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Screener

SCMB vs FMHI

Schwab Municipal Bond ETF vs First Trust Municipal High Income ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

FMHI

First Trust Municipal High Income ETF

Annual cost

0.49%

Fund size

$976M

Key differences

Both SCMB and FMHI are fixed income ETFs. SCMB charges 0.03% a year and FMHI 0.49%. The main difference: SCMB costs 0.46% less per year.

  • SCMB costs 0.46% less per year.
  • SCMB is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FMHI has delivered higher annualized returns.
  • FMHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBFMHI
Annual cost (TER)0.03%0.49%
Fund size (AUM)$3.9B$976M
Since20222017
Dividend yield3.56%4.26%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+8.3%
CAGR 3Y+3.3%+5.5%
CAGR 5YN/A+0.9%
Sharpe 3Y-0.050.40
Volatility 1Y2.89%3.07%
Max drawdown-6.13%-18.83%

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

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