FMB vs BBMC

Comparison between FIRST TRUST MANAGED MUNICIPAL ETF (FMB, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).

5-Year PerformanceBBMC has outperformed FMB, delivering a return of +8.1% compared to +0.6%

FMB vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FMB(ETF)	BBMC(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.39%	0.07%
Max Drawdown	16.84%	30.54%
Sharpe Ratio	1.13	1.54
5Y Beta	0.02	1.04
P/E Ratio	N/A	34.04
Forward P/E	N/A	17.60
5Y Dividends CAGR	8.25%	20.05%
5Y EPS CAGR	N/A	10.92%
Debt to Equity	N/A	30.99%
P/S Ratio	N/A	1.75
P/B Ratio	N/A	2.83

Net Assets

FMB

$2B

Winner

BBMC

$2.10B

Expense Ratio

FMB

0.39%

Winner

BBMC

0.07%

Max Drawdown

Winner

FMB

16.84%

BBMC

30.54%

Sharpe Ratio

FMB

1.13

Winner

BBMC

1.54

5Y Beta

Winner

FMB

0.02

BBMC

1.04

P/E Ratio

FMB

N/A

BBMC

34.04

Forward P/E

FMB

N/A

BBMC

17.60

5Y Dividends CAGR

FMB

8.25%

Winner

BBMC

20.05%

5Y EPS CAGR

FMB

N/A

BBMC

10.92%

Debt to Equity

FMB

N/A

BBMC

30.99%

P/S Ratio

FMB

N/A

BBMC

1.75

P/B Ratio

FMB

N/A

BBMC

2.83

FMB vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	FMB	BBMC
1 month	+0.65%	+4.12%
3 months	+1.02%	+16.03%
6 months	+2.21%	+16.20%
1 year	+6.60%	+32.62%
5 years(CAGR)	+0.63%	+8.15%
10 years(CAGR)	+2.27%	N/A
Max(CAGR)	+2.96%	+17.86%

FMB

+0.65%

Winner

BBMC

+4.12%

FMB

+1.02%

Winner

BBMC

+16.03%

FMB

+2.21%

Winner

BBMC

+16.20%

FMB

+6.60%

Winner

BBMC

+32.62%

5Y(CAGR)

FMB

+0.63%

Winner

BBMC

+8.15%

10Y(CAGR)

FMB

+2.27%

BBMC

N/A

Max(CAGR)

FMB

+2.96%

Winner

BBMC

+17.86%

FMB vs BBMC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FMB	BBMC
2026	+1.67%	+15.99%
2025	+3.55%	+12.44%
2024	+2.11%	+15.88%
2023	+6.09%	+19.07%
2022	-9.81%	-20.05%
2021	+2.41%	+19.73%
2020	+4.36%	+61.97%
2019	+8.01%	N/A
2018	+1.23%	N/A
2017	+7.24%	N/A
2016	+1.40%	N/A
2015	+4.50%	N/A
2014	+4.26%	N/A

FMB vs BBMC Drawdown Comparison

The maximum drawdown for FMB was -14.16%, occurring on Oct 26, 2022. Recovery took 1067 trading sessions.

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The current FMB drawdown is -0.49%.

Rank	FMB	BBMC
#1	-14.16% Jul 19, 2021 - Oct 16, 2025	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-13.92% Mar 6, 2020 - Dec 3, 2020	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-6.01% Sep 7, 2016 - Jun 6, 2017	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-2.73% Feb 27, 2026 - Mar 26, 2026	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-2.10% Feb 10, 2021 - May 25, 2021	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-2.01% Aug 15, 2018 - Dec 7, 2018	-7.21% Apr 29, 2020 - May 20, 2020
#7	-2.00% Apr 14, 2015 - Oct 7, 2015	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-1.96% Dec 6, 2017 - Jul 13, 2018	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-1.59% Jan 28, 2015 - Mar 19, 2015	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-1.51% Oct 30, 2014 - Dec 12, 2014	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-1.48% Sep 3, 2019 - Oct 8, 2019	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-1.34% Oct 8, 2019 - Jan 3, 2020	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-1.20% May 16, 2014 - Jun 26, 2014	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-1.16% Jun 26, 2014 - Jul 28, 2014	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-1.05% Feb 19, 2016 - Apr 4, 2016	-4.22% May 6, 2026 - May 26, 2026

Correlation

Correlation between FMB and BBMC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2014 - 2026)

FMB vs BBMC dividend yield comparison.

Year	FMB	BBMC
2026	1.51%	0.18%
2025	3.37%	1.25%
2024	3.22%	1.31%
2023	2.98%	1.36%
2022	2.47%	1.48%
2021	1.96%	0.87%
2020	2.19%	0.69%
2019	2.47%	0.00%
2018	2.58%	0.00%
2017	2.49%	0.00%
2016	2.93%	0.00%
2015	3.07%	0.00%
2014	1.70%	0.00%