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FUMB vs TAFM

First Trust Ultra Short Duration Municipal ETF vs AB Tax-Aware Intermediate Municipal ETF

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

Both FUMB and TAFM are fixed income ETFs. FUMB charges 0.29% a year and TAFM 0.28%. The main difference: FUMB has a longer track record, which may reduce uncertainty around long-term behavior.

  • FUMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FUMBTAFM
Annual cost (TER)0.29%0.28%
Fund size (AUM)$231M$612M
Since20182023
Dividend yield2.80%3.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+2.7%+7.4%
CAGR 3Y+3.0%N/A
CAGR 5Y+2.0%N/A
Sharpe 3Y-0.46N/A
Volatility 1Y0.78%3.13%
Max drawdown-2.68%-4.74%

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

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