Screener
LDSF vs FUMB
First Trust Low Duration Strategic Focus ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
- FUMB costs 0.48% less per year.
- LDSF follows a active selection strategy; FUMB uses index tracking.
- Over the last 3 years, LDSF has delivered higher annualized returns.
Side-by-side comparison
| LDSF | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.29% |
| Fund size (AUM) | $160M | $229M |
| Since | 2019 | 2018 |
| Dividend yield | 4.61% | 2.82% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +2.7% |
| CAGR 3Y | +5.2% | +3.0% |
| CAGR 5Y | +2.4% | +1.9% |
| Sharpe 3Y | 0.55 | -0.47 |
| Volatility 1Y | 2.05% | 0.79% |
| Max drawdown | -8.56% | -2.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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