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SHYM vs FLTB

iShares Short Duration High Yield Muni Active ETF vs Fidelity Limited Term Bond ETF

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

FLTB

Fidelity Limited Term Bond ETF

Annual cost

0.25%

Fund size

$401M

Key differences

Both SHYM and FLTB are fixed income ETFs. The main difference: SHYM follows a active selection strategy; FLTB uses index tracking.

  • SHYM follows a active selection strategy; FLTB uses index tracking.

Side-by-side comparison

SHYMFLTB
Annual cost (TER)0.25%
Fund size (AUM)$401M
Since2014
Dividend yield4.36%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.8%+4.2%
CAGR 3Y+5.8%+5.3%
CAGR 5Y+1.1%+2.2%
Sharpe 3Y0.350.68
Volatility 1Y2.97%2.12%
Max drawdown-22.55%-9.37%

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

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