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SKOR vs. FMHI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SKOR vs. FMHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and First Trust Municipal High Income ETF (FMHI). The values are adjusted to include any dividend payments, if applicable.

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SKOR vs. FMHI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
0.02%7.99%4.42%7.64%-9.88%-1.40%8.84%10.69%-1.25%0.01%
FMHI
First Trust Municipal High Income ETF
0.79%3.54%5.41%7.20%-14.67%7.58%4.09%10.34%2.50%1.08%

Returns By Period

In the year-to-date period, SKOR achieves a 0.02% return, which is significantly lower than FMHI's 0.79% return.


SKOR

1D
0.22%
1M
-0.78%
YTD
0.02%
6M
1.00%
1Y
5.53%
3Y*
5.54%
5Y*
1.95%
10Y*
2.90%

FMHI

1D
0.13%
1M
-0.58%
YTD
0.79%
6M
2.68%
1Y
4.25%
3Y*
4.82%
5Y*
1.10%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SKOR vs. FMHI - Expense Ratio Comparison

SKOR has a 0.22% expense ratio, which is lower than FMHI's 0.55% expense ratio.


Return for Risk

SKOR vs. FMHI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SKOR
SKOR Risk / Return Rank: 8080
Overall Rank
SKOR Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 8484
Sortino Ratio Rank
SKOR Omega Ratio Rank: 8181
Omega Ratio Rank
SKOR Calmar Ratio Rank: 7777
Calmar Ratio Rank
SKOR Martin Ratio Rank: 7777
Martin Ratio Rank

FMHI
FMHI Risk / Return Rank: 3636
Overall Rank
FMHI Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
FMHI Sortino Ratio Rank: 3737
Sortino Ratio Rank
FMHI Omega Ratio Rank: 5353
Omega Ratio Rank
FMHI Calmar Ratio Rank: 2525
Calmar Ratio Rank
FMHI Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SKOR vs. FMHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and First Trust Municipal High Income ETF (FMHI). 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.


SKORFMHIDifference

Sharpe ratio

Return per unit of total volatility

1.69

0.88

+0.81

Sortino ratio

Return per unit of downside risk

2.37

1.14

+1.23

Omega ratio

Gain probability vs. loss probability

1.33

1.21

+0.12

Calmar ratio

Return relative to maximum drawdown

2.50

0.78

+1.72

Martin ratio

Return relative to average drawdown

9.58

1.98

+7.59

SKOR vs. FMHI - Sharpe Ratio Comparison

The current SKOR Sharpe Ratio is 1.69, which is higher than the FMHI Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of SKOR and FMHI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SKORFMHIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.69

0.88

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.23

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.53

+0.09

Correlation

The correlation between SKOR and FMHI is 0.44, 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.


Dividends

SKOR vs. FMHI - Dividend Comparison

SKOR's dividend yield for the trailing twelve months is around 4.71%, more than FMHI's 4.24% yield.


TTM20252024202320222021202020192018201720162015
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.71%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%
FMHI
First Trust Municipal High Income ETF
4.24%4.16%4.01%3.89%3.57%2.87%3.13%3.33%3.46%0.30%0.00%0.00%

Drawdowns

SKOR vs. FMHI - Drawdown Comparison

The maximum SKOR drawdown since its inception was -15.98%, smaller than the maximum FMHI drawdown of -18.83%. Use the drawdown chart below to compare losses from any high point for SKOR and FMHI.


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Drawdown Indicators


SKORFMHIDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-18.83%

+2.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.23%

-4.89%

+2.66%

Max Drawdown (5Y)

Largest decline over 5 years

-15.13%

-18.83%

+3.70%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

Current Drawdown

Current decline from peak

-1.09%

-1.28%

+0.19%

Average Drawdown

Average peak-to-trough decline

-2.68%

-4.60%

+1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.58%

1.91%

-1.33%

Volatility

SKOR vs. FMHI - Volatility Comparison

FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and First Trust Municipal High Income ETF (FMHI) have volatilities of 1.37% and 1.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SKORFMHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

1.43%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

1.86%

1.98%

-0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

3.28%

4.85%

-1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.41%

4.75%

-0.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.91%

5.77%

-0.86%