FSMB vs TNGY
Comparison between FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF (FSMB, ETF) and TORTOISE ENERGY ETF (TNGY, ETF).
FSMB vs TNGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSMB
$599M
Winner
TNGY
$600M
Expense Ratio
Winner
FSMB
0.34%
TNGY
0.85%
Max Drawdown
Winner
FSMB
7.98%
TNGY
8.86%
Sharpe Ratio
FSMB
0.25
Winner
TNGY
0.73
5Y Beta
Winner
FSMB
-0.01
TNGY
0.12
P/E Ratio
FSMB
N/A
TNGY
7.20
Forward P/E
FSMB
N/A
TNGY
11.61
5Y Dividends CAGR
FSMB
14.01%
TNGY
N/A
5Y EPS CAGR
FSMB
N/A
TNGY
15.18%
P/S Ratio
FSMB
N/A
TNGY
0.98
P/B Ratio
FSMB
N/A
TNGY
2.59
FSMB vs TNGY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FSMB
+0.39%
TNGY
-5.48%
3M
Winner
FSMB
-0.05%
TNGY
-1.52%
6M
FSMB
+1.44%
Winner
TNGY
+9.21%
1Y
FSMB
+3.92%
Winner
TNGY
+14.35%
5Y(CAGR)
FSMB
+1.50%
TNGY
N/A
Max(CAGR)
FSMB
+2.18%
Winner
TNGY
+14.84%
FSMB vs TNGY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FSMB | TNGY |
|---|---|---|
| 2026 | +1.08% | +13.07% |
| 2025 | +4.14% | +1.81% |
| 2024 | +2.35% | N/A |
| 2023 | +3.49% | N/A |
| 2022 | -3.93% | N/A |
| 2021 | +1.17% | N/A |
| 2020 | +3.44% | N/A |
| 2019 | +3.90% | N/A |
| 2018 | +0.61% | N/A |
FSMB vs TNGY Drawdown Comparison
The maximum drawdown for FSMB was -6.32%, occurring on Mar 20, 2020. Recovery took 91 trading sessions.
The maximum drawdown for TNGY was -8.86%, occurring on Apr 20, 2026. This drawdown has not yet recovered.
The current FSMB drawdown is -0.30%. The current TNGY drawdown is -6.32%.
| Rank | FSMB | TNGY |
|---|---|---|
| #1 | -6.32% Mar 6, 2020 - Jul 16, 2020 | -8.86% Mar 27, 2026 - Apr 20, 2026 |
| #2 | -5.97% Jul 28, 2021 - Jul 9, 2024 | -5.30% Dec 4, 2025 - Jan 23, 2026 |
| #3 | -1.76% Apr 3, 2025 - Jun 4, 2025 | -4.32% Sep 26, 2025 - Nov 11, 2025 |
| #4 | -1.29% Feb 26, 2026 - Mar 24, 2026 | -3.86% Jun 30, 2025 - Sep 24, 2025 |
| #5 | -0.93% Feb 10, 2021 - Apr 15, 2021 | -2.50% Mar 2, 2026 - Mar 17, 2026 |
| #6 | -0.82% Oct 2, 2024 - Nov 27, 2024 | -2.41% Jan 30, 2026 - Feb 6, 2026 |
| #7 | -0.80% Dec 9, 2024 - Jan 30, 2025 | -2.05% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -0.63% Aug 11, 2020 - Nov 4, 2020 | -1.61% Mar 19, 2026 - Mar 24, 2026 |
| #9 | -0.55% Mar 10, 2025 - Apr 3, 2025 | -1.43% Dec 1, 2025 - Dec 4, 2025 |
| #10 | -0.53% Aug 28, 2019 - Oct 9, 2019 | -0.80% Feb 13, 2026 - Feb 20, 2026 |
| #11 | -0.39% Sep 17, 2025 - Nov 26, 2025 | -0.65% Jun 18, 2025 - Jun 27, 2025 |
| #12 | -0.30% Feb 6, 2025 - Feb 21, 2025 | -0.60% Feb 20, 2026 - Feb 25, 2026 |
| #13 | -0.29% Nov 1, 2019 - Nov 21, 2019 | -0.51% Feb 11, 2026 - Feb 13, 2026 |
| #14 | -0.27% Apr 19, 2021 - May 25, 2021 | -0.35% Sep 24, 2025 - Sep 26, 2025 |
| #15 | -0.27% Jan 6, 2020 - Jan 10, 2020 | -0.33% Jun 16, 2025 - Jun 18, 2025 |
Correlation
Correlation between FSMB and TNGY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2018 - 2026)
FSMB vs TNGY dividend yield comparison.
| Year | FSMB | TNGY |
|---|---|---|
| 2026 | 1.33% | 1.17% |
| 2025 | 3.09% | 2.59% |
| 2024 | 2.88% | 0.00% |
| 2023 | 2.40% | 0.00% |
| 2022 | 1.47% | 0.00% |
| 2021 | 1.20% | 0.00% |
| 2020 | 1.79% | 0.00% |
| 2019 | 2.27% | 0.00% |
| 2018 | 0.19% | 0.00% |
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