FUMB vs LDRX

Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF).

FUMB vs LDRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FUMB(ETF)	LDRX(ETF)
Net Assets	$243M	$242M
Expense Ratio	0.29%	0.59%
Max Drawdown	2.68%	11.38%
Sharpe Ratio	-1.57	1.19
5Y Beta	-0.00	1.00
P/E Ratio	N/A	29.20
Forward P/E	N/A	21.39
PEG Ratio	N/A	0.40
5Y Dividends CAGR	34.36%	N/A
5Y EPS CAGR	N/A	28.94%
Debt to Equity	N/A	34.37%
P/S Ratio	N/A	5.03
P/B Ratio	N/A	6.66

Net Assets

Winner

FUMB

$243M

LDRX

$242M

Expense Ratio

Winner

FUMB

0.29%

LDRX

0.59%

Max Drawdown

Winner

FUMB

2.68%

LDRX

11.38%

Sharpe Ratio

FUMB

-1.57

Winner

LDRX

1.19

5Y Beta

Winner

FUMB

-0.00

LDRX

1.00

P/E Ratio

FUMB

N/A

LDRX

29.20

Forward P/E

FUMB

N/A

LDRX

21.39

PEG Ratio

FUMB

N/A

LDRX

0.40

5Y Dividends CAGR

FUMB

34.36%

LDRX

N/A

5Y EPS CAGR

FUMB

N/A

LDRX

28.94%

Debt to Equity

FUMB

N/A

LDRX

34.37%

P/S Ratio

FUMB

N/A

LDRX

5.03

P/B Ratio

FUMB

N/A

LDRX

6.66

FUMB vs LDRX - Historical Returns

Returns include dividend reinvestment.

Period	FUMB	LDRX
1 month	+0.12%	+1.38%
3 months	+0.72%	+7.12%
6 months	+1.18%	+10.32%
1 year	+2.44%	+20.49%
5 years(CAGR)	+2.03%	N/A
Max(CAGR)	+1.79%	+27.92%

FUMB

+0.12%

Winner

LDRX

+1.38%

FUMB

+0.72%

Winner

LDRX

+7.12%

FUMB

+1.18%

Winner

LDRX

+10.32%

FUMB

+2.44%

Winner

LDRX

+20.49%

5Y(CAGR)

FUMB

+2.03%

LDRX

N/A

Max(CAGR)

FUMB

+1.79%

Winner

LDRX

+27.92%

FUMB vs LDRX - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	FUMB	LDRX
2026	+1.37%	+9.03%
2025	+2.89%	+23.81%
2024	+3.00%	N/A
2023	+2.97%	N/A
2022	+0.17%	N/A
2021	+0.33%	N/A
2020	+1.30%	N/A
2019	+2.01%	N/A
2018	+0.30%	N/A

FUMB vs LDRX Drawdown Comparison

The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.

The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.

The current FUMB drawdown is -0.10%. The current LDRX drawdown is -1.92%.

Rank	FUMB	LDRX
#1	-2.68% Mar 9, 2020 - Mar 26, 2020	-10.62% Oct 29, 2025 - Apr 15, 2026
#2	-1.25% Aug 5, 2021 - Jan 10, 2023	-5.44% Jun 1, 2026 - Jun 25, 2026
#3	-1.14% Mar 26, 2020 - Jul 30, 2020	-2.89% Jul 25, 2025 - Aug 13, 2025
#4	-0.60% Apr 3, 2025 - May 15, 2025	-2.36% May 16, 2025 - Jun 3, 2025
#5	-0.50% Dec 27, 2023 - Jan 30, 2024	-2.35% Sep 22, 2025 - Oct 20, 2025
#6	-0.48% Aug 19, 2020 - Dec 3, 2020	-2.12% May 14, 2026 - May 28, 2026
#7	-0.45% Dec 31, 2018 - Feb 25, 2019	-1.43% Aug 14, 2025 - Aug 22, 2025
#8	-0.38% Jan 26, 2023 - Mar 10, 2023	-1.16% Jul 3, 2025 - Jul 22, 2025
#9	-0.35% Nov 5, 2018 - Dec 3, 2018	-1.14% Aug 28, 2025 - Sep 4, 2025
#10	-0.35% Dec 30, 2019 - Feb 3, 2020	-1.13% Apr 17, 2026 - Apr 22, 2026
#11	-0.35% Feb 8, 2021 - Jun 14, 2021	-0.88% Jun 16, 2025 - Jun 23, 2025
#12	-0.30% Aug 14, 2023 - Aug 22, 2023	-0.85% May 5, 2025 - May 8, 2025
#13	-0.30% Feb 1, 2024 - Feb 22, 2024	-0.61% Apr 22, 2026 - Apr 24, 2026
#14	-0.30% Dec 6, 2018 - Dec 21, 2018	-0.60% Oct 20, 2025 - Oct 23, 2025
#15	-0.30% Jul 30, 2020 - Aug 7, 2020	-0.54% Jun 10, 2025 - Jun 12, 2025