FPFD vs. MUB
Compare and contrast key facts about Fidelity Preferred Securities & Income ETF (FPFD) and iShares National AMT-Free Muni Bond ETF (MUB).
FPFD and MUB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FPFD is an actively managed fund by Fidelity. It was launched on Jun 15, 2021. MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPFD or MUB.
Correlation
The correlation between FPFD and MUB is 0.48, 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.
Performance
FPFD vs. MUB - Performance Comparison
Key characteristics
FPFD:
1.84
MUB:
0.55
FPFD:
2.67
MUB:
0.78
FPFD:
1.34
MUB:
1.10
FPFD:
1.05
MUB:
0.45
FPFD:
5.96
MUB:
1.95
FPFD:
1.25%
MUB:
1.05%
FPFD:
4.06%
MUB:
3.76%
FPFD:
-20.83%
MUB:
-13.68%
FPFD:
-1.53%
MUB:
-1.08%
Returns By Period
In the year-to-date period, FPFD achieves a 1.12% return, which is significantly higher than MUB's 0.53% return.
FPFD
1.12%
0.54%
1.49%
7.32%
N/A
N/A
MUB
0.53%
0.70%
0.61%
2.07%
0.66%
2.07%
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FPFD vs. MUB - Expense Ratio Comparison
FPFD has a 0.59% expense ratio, which is higher than MUB's 0.07% expense ratio.
Risk-Adjusted Performance
FPFD vs. MUB — Risk-Adjusted Performance Rank
FPFD
MUB
FPFD vs. MUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Preferred Securities & Income ETF (FPFD) and iShares National AMT-Free Muni Bond ETF (MUB). 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.
Dividends
FPFD vs. MUB - Dividend Comparison
FPFD's dividend yield for the trailing twelve months is around 4.91%, more than MUB's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPFD Fidelity Preferred Securities & Income ETF | 4.91% | 4.89% | 5.09% | 5.22% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MUB iShares National AMT-Free Muni Bond ETF | 3.01% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% |
Drawdowns
FPFD vs. MUB - Drawdown Comparison
The maximum FPFD drawdown since its inception was -20.83%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for FPFD and MUB. For additional features, visit the drawdowns tool.
Volatility
FPFD vs. MUB - Volatility Comparison
The current volatility for Fidelity Preferred Securities & Income ETF (FPFD) is 0.96%, while iShares National AMT-Free Muni Bond ETF (MUB) has a volatility of 1.12%. This indicates that FPFD experiences smaller price fluctuations and is considered to be less risky than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.