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MEAR vs FUMB

iShares Short Maturity Municipal Bond Active ETF vs First Trust Ultra Short Duration Municipal ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

Key differences

Both MEAR and FUMB are fixed income ETFs. MEAR charges 0.26% a year and FUMB 0.29%. The main difference: MEAR is much larger than FUMB. Larger funds are usually more liquid and less likely to close.

  • MEAR is much larger than FUMB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MEARFUMB
Annual cost (TER)0.26%0.29%
Fund size (AUM)$1.4B$231M
Since20152018
Dividend yield2.86%2.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.2%+2.7%
CAGR 3Y+3.5%+3.0%
CAGR 5Y+2.4%+2.0%
Sharpe 3Y-0.08-0.46
Volatility 1Y0.86%0.78%
Max drawdown-2.68%-2.68%

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

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