MUB vs. FUMB
Compare and contrast key facts about iShares National AMT-Free Muni Bond ETF (MUB) and First Trust Ultra Short Duration Municipal ETF (FUMB).
MUB and FUMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FUMB is an actively managed fund by First Trust. It was launched on Nov 1, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUB or FUMB.
Correlation
The correlation between MUB and FUMB 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
MUB vs. FUMB - Performance Comparison
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Key characteristics
MUB:
4.66%
FUMB:
0.76%
MUB:
-0.33%
FUMB:
0.00%
MUB:
-0.24%
FUMB:
0.00%
Returns By Period
MUB
N/A
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FUMB
N/A
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MUB vs. FUMB - Expense Ratio Comparison
MUB has a 0.07% expense ratio, which is lower than FUMB's 0.35% expense ratio.
Risk-Adjusted Performance
MUB vs. FUMB — Risk-Adjusted Performance Rank
MUB
FUMB
MUB vs. FUMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares National AMT-Free Muni Bond ETF (MUB) and First Trust Ultra Short Duration Municipal ETF (FUMB). 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
MUB vs. FUMB - Dividend Comparison
MUB's dividend yield for the trailing twelve months is around 3.14%, more than FUMB's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
MUB vs. FUMB - Drawdown Comparison
The maximum MUB drawdown since its inception was -0.33%, which is greater than FUMB's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for MUB and FUMB. For additional features, visit the drawdowns tool.
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Volatility
MUB vs. FUMB - Volatility Comparison
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