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LMUB vs FSMB

iShares Long-Term National Muni Bd ETF vs First Trust Short Duration Managed Municipal ETF

LMUB

iShares Long-Term National Muni Bd ETF

Annual cost

0.09%

Fund size

$1.6B

FSMB

First Trust Short Duration Managed Municipal ETF

Annual cost

0.34%

Fund size

$611M

Key differences

Both LMUB and FSMB are fixed income ETFs. LMUB charges 0.09% a year and FSMB 0.34%. The main difference: LMUB follows a index tracking strategy; FSMB uses active selection.

  • LMUB follows a index tracking strategy; FSMB uses active selection.
  • LMUB costs 0.25% less per year.
  • FSMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LMUBFSMB
Annual cost (TER)0.09%0.34%
Fund size (AUM)$1.6B$611M
Since20252018
Dividend yield3.81%3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.3%+4.0%
CAGR 3YN/A+3.5%
CAGR 5YN/A+1.5%
Sharpe 3YN/A-0.03
Volatility 1Y4.18%1.40%
Max drawdown-5.51%-6.32%

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

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