
Key differences
- FUMB costs 0.37% less per year.
- LMBS is significantly larger than FUMB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, LMBS has delivered higher annualized returns.
Side-by-side comparison
| FUMB | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.66% |
| Fund size (AUM) | $229M | $6.2B |
| Since | 2018 | 2014 |
| Dividend yield | 2.82% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.7% | +6.4% |
| CAGR 3Y | +3.0% | +5.6% |
| CAGR 5Y | +1.9% | +3.0% |
| Sharpe 3Y | -0.47 | 0.75 |
| Volatility 1Y | 0.79% | 1.96% |
| Max drawdown | -2.68% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FUMB and LMBS
Explore further