FTSM vs BBAX

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF (BBAX, ETF).

5-Year PerformanceBBAX has outperformed FTSM, delivering a return of +5.9% compared to +3.4%

FTSM vs BBAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	BBAX(ETF)
Net Assets	$6.40B	$6.40B
Expense Ratio	0.29%	0.19%
Max Drawdown	5.39%	39.64%
Sharpe Ratio	1.21	1.39
5Y Beta	-0.00	0.74
5Y Dividends CAGR	38.45%	7.67%

Net Assets

FTSM

$6.40B

BBAX

$6.40B

Expense Ratio

FTSM

0.29%

Winner

BBAX

0.19%

Max Drawdown

Winner

FTSM

5.39%

BBAX

39.64%

Sharpe Ratio

FTSM

1.21

Winner

BBAX

1.39

5Y Beta

Winner

FTSM

-0.00

BBAX

0.74

5Y Dividends CAGR

Winner

FTSM

38.45%

BBAX

7.67%

FTSM vs BBAX - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	BBAX
1 month	+0.32%	-1.47%
3 months	+0.72%	+0.60%
6 months	+1.86%	+13.61%
1 year	+4.29%	+24.22%
5 years(CAGR)	+3.42%	+5.86%
10 years(CAGR)	+2.51%	N/A
Max(CAGR)	+2.21%	+6.95%

Winner

FTSM

+0.32%

BBAX

-1.47%

Winner

FTSM

+0.72%

BBAX

+0.60%

FTSM

+1.86%

Winner

BBAX

+13.61%

FTSM

+4.29%

Winner

BBAX

+24.22%

5Y(CAGR)

FTSM

+3.42%

Winner

BBAX

+5.86%

10Y(CAGR)

FTSM

+2.51%

BBAX

N/A

Max(CAGR)

FTSM

+2.21%

Winner

BBAX

+6.95%

FTSM vs BBAX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTSM	BBAX
2026	+1.20%	+10.18%
2025	+4.60%	+20.43%
2024	+5.20%	+3.69%
2023	+5.12%	+5.73%
2022	+1.04%	-4.79%
2021	-0.03%	+4.72%
2020	+1.12%	+6.61%
2019	+2.81%	+19.97%
2018	+1.92%	-9.66%
2017	+1.62%	N/A
2016	+1.18%	N/A
2015	+0.22%	N/A
2014	-0.11%	N/A

FTSM vs BBAX Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for BBAX was -39.64%, occurring on Mar 23, 2020. Recovery took 217 trading sessions.

The current BBAX drawdown is -2.24%.

Rank	FTSM	BBAX
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-39.64% Jan 16, 2020 - Nov 24, 2020
#2	-1.80% Aug 31, 2015 - May 10, 2017	-24.40% Jun 4, 2021 - Sep 16, 2024
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-20.13% Oct 2, 2024 - Jun 2, 2025
#4	-0.35% May 21, 2015 - Aug 31, 2015	-12.75% Aug 29, 2018 - Feb 22, 2019
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-10.47% Jul 3, 2019 - Jan 2, 2020
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-9.00% Feb 25, 2026 - Mar 30, 2026
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-6.25% Oct 28, 2025 - Dec 23, 2025
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-4.99% Jan 21, 2021 - Feb 11, 2021
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-4.66% May 3, 2019 - Jun 19, 2019
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-4.51% Feb 23, 2021 - Apr 14, 2021
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-3.87% Sep 15, 2025 - Oct 28, 2025
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-2.80% Nov 25, 2020 - Dec 4, 2020
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-2.78% Aug 8, 2018 - Aug 29, 2018
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-2.77% May 10, 2021 - May 28, 2021
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-2.71% Jun 10, 2025 - Jun 26, 2025

Correlation

Correlation between FTSM and BBAX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2014 - 2026)

FTSM vs BBAX dividend yield comparison.

Year	FTSM	BBAX
2026	1.34%	0.78%
2025	4.28%	3.86%
2024	4.91%	4.13%
2023	4.62%	4.17%
2022	1.62%	5.06%
2021	0.39%	5.47%
2020	1.20%	2.57%
2019	2.38%	4.07%
2018	2.14%	1.36%
2017	1.49%	0.00%
2016	1.03%	0.00%
2015	0.48%	0.00%
2014	0.16%	0.00%