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SHYM vs FSMB

iShares Short Duration High Yield Muni Active ETF vs First Trust Short Duration Managed Municipal ETF

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

FSMB

First Trust Short Duration Managed Municipal ETF

Annual cost

0.34%

Fund size

$611M

Key differences

Both SHYM and FSMB are fixed income ETFs. The main difference: Over the last three years, SHYM has delivered higher annualized returns.

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

Side-by-side comparison

SHYMFSMB
Annual cost (TER)0.34%
Fund size (AUM)$611M
Since2018
Dividend yield3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.0%+4.0%
CAGR 3Y+5.8%+3.5%
CAGR 5Y+1.0%+1.5%
Sharpe 3Y0.35-0.03
Volatility 1Y2.96%1.40%
Max drawdown-22.55%-6.32%

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

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