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MEAR vs MFLX

iShares Short Maturity Municipal Bond Active ETF vs First Trust Flexible Municipal High Income ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

MFLX

First Trust Flexible Municipal High Income ETF

Annual cost

0.75%

Fund size

$19M

Key differences

Both MEAR and MFLX are fixed income ETFs. MEAR charges 0.26% a year and MFLX 0.75%. The main difference: MEAR costs 0.49% less per year.

  • MEAR costs 0.49% less per year.
  • MEAR is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MFLX has delivered higher annualized returns.

Side-by-side comparison

MEARMFLX
Annual cost (TER)0.26%0.75%
Fund size (AUM)$1.4B$19M
Since20152016
Dividend yield2.86%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.2%+9.2%
CAGR 3Y+3.5%+5.7%
CAGR 5Y+2.4%+0.0%
Sharpe 3Y-0.080.25
Volatility 1Y0.86%4.07%
Max drawdown-2.68%-26.76%

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

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