FMHI vs ISCG
Comparison between FIRST TRUST MUNICIPAL HIGH INCOME ETF (FMHI, ETF) and ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF).
5-Year PerformanceISCG has outperformed FMHI, delivering a return of +4.8% compared to +0.9%
FMHI vs ISCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMHI vs ISCG - Historical Returns
Returns include dividend reinvestment.
FMHI vs ISCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FMHI | ISCG |
|---|---|---|
| 2026 | +2.48% | +8.95% |
| 2025 | +3.38% | +12.81% |
| 2024 | +5.52% | +14.87% |
| 2023 | +7.03% | +23.65% |
| 2022 | -14.59% | -27.38% |
| 2021 | +7.78% | +0.42% |
| 2020 | +3.92% | +42.48% |
| 2019 | +10.38% | +28.07% |
| 2018 | +2.32% | -7.54% |
| 2017 | +1.08% | +24.76% |
| 2016 | N/A | +12.44% |
| 2015 | N/A | +1.02% |
| 2014 | N/A | +3.78% |
| 2013 | N/A | +38.12% |
| 2012 | N/A | +13.44% |
| 2011 | N/A | -2.86% |
| 2010 | N/A | +28.70% |
| 2009 | N/A | +29.95% |
| 2008 | N/A | -39.16% |
| 2007 | N/A | +11.34% |
| 2006 | N/A | +7.87% |
| 2005 | N/A | +7.65% |
| 2004 | N/A | +11.12% |
FMHI vs ISCG Drawdown Comparison
The maximum drawdown for FMHI was -18.83%, occurring on Oct 27, 2022. Recovery took 1008 trading sessions.
The maximum drawdown for ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.
The current FMHI drawdown is -0.08%. The current ISCG drawdown is -3.18%.
| Rank | FMHI | ISCG |
|---|---|---|
| #1 | -18.83% Dec 30, 2021 - Jan 7, 2026 | -57.72% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -16.66% Mar 6, 2020 - Dec 17, 2020 | -41.47% Feb 9, 2021 - Oct 27, 2025 |
| #3 | -2.35% Feb 26, 2026 - May 28, 2026 | -37.17% Feb 19, 2020 - Jul 15, 2020 |
| #4 | -1.96% Jul 19, 2021 - Dec 30, 2021 | -28.27% Sep 13, 2018 - Jan 13, 2020 |
| #5 | -1.92% Feb 12, 2021 - Apr 8, 2021 | -27.73% Jun 23, 2015 - Dec 8, 2016 |
| #6 | -1.83% Aug 31, 2018 - Dec 26, 2018 | -27.37% Jul 7, 2011 - Sep 6, 2012 |
| #7 | -1.76% Feb 22, 2018 - May 7, 2018 | -18.66% May 5, 2006 - Feb 20, 2007 |
| #8 | -1.73% Jan 3, 2018 - Feb 22, 2018 | -15.25% Jul 7, 2004 - Nov 3, 2004 |
| #9 | -1.40% Aug 30, 2019 - Oct 8, 2019 | -13.16% Dec 29, 2004 - Jul 11, 2005 |
| #10 | -1.02% Dec 7, 2017 - Jan 3, 2018 | -12.93% Mar 4, 2014 - Feb 5, 2015 |
| #11 | -0.80% Oct 8, 2019 - Nov 26, 2019 | -11.43% Jan 22, 2026 - Apr 17, 2026 |
| #12 | -0.62% Apr 11, 2019 - Apr 18, 2019 | -11.11% Sep 14, 2012 - Jan 7, 2013 |
| #13 | -0.59% Jul 31, 2018 - Aug 13, 2018 | -9.44% Apr 29, 2011 - Jul 7, 2011 |
| #14 | -0.52% May 7, 2018 - May 25, 2018 | -9.21% Jul 13, 2007 - Oct 1, 2007 |
| #15 | -0.49% Aug 23, 2018 - Aug 31, 2018 | -8.65% Feb 23, 2007 - Apr 13, 2007 |
Correlation
Correlation between FMHI and ISCG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
FMHI vs ISCG dividend yield comparison.
| Year | FMHI | ISCG |
|---|---|---|
| 2026 | 1.81% | 0.13% |
| 2025 | 4.16% | 0.61% |
| 2024 | 4.01% | 0.84% |
| 2023 | 3.89% | 0.77% |
| 2022 | 3.57% | 0.92% |
| 2021 | 2.87% | 0.62% |
| 2020 | 3.13% | 0.10% |
| 2019 | 3.33% | 0.27% |
| 2018 | 3.46% | 0.40% |
| 2017 | 0.30% | 0.52% |
| 2016 | 0.00% | 1.19% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 0.56% |
| 2013 | 0.00% | 0.53% |
| 2012 | 0.00% | 1.36% |
| 2011 | 0.00% | 0.31% |
| 2010 | 0.00% | 0.24% |
| 2009 | 0.00% | 0.09% |
| 2008 | 0.00% | 0.75% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.00% |
| 2005 | 0.00% | 0.01% |
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