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MEAR vs FMB

iShares Short Maturity Municipal Bond Active ETF vs First Trust Managed Municipal ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

FMB

First Trust Managed Municipal ETF

Annual cost

0.39%

Fund size

$2.0B

Key differences

Both MEAR and FMB are fixed income ETFs. MEAR charges 0.26% a year and FMB 0.39%. The main difference: MEAR follows a active selection strategy; FMB uses index tracking.

  • MEAR follows a active selection strategy; FMB uses index tracking.
  • MEAR costs 0.13% less per year.

Side-by-side comparison

MEARFMB
Annual cost (TER)0.26%0.39%
Fund size (AUM)$1.4B$2.0B
Since20152014
Dividend yield2.86%3.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.2%+6.9%
CAGR 3Y+3.5%+4.0%
CAGR 5Y+2.4%+0.7%
Sharpe 3Y-0.080.11
Volatility 1Y0.86%2.63%
Max drawdown-2.68%-14.16%

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

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