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FMHI vs. SKOR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FMHI vs. SKOR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Municipal High Income ETF (FMHI) and FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR). The values are adjusted to include any dividend payments, if applicable.

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FMHI vs. SKOR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FMHI
First Trust Municipal High Income ETF
0.67%3.54%5.41%7.20%-14.67%7.58%4.09%10.34%2.50%1.08%
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
-0.20%7.99%4.42%7.64%-9.88%-1.40%8.84%10.69%-1.25%0.01%

Returns By Period

In the year-to-date period, FMHI achieves a 0.67% return, which is significantly higher than SKOR's -0.20% return.


FMHI

1D
0.40%
1M
-1.21%
YTD
0.67%
6M
2.57%
1Y
3.67%
3Y*
4.81%
5Y*
1.07%
10Y*

SKOR

1D
0.08%
1M
-1.05%
YTD
-0.20%
6M
0.86%
1Y
5.35%
3Y*
5.63%
5Y*
1.91%
10Y*
2.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FMHI vs. SKOR - Expense Ratio Comparison

FMHI has a 0.55% expense ratio, which is higher than SKOR's 0.22% expense ratio.


Return for Risk

FMHI vs. SKOR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FMHI
FMHI Risk / Return Rank: 3434
Overall Rank
FMHI Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FMHI Sortino Ratio Rank: 3131
Sortino Ratio Rank
FMHI Omega Ratio Rank: 4444
Omega Ratio Rank
FMHI Calmar Ratio Rank: 3232
Calmar Ratio Rank
FMHI Martin Ratio Rank: 2626
Martin Ratio Rank

SKOR
SKOR Risk / Return Rank: 8282
Overall Rank
SKOR Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 8383
Sortino Ratio Rank
SKOR Omega Ratio Rank: 8080
Omega Ratio Rank
SKOR Calmar Ratio Rank: 8282
Calmar Ratio Rank
SKOR Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FMHI vs. SKOR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Municipal High Income ETF (FMHI) and FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FMHISKORDifference

Sharpe ratio

Return per unit of total volatility

0.76

1.64

-0.88

Sortino ratio

Return per unit of downside risk

0.98

2.29

-1.31

Omega ratio

Gain probability vs. loss probability

1.18

1.32

-0.14

Calmar ratio

Return relative to maximum drawdown

0.86

2.47

-1.61

Martin ratio

Return relative to average drawdown

2.21

9.55

-7.34

FMHI vs. SKOR - Sharpe Ratio Comparison

The current FMHI Sharpe Ratio is 0.76, which is lower than the SKOR Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of FMHI and SKOR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FMHISKORDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

1.64

-0.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.43

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.62

-0.09

Correlation

The correlation between FMHI and SKOR is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FMHI vs. SKOR - Dividend Comparison

FMHI's dividend yield for the trailing twelve months is around 4.25%, less than SKOR's 4.72% yield.


TTM20252024202320222021202020192018201720162015
FMHI
First Trust Municipal High Income ETF
4.25%4.16%4.01%3.89%3.57%2.87%3.13%3.33%3.46%0.30%0.00%0.00%
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.72%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%

Drawdowns

FMHI vs. SKOR - Drawdown Comparison

The maximum FMHI drawdown since its inception was -18.83%, which is greater than SKOR's maximum drawdown of -15.98%. Use the drawdown chart below to compare losses from any high point for FMHI and SKOR.


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Drawdown Indicators


FMHISKORDifference

Max Drawdown

Largest peak-to-trough decline

-18.83%

-15.98%

-2.85%

Max Drawdown (1Y)

Largest decline over 1 year

-4.89%

-2.23%

-2.66%

Max Drawdown (5Y)

Largest decline over 5 years

-18.83%

-15.13%

-3.70%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

Current Drawdown

Current decline from peak

-1.41%

-1.30%

-0.11%

Average Drawdown

Average peak-to-trough decline

-4.60%

-2.68%

-1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

0.58%

+1.33%

Volatility

FMHI vs. SKOR - Volatility Comparison

First Trust Municipal High Income ETF (FMHI) has a higher volatility of 1.42% compared to FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) at 1.35%. This indicates that FMHI's price experiences larger fluctuations and is considered to be riskier than SKOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FMHISKORDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.42%

1.35%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

1.98%

1.86%

+0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

4.88%

3.28%

+1.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.75%

4.41%

+0.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.77%

4.91%

+0.86%