FUMB vs. MUB
Compare and contrast key facts about First Trust Ultra Short Duration Municipal ETF (FUMB) and iShares National AMT-Free Muni Bond ETF (MUB).
FUMB and MUB 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. 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: FUMB or MUB.
Correlation
The correlation between FUMB and MUB 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. MUB - Performance Comparison
Loading data...
Key characteristics
FUMB:
0.76%
MUB:
4.66%
FUMB:
0.00%
MUB:
-0.33%
FUMB:
0.00%
MUB:
-0.24%
Returns By Period
FUMB
N/A
N/A
N/A
N/A
N/A
N/A
MUB
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FUMB vs. MUB - Expense Ratio Comparison
FUMB has a 0.35% expense ratio, which is higher than MUB's 0.07% expense ratio.
Risk-Adjusted Performance
FUMB vs. MUB — Risk-Adjusted Performance Rank
FUMB
MUB
FUMB vs. MUB - 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 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.
Loading data...
Dividends
FUMB vs. MUB - Dividend Comparison
FUMB's dividend yield for the trailing twelve months is around 3.00%, less than MUB's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
MUB iShares National AMT-Free Muni Bond ETF | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUMB vs. MUB - Drawdown Comparison
The maximum FUMB drawdown since its inception was 0.00%, smaller than the maximum MUB drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for FUMB and MUB. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FUMB vs. MUB - Volatility Comparison
Loading data...