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IGEB vs FMUN

iShares Investment Grade Systematic Bond ETF vs Fidelity Systematic Municipal Bond Index ETF

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

FMUN

Fidelity Systematic Municipal Bond Index ETF

Annual cost

0.05%

Fund size

$181M

Key differences

Both IGEB and FMUN are fixed income ETFs. IGEB charges 0.18% a year and FMUN 0.05%. The main difference: FMUN costs 0.13% less per year.

  • FMUN costs 0.13% less per year.
  • IGEB is much larger than FMUN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IGEBFMUN
Annual cost (TER)0.18%0.05%
Fund size (AUM)$1.4B$181M
Since20172019
Dividend yield5.01%3.30%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+7.3%
CAGR 3Y+6.2%N/A
CAGR 5Y+1.2%N/A
Sharpe 3Y0.46N/A
Volatility 1Y4.17%3.14%
Max drawdown-21.13%-3.21%

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

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