FUMB vs. FALN
Compare and contrast key facts about First Trust Ultra Short Duration Municipal ETF (FUMB) and iShares Fallen Angels USD Bond ETF (FALN).
FUMB and FALN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUMB is an actively managed fund by First Trust. It was launched on Nov 1, 2018. FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUMB or FALN.
Correlation
The correlation between FUMB and FALN is -0.11. 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
FUMB vs. FALN - Performance Comparison
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Key characteristics
FUMB:
0.76%
FALN:
4.13%
FUMB:
0.00%
FALN:
-0.50%
FUMB:
0.00%
FALN:
-0.38%
Returns By Period
FUMB
N/A
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FALN
N/A
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FUMB vs. FALN - Expense Ratio Comparison
FUMB has a 0.35% expense ratio, which is higher than FALN's 0.25% expense ratio.
Risk-Adjusted Performance
FUMB vs. FALN — Risk-Adjusted Performance Rank
FUMB
FALN
FUMB vs. FALN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Ultra Short Duration Municipal ETF (FUMB) and iShares Fallen Angels USD Bond ETF (FALN). 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.
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Dividends
FUMB vs. FALN - Dividend Comparison
FUMB's dividend yield for the trailing twelve months is around 3.00%, less than FALN's 6.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUMB First Trust Ultra Short Duration Municipal ETF | 3.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FALN iShares Fallen Angels USD Bond ETF | 6.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUMB vs. FALN - Drawdown Comparison
The maximum FUMB drawdown since its inception was 0.00%, smaller than the maximum FALN drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for FUMB and FALN. For additional features, visit the drawdowns tool.
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Volatility
FUMB vs. FALN - Volatility Comparison
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