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SHYM vs FUMB

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

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

FUMB

First Trust Ultra Short Duration Municipal ETF

Annual cost

0.29%

Fund size

$231M

Key differences

Both SHYM and FUMB 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

SHYMFUMB
Annual cost (TER)0.29%
Fund size (AUM)$231M
Since2018
Dividend yield2.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.0%+2.7%
CAGR 3Y+5.8%+3.0%
CAGR 5Y+1.0%+2.0%
Sharpe 3Y0.35-0.46
Volatility 1Y2.96%0.78%
Max drawdown-22.55%-2.68%

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

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