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SCMB vs FMB

Schwab Municipal Bond ETF vs First Trust Managed Municipal ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

FMB

First Trust Managed Municipal ETF

Annual cost

0.39%

Fund size

$2.0B

Key differences

Both SCMB and FMB are fixed income ETFs. SCMB charges 0.03% a year and FMB 0.39%. The main difference: SCMB costs 0.36% less per year.

  • SCMB costs 0.36% less per year.
  • FMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBFMB
Annual cost (TER)0.03%0.39%
Fund size (AUM)$3.9B$2.0B
Since20222014
Dividend yield3.56%3.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+6.9%
CAGR 3Y+3.3%+4.0%
CAGR 5YN/A+0.7%
Sharpe 3Y-0.050.11
Volatility 1Y2.89%2.63%
Max drawdown-6.13%-14.16%

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

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