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SDSI vs FUMB

American Century Short Duration Strategic Income ETF vs First Trust Ultra Short Duration Municipal ETF

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

Key differences

Both SDSI and FUMB are fixed income ETFs. SDSI charges 0.32% a year and FUMB 0.29%. The main difference: Over the last three years, SDSI has delivered higher annualized returns.

  • Over the last three years, SDSI has delivered higher annualized returns.

Side-by-side comparison

SDSIFUMB
Annual cost (TER)0.32%0.29%
Fund size (AUM)$218M$231M
Since20222018
Dividend yield4.84%2.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.8%+2.7%
CAGR 3Y+5.7%+3.0%
CAGR 5YN/A+2.0%
Sharpe 3Y0.94-0.46
Volatility 1Y1.65%0.78%
Max drawdown-1.29%-2.68%

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

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