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FSMB vs PBW

Comparison between FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF (FSMB, ETF) and INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF).

5-Year PerformanceFSMB has outperformed PBW, delivering a return of +1.5% compared to -12.8%

FSMB vs PBW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FSMB
$611M
PBW
$610M
Expense Ratio
Winner
FSMB
0.34%
PBW
0.64%
Max Drawdown
Winner
FSMB
7.98%
PBW
90.65%
Sharpe Ratio
FSMB
0.14
Winner
PBW
1.82
5Y Beta
Winner
FSMB
-0.01
PBW
1.60
P/E Ratio
FSMB
N/A
PBW
-25.11
Forward P/E
FSMB
N/A
PBW
16.61
5Y Dividends CAGR
Winner
FSMB
14.01%
PBW
-14.55%
5Y EPS CAGR
FSMB
N/A
PBW
18.59%
Debt to Equity
FSMB
N/A
PBW
111.27%
P/S Ratio
FSMB
N/A
PBW
0.71
P/B Ratio
FSMB
N/A
PBW
2.62

FSMB vs PBW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FSMB
+0.42%
PBW
-2.26%
3M
FSMB
+0.32%
Winner
PBW
+24.08%
6M
FSMB
+1.43%
Winner
PBW
+27.34%
1Y
FSMB
+3.87%
Winner
PBW
+106.59%
5Y(CAGR)
Winner
FSMB
+1.47%
PBW
-12.79%
10Y(CAGR)
FSMB
N/A
PBW
+10.02%
Max(CAGR)
Winner
FSMB
+2.18%
PBW
-1.60%

FSMB vs PBW - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearFSMBPBW
2026+1.15%+24.19%
2025+4.14%+47.45%
2024+2.35%-28.81%
2023+3.49%-17.97%
2022-3.93%-45.69%
2021+1.17%-30.10%
2020+3.44%+199.41%
2019+3.90%+60.55%
2018+0.61%-15.63%
2017N/A+38.77%
2016N/A-18.98%
2015N/A-8.61%
2014N/A-17.37%
2013N/A+54.06%
2012N/A-19.28%
2011N/A-51.25%
2010N/A-8.46%
2009N/A+21.29%
2008N/A-68.62%
2007N/A+60.80%
2006N/A+5.06%
2005N/A+3.72%

FSMB vs PBW Drawdown Comparison

The maximum drawdown for FSMB was -6.32%, occurring on Mar 20, 2020. Recovery took 91 trading sessions.

The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current FSMB drawdown is -0.22%. The current PBW drawdown is -66.80%.

RankFSMBPBW
#1-6.32%
Mar 6, 2020 - Jul 16, 2020
-89.01%
Feb 9, 2021 - Apr 8, 2025
#2-5.97%
Jul 28, 2021 - Jul 9, 2024
-87.01%
Dec 26, 2007 - Jan 7, 2021
#3-1.76%
Apr 3, 2025 - Jun 4, 2025
-31.07%
May 8, 2006 - Oct 5, 2007
#4-1.29%
Feb 26, 2026 - Mar 24, 2026
-18.89%
Mar 7, 2005 - Jul 26, 2005
#5-0.93%
Feb 10, 2021 - Apr 15, 2021
-17.63%
Sep 12, 2005 - Jan 19, 2006
#6-0.82%
Oct 2, 2024 - Nov 27, 2024
-14.44%
Nov 8, 2007 - Dec 10, 2007
#7-0.80%
Dec 9, 2024 - Jan 30, 2025
-8.99%
Jan 22, 2021 - Feb 8, 2021
#8-0.63%
Aug 11, 2020 - Nov 4, 2020
-8.26%
Feb 27, 2006 - Mar 29, 2006
#9-0.55%
Mar 10, 2025 - Apr 3, 2025
-6.79%
Jan 12, 2021 - Jan 21, 2021
#10-0.53%
Aug 28, 2019 - Oct 9, 2019
-5.03%
Aug 3, 2005 - Aug 29, 2005
#11-0.39%
Sep 17, 2025 - Nov 26, 2025
-4.98%
Apr 24, 2006 - May 5, 2006
#12-0.30%
Feb 6, 2025 - Feb 21, 2025
-4.64%
Dec 14, 2007 - Dec 19, 2007
#13-0.29%
Nov 1, 2019 - Nov 21, 2019
-4.20%
Jan 31, 2006 - Feb 24, 2006
#14-0.27%
Apr 19, 2021 - May 25, 2021
-4.02%
Oct 31, 2007 - Nov 6, 2007
#15-0.27%
Jan 6, 2020 - Jan 10, 2020
-3.92%
Oct 18, 2007 - Oct 26, 2007

Correlation

Correlation between FSMB and PBW is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.00
-101

Dividend Comparison (2006 - 2026)

FSMB vs PBW dividend yield comparison.

YearFSMBPBW
20261.32%0.08%
20253.09%0.79%
20242.88%2.84%
20232.40%3.68%
20221.47%4.21%
20211.20%1.71%
20201.79%0.44%
20192.27%1.45%
20180.19%2.04%
20170.00%1.28%
20160.00%2.68%
20150.00%1.53%
20140.00%2.96%
20130.00%2.18%
20120.00%3.96%
20110.00%2.33%
20060.00%0.27%

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