Screener
LMBS vs FUMB
First Trust Low Duration Opportunities ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
- FUMB costs 0.37% less per year.
- LMBS is significantly larger than FUMB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, LMBS has delivered higher annualized returns.
Side-by-side comparison
| LMBS | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.29% |
| Fund size (AUM) | $6.2B | $229M |
| Since | 2014 | 2018 |
| Dividend yield | 4.09% | 2.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.4% | +2.7% |
| CAGR 3Y | +5.6% | +3.0% |
| CAGR 5Y | +3.0% | +1.9% |
| Sharpe 3Y | 0.75 | -0.47 |
| Volatility 1Y | 1.96% | 0.79% |
| Max drawdown | -6.48% | -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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