FMUB vs TRFM
Comparison between FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF (FMUB, ETF) and AAM TRANSFORMERS ETF (TRFM, ETF).
FMUB vs TRFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMUB
$212M
Winner
TRFM
$213M
Expense Ratio
Winner
FMUB
0.30%
TRFM
0.49%
Max Drawdown
Winner
FMUB
2.49%
TRFM
28.40%
Sharpe Ratio
FMUB
1.22
Winner
TRFM
1.73
5Y Beta
Winner
FMUB
0.05
TRFM
1.45
P/E Ratio
FMUB
N/A
TRFM
79.20
Forward P/E
FMUB
N/A
TRFM
29.49
PEG Ratio
FMUB
N/A
TRFM
0.11
5Y EPS CAGR
FMUB
N/A
TRFM
17.14%
FMUB vs TRFM - Historical Returns
Returns include dividend reinvestment.
1M
FMUB
+1.53%
Winner
TRFM
+11.89%
3M
FMUB
+1.33%
Winner
TRFM
+29.95%
6M
FMUB
+2.37%
Winner
TRFM
+32.90%
1Y
FMUB
+7.29%
Winner
TRFM
+52.79%
Max(CAGR)
FMUB
+7.45%
Winner
TRFM
+28.13%
FMUB vs TRFM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | FMUB | TRFM |
|---|---|---|
| 2026 | +2.04% | +28.80% |
| 2025 | +6.63% | +24.92% |
| 2024 | N/A | +23.50% |
| 2023 | N/A | +45.11% |
| 2022 | N/A | -7.38% |
FMUB vs TRFM Drawdown Comparison
The maximum drawdown for FMUB was -2.49%, occurring on Mar 27, 2026. Recovery took 67 trading sessions.
The maximum drawdown for TRFM was -28.40%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current TRFM drawdown is -0.61%.
| Rank | FMUB | TRFM |
|---|---|---|
| #1 | -2.49% Feb 27, 2026 - Jun 4, 2026 | -28.40% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -1.41% Apr 14, 2025 - Jun 12, 2025 | -26.91% Aug 15, 2022 - Jun 13, 2023 |
| #3 | -0.93% Apr 7, 2025 - Apr 11, 2025 | -18.43% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -0.70% Jul 2, 2025 - Aug 1, 2025 | -16.07% Jul 16, 2024 - Oct 11, 2024 |
| #5 | -0.47% Jan 9, 2026 - Feb 2, 2026 | -12.99% Jan 28, 2026 - Apr 13, 2026 |
| #6 | -0.42% Sep 22, 2025 - Oct 10, 2025 | -12.52% Oct 29, 2025 - Jan 28, 2026 |
| #7 | -0.39% Oct 22, 2025 - Nov 11, 2025 | -9.79% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.38% Nov 11, 2025 - Nov 25, 2025 | -8.57% Mar 7, 2024 - May 15, 2024 |
| #9 | -0.34% Nov 26, 2025 - Dec 29, 2025 | -7.84% Jul 21, 2022 - Aug 2, 2022 |
| #10 | -0.26% Jun 4, 2026 - Jun 16, 2026 | -6.84% Dec 6, 2024 - Jan 22, 2025 |
| #11 | -0.25% Aug 29, 2025 - Sep 3, 2025 | -5.93% Dec 28, 2023 - Feb 7, 2024 |
| #12 | -0.19% Jun 12, 2025 - Jun 17, 2025 | -5.66% Jun 15, 2023 - Jul 11, 2023 |
| #13 | -0.18% Jun 23, 2025 - Jun 30, 2025 | -4.95% May 11, 2026 - May 22, 2026 |
| #14 | -0.18% Aug 5, 2025 - Aug 11, 2025 | -4.83% Jan 23, 2025 - Feb 10, 2025 |
| #15 | -0.17% Aug 13, 2025 - Aug 22, 2025 | -4.52% Feb 15, 2024 - Mar 1, 2024 |
Correlation
Correlation between FMUB and TRFM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2025 - 2026)
FMUB vs TRFM dividend yield comparison.
| Year | FMUB | TRFM |
|---|---|---|
| 2026 | 1.33% | 0.00% |
| 2025 | 2.63% | 0.17% |
Select Stocks to Compare
Popular: FMUB vs SPYTRFM vs SPY
More Comparisons
Compare with similar stocks