BBAG vs FMHI

Comparison between JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF (BBAG, ETF) and FIRST TRUST MUNICIPAL HIGH INCOME ETF (FMHI, ETF).

5-Year PerformanceFMHI has outperformed BBAG, delivering a return of +0.4% compared to -0.4%

BBAG vs FMHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBAG(ETF)	FMHI(ETF)
Net Assets	$995M	$994M
Expense Ratio	0.03%	0.49%
Max Drawdown	23.99%	22.72%
Sharpe Ratio	-0.41	1.05
5Y Beta	0.05	0.02
5Y Dividends CAGR	12.66%	6.27%

Net Assets

Winner

BBAG

$995M

FMHI

$994M

Expense Ratio

Winner

BBAG

0.03%

FMHI

0.49%

Max Drawdown

BBAG

23.99%

Winner

FMHI

22.72%

Sharpe Ratio

BBAG

-0.41

Winner

FMHI

1.05

5Y Beta

BBAG

0.05

Winner

FMHI

0.02

5Y Dividends CAGR

Winner

BBAG

12.66%

FMHI

6.27%

BBAG vs FMHI - Historical Returns

Returns include dividend reinvestment.

Period	BBAG	FMHI
1 month	-0.10%	-0.84%
3 months	+0.03%	+0.60%
6 months	-1.66%	+0.15%
1 year	+2.49%	+7.56%
5 years(CAGR)	-0.42%	+0.38%
10 years(CAGR)	N/A	+3.04%
Max(CAGR)	+1.73%	+3.04%

Winner

BBAG

-0.10%

FMHI

-0.84%

BBAG

+0.03%

Winner

FMHI

+0.60%

BBAG

-1.66%

Winner

FMHI

+0.15%

BBAG

+2.49%

Winner

FMHI

+7.56%

5Y(CAGR)

BBAG

-0.42%

Winner

FMHI

+0.38%

10Y(CAGR)

BBAG

N/A

FMHI

+3.04%

Max(CAGR)

BBAG

+1.73%

Winner

FMHI

+3.04%

BBAG vs FMHI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BBAG	FMHI
2026	-0.25%	+1.69%
2025	+7.20%	+3.38%
2024	+1.62%	+5.52%
2023	+4.81%	+7.03%
2022	-12.62%	-14.59%
2021	-1.75%	+7.78%
2020	+6.90%	+3.92%
2019	+8.08%	+10.38%
2018	+1.00%	+2.32%
2017	N/A	+1.08%

BBAG vs FMHI Drawdown Comparison

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for FMHI was -18.83%, occurring on Oct 27, 2022. Recovery took 1008 trading sessions.

The current BBAG drawdown is -3.34%. The current FMHI drawdown is -1.74%.

Rank	BBAG	FMHI
#1	-18.74% Aug 6, 2020 - Oct 21, 2022	-18.83% Dec 30, 2021 - Jan 7, 2026
#2	-9.69% Mar 9, 2020 - Jun 10, 2020	-16.66% Mar 6, 2020 - Dec 17, 2020
#3	-2.18% Sep 4, 2019 - Jan 22, 2020	-2.35% Feb 26, 2026 - May 28, 2026
#4	-0.90% Jan 3, 2019 - Jan 31, 2019	-1.96% Jul 19, 2021 - Dec 30, 2021
#5	-0.88% Jul 3, 2019 - Aug 1, 2019	-1.92% Feb 12, 2021 - Apr 8, 2021
#6	-0.78% Mar 27, 2019 - May 13, 2019	-1.91% Jul 2, 2026 - Jul 23, 2026
#7	-0.74% Jan 31, 2020 - Feb 20, 2020	-1.83% Aug 31, 2018 - Dec 26, 2018
#8	-0.63% Aug 15, 2019 - Aug 27, 2019	-1.76% Feb 22, 2018 - May 7, 2018
#9	-0.60% Feb 26, 2019 - Mar 7, 2019	-1.73% Jan 3, 2018 - Feb 22, 2018
#10	-0.43% Jan 31, 2019 - Feb 7, 2019	-1.40% Aug 30, 2019 - Oct 8, 2019
#11	-0.43% Dec 19, 2018 - Dec 28, 2018	-1.02% Dec 7, 2017 - Jan 3, 2018
#12	-0.39% Feb 8, 2019 - Feb 19, 2019	-0.80% Oct 8, 2019 - Nov 26, 2019
#13	-0.31% May 15, 2019 - May 23, 2019	-0.62% Apr 11, 2019 - Apr 18, 2019
#14	-0.29% Jun 11, 2020 - Jun 19, 2020	-0.59% Jul 31, 2018 - Aug 13, 2018
#15	-0.27% Jun 3, 2019 - Jun 13, 2019	-0.52% May 7, 2018 - May 25, 2018