FTCS vs. FMB
Compare and contrast key facts about First Trust Capital Strength ETF (FTCS) and First Trust Managed Municipal ETF (FMB).
FTCS and FMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTCS is a passively managed fund by First Trust that tracks the performance of the The NASDAQ Capital Strength Index. It was launched on Jul 6, 2006. FMB is an actively managed fund by First Trust. It was launched on May 13, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTCS or FMB.
Correlation
The correlation between FTCS and FMB is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTCS vs. FMB - Performance Comparison
Key characteristics
FTCS:
0.50
FMB:
0.20
FTCS:
0.79
FMB:
0.29
FTCS:
1.11
FMB:
1.04
FTCS:
0.54
FMB:
0.16
FTCS:
1.94
FMB:
0.71
FTCS:
3.51%
FMB:
1.28%
FTCS:
13.60%
FMB:
4.42%
FTCS:
-53.63%
FMB:
-14.16%
FTCS:
-6.93%
FMB:
-4.34%
Returns By Period
In the year-to-date period, FTCS achieves a -0.80% return, which is significantly higher than FMB's -1.52% return. Over the past 10 years, FTCS has outperformed FMB with an annualized return of 9.93%, while FMB has yielded a comparatively lower 2.23% annualized return.
FTCS
-0.80%
-2.44%
-2.98%
6.82%
11.09%
9.93%
FMB
-1.52%
-0.95%
-1.25%
1.26%
1.36%
2.23%
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FTCS vs. FMB - Expense Ratio Comparison
FTCS has a 0.56% expense ratio, which is higher than FMB's 0.50% expense ratio.
Risk-Adjusted Performance
FTCS vs. FMB — Risk-Adjusted Performance Rank
FTCS
FMB
FTCS vs. FMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Capital Strength ETF (FTCS) and First Trust Managed Municipal ETF (FMB). 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
FTCS vs. FMB - Dividend Comparison
FTCS's dividend yield for the trailing twelve months is around 1.34%, less than FMB's 3.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCS First Trust Capital Strength ETF | 1.34% | 1.33% | 1.47% | 1.23% | 1.05% | 0.93% | 1.26% | 1.26% | 1.15% | 1.43% | 1.50% | 2.01% |
FMB First Trust Managed Municipal ETF | 3.35% | 3.22% | 2.98% | 2.47% | 1.96% | 2.19% | 2.47% | 2.58% | 2.49% | 2.93% | 3.07% | 1.70% |
Drawdowns
FTCS vs. FMB - Drawdown Comparison
The maximum FTCS drawdown since its inception was -53.63%, which is greater than FMB's maximum drawdown of -14.16%. Use the drawdown chart below to compare losses from any high point for FTCS and FMB. For additional features, visit the drawdowns tool.
Volatility
FTCS vs. FMB - Volatility Comparison
First Trust Capital Strength ETF (FTCS) has a higher volatility of 9.55% compared to First Trust Managed Municipal ETF (FMB) at 2.89%. This indicates that FTCS's price experiences larger fluctuations and is considered to be riskier than FMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.