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FUMB vs SHYM

First Trust Ultra Short Duration Municipal ETF vs iShares Short Duration High Yield Muni Active ETF

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

Both FUMB and SHYM are fixed income ETFs. The main difference: Over the last three years, SHYM has delivered higher annualized returns.

  • Over the last three years, SHYM has delivered higher annualized returns.

Side-by-side comparison

FUMBSHYM
Annual cost (TER)0.29%
Fund size (AUM)$231M
Since2018
Dividend yield2.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+2.7%+5.0%
CAGR 3Y+3.0%+5.8%
CAGR 5Y+2.0%+1.0%
Sharpe 3Y-0.460.35
Volatility 1Y0.78%2.96%
Max drawdown-2.68%-22.55%

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

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