FUMB vs FMAG
Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and FIDELITY MAGELLAN ETF (FMAG, ETF).
5-Year PerformanceFMAG has outperformed FUMB, delivering a return of +9.0% compared to +2.1%
FUMB vs FMAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FUMB vs FMAG - Historical Returns
Returns include dividend reinvestment.
FUMB vs FMAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FUMB | FMAG |
|---|---|---|
| 2026 | +1.59% | +5.80% |
| 2025 | +2.89% | +10.44% |
| 2024 | +3.00% | +30.08% |
| 2023 | +2.97% | +31.66% |
| 2022 | +0.17% | -26.44% |
| 2021 | +0.33% | +25.37% |
| 2020 | +1.30% | N/A |
| 2019 | +2.01% | N/A |
| 2018 | +0.30% | N/A |
FUMB vs FMAG Drawdown Comparison
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The maximum drawdown for FMAG was -32.93%, occurring on Oct 14, 2022. Recovery took 548 trading sessions.
The current FUMB drawdown is -0.05%. The current FMAG drawdown is -2.72%.
| Rank | FUMB | FMAG |
|---|---|---|
| #1 | -2.68% Mar 9, 2020 - Mar 26, 2020 | -32.93% Nov 19, 2021 - Jan 29, 2024 |
| #2 | -1.25% Aug 5, 2021 - Jan 10, 2023 | -20.12% Jan 23, 2025 - Jun 4, 2025 |
| #3 | -1.14% Mar 26, 2020 - Jul 30, 2020 | -13.97% Oct 28, 2025 - Apr 24, 2026 |
| #4 | -0.60% Apr 3, 2025 - May 15, 2025 | -10.20% Jul 10, 2024 - Sep 19, 2024 |
| #5 | -0.50% Dec 27, 2023 - Jan 30, 2024 | -8.12% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -0.48% Aug 19, 2020 - Dec 3, 2020 | -8.03% Jun 2, 2026 - Aug 13, 2026 |
| #7 | -0.45% Dec 31, 2018 - Feb 25, 2019 | -6.95% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -0.38% Jan 26, 2023 - Mar 10, 2023 | -6.17% Apr 29, 2021 - Jun 14, 2021 |
| #9 | -0.35% Nov 5, 2018 - Dec 3, 2018 | -6.16% Mar 21, 2024 - May 15, 2024 |
| #10 | -0.35% Dec 30, 2019 - Feb 3, 2020 | -4.65% Dec 4, 2024 - Jan 21, 2025 |
| #11 | -0.35% Feb 8, 2021 - Jun 14, 2021 | -4.02% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.30% Aug 14, 2023 - Aug 22, 2023 | -3.53% Aug 13, 2026 - Aug 24, 2026 |
| #13 | -0.30% Feb 1, 2024 - Feb 22, 2024 | -3.33% Nov 8, 2024 - Dec 4, 2024 |
| #14 | -0.30% Dec 6, 2018 - Dec 21, 2018 | -3.21% Sep 22, 2025 - Oct 27, 2025 |
| #15 | -0.30% Jul 30, 2020 - Aug 7, 2020 | -3.15% May 14, 2026 - May 28, 2026 |
Correlation
Correlation between FUMB and FMAG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
FUMB vs FMAG dividend yield comparison.
| Year | FUMB | FMAG |
|---|---|---|
| 2026 | 1.81% | 0.00% |
| 2025 | 2.90% | 0.09% |
| 2024 | 2.86% | 0.15% |
| 2023 | 2.24% | 0.34% |
| 2022 | 1.02% | 0.23% |
| 2021 | 0.43% | 0.03% |
| 2020 | 0.94% | 0.00% |
| 2019 | 1.74% | 0.00% |
| 2018 | 0.15% | 0.00% |
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