FUMB vs GDIV
Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV, ETF).
FUMB vs GDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FUMB
$231M
GDIV
$230M
Expense Ratio
Winner
FUMB
0.29%
GDIV
0.50%
Max Drawdown
Winner
FUMB
2.68%
GDIV
19.13%
Sharpe Ratio
FUMB
-1.45
Winner
GDIV
1.61
5Y Beta
Winner
FUMB
-0.01
GDIV
0.85
P/E Ratio
FUMB
N/A
GDIV
25.69
Forward P/E
FUMB
N/A
GDIV
20.28
PEG Ratio
FUMB
N/A
GDIV
0.41
5Y Dividends CAGR
FUMB
30.73%
GDIV
N/A
5Y EPS CAGR
FUMB
N/A
GDIV
23.56%
Debt to Equity
FUMB
N/A
GDIV
10.25%
P/S Ratio
FUMB
N/A
GDIV
0.44
P/B Ratio
FUMB
N/A
GDIV
4.55
FUMB vs GDIV - Historical Returns
Returns include dividend reinvestment.
1M
FUMB
+0.47%
Winner
GDIV
+3.21%
3M
FUMB
+0.54%
Winner
GDIV
+10.66%
6M
FUMB
+1.47%
Winner
GDIV
+11.65%
1Y
FUMB
+2.78%
Winner
GDIV
+26.36%
5Y(CAGR)
FUMB
+2.01%
Winner
GDIV
+12.85%
Max(CAGR)
FUMB
+1.79%
Winner
GDIV
+12.85%
FUMB vs GDIV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FUMB | GDIV |
|---|---|---|
| 2026 | +1.20% | +11.38% |
| 2025 | +2.89% | +11.15% |
| 2024 | +3.00% | +15.09% |
| 2023 | +2.97% | +17.30% |
| 2022 | +0.17% | -1.62% |
| 2021 | +0.33% | N/A |
| 2020 | +1.30% | N/A |
| 2019 | +2.01% | N/A |
| 2018 | +0.30% | N/A |
FUMB vs GDIV Drawdown Comparison
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The maximum drawdown for GDIV was -18.93%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
| Rank | FUMB | GDIV |
|---|---|---|
| #1 | -2.68% Mar 9, 2020 - Mar 26, 2020 | -18.93% Jan 24, 2025 - Aug 28, 2025 |
| #2 | -1.25% Aug 5, 2021 - Jan 10, 2023 | -15.07% Jun 7, 2022 - Jun 15, 2023 |
| #3 | -1.14% Mar 26, 2020 - Jul 30, 2020 | -9.67% Feb 11, 2026 - May 5, 2026 |
| #4 | -0.60% Apr 3, 2025 - May 15, 2025 | -7.59% Jul 20, 2023 - Nov 20, 2023 |
| #5 | -0.50% Dec 27, 2023 - Jan 30, 2024 | -7.11% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -0.48% Aug 19, 2020 - Dec 3, 2020 | -6.12% Mar 28, 2024 - Jun 20, 2024 |
| #7 | -0.45% Dec 31, 2018 - Feb 25, 2019 | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -0.38% Jan 26, 2023 - Mar 10, 2023 | -3.99% Nov 26, 2024 - Jan 21, 2025 |
| #9 | -0.35% Nov 5, 2018 - Dec 3, 2018 | -3.78% Oct 18, 2024 - Nov 8, 2024 |
| #10 | -0.35% Dec 30, 2019 - Feb 3, 2020 | -2.94% Nov 8, 2024 - Nov 26, 2024 |
| #11 | -0.35% Feb 8, 2021 - Jun 14, 2021 | -2.89% Nov 12, 2025 - Nov 25, 2025 |
| #12 | -0.30% Aug 14, 2023 - Aug 22, 2023 | -2.88% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -0.30% Feb 1, 2024 - Feb 22, 2024 | -2.84% Oct 3, 2025 - Oct 21, 2025 |
| #14 | -0.30% Dec 6, 2018 - Dec 21, 2018 | -2.19% Jun 4, 2026 - Jun 15, 2026 |
| #15 | -0.30% Jul 30, 2020 - Aug 7, 2020 | -2.08% Jun 15, 2023 - Jun 29, 2023 |
Correlation
Correlation between FUMB and GDIV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
FUMB vs GDIV dividend yield comparison.
| Year | FUMB | GDIV |
|---|---|---|
| 2026 | 1.14% | 0.25% |
| 2025 | 2.90% | 1.19% |
| 2024 | 2.86% | 1.30% |
| 2023 | 2.24% | 2.27% |
| 2022 | 1.02% | 5.88% |
| 2021 | 0.43% | 0.00% |
| 2020 | 0.94% | 0.00% |
| 2019 | 1.74% | 0.00% |
| 2018 | 0.15% | 0.00% |
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