Screener
UCON vs FMB
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Managed Municipal ETF
Key differences
Both UCON and FMB are fixed income ETFs. UCON charges 0.86% a year and FMB 0.39%. The main difference: UCON follows a active selection strategy; FMB uses index tracking.
- UCON follows a active selection strategy; FMB uses index tracking.
- FMB costs 0.47% less per year.
- Over the last three years, UCON has delivered higher annualized returns.
Side-by-side comparison
| UCON | FMB | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.39% |
| Fund size (AUM) | $3.3B | $2.0B |
| Since | 2018 | 2014 |
| Dividend yield | 4.66% | 3.51% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +6.9% |
| CAGR 3Y | +5.6% | +3.9% |
| CAGR 5Y | +2.7% | +0.7% |
| Sharpe 3Y | 0.53 | 0.08 |
| Volatility 1Y | 2.97% | 2.63% |
| Max drawdown | -15.31% | -14.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.