Screener
UCON vs FMHI
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Municipal High Income ETF
Key differences
Both UCON and FMHI are fixed income ETFs. UCON charges 0.86% a year and FMHI 0.49%. The main difference: UCON follows a active selection strategy; FMHI uses index tracking.
- UCON follows a active selection strategy; FMHI uses index tracking.
- FMHI costs 0.37% less per year.
- UCON is much larger than FMHI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| UCON | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.49% |
| Fund size (AUM) | $3.3B | $976M |
| Since | 2018 | 2017 |
| Dividend yield | 4.66% | 4.26% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.5% | +8.5% |
| CAGR 3Y | +5.6% | +5.3% |
| CAGR 5Y | +2.7% | +0.9% |
| Sharpe 3Y | 0.53 | 0.36 |
| Volatility 1Y | 2.97% | 3.07% |
| Max drawdown | -15.31% | -18.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.