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FUMB vs MEAR

First Trust Ultra Short Duration Municipal ETF vs iShares Short Maturity Municipal Bond Active ETF

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both FUMB and MEAR are fixed income ETFs. FUMB charges 0.29% a year and MEAR 0.26%. The main difference: MEAR is much larger than FUMB. Larger funds are usually more liquid and less likely to close.

  • MEAR is much larger than FUMB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FUMBMEAR
Annual cost (TER)0.29%0.26%
Fund size (AUM)$231M$1.4B
Since20182015
Dividend yield2.80%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+2.7%+3.2%
CAGR 3Y+3.0%+3.5%
CAGR 5Y+2.0%+2.4%
Sharpe 3Y-0.46-0.08
Volatility 1Y0.78%0.86%
Max drawdown-2.68%-2.68%

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

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