FUMB vs NBSM
Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
FUMB vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FUMB
$229M
NBSM
$228M
Expense Ratio
Winner
FUMB
0.29%
NBSM
0.65%
Max Drawdown
Winner
FUMB
2.68%
NBSM
25.33%
Sharpe Ratio
FUMB
-1.32
Winner
NBSM
0.38
5Y Beta
Winner
FUMB
-0.01
NBSM
0.89
P/E Ratio
FUMB
N/A
NBSM
23.59
Forward P/E
FUMB
N/A
NBSM
18.07
PEG Ratio
FUMB
N/A
NBSM
0.05
5Y Dividends CAGR
FUMB
30.73%
NBSM
N/A
5Y EPS CAGR
FUMB
N/A
NBSM
9.77%
Debt to Equity
FUMB
N/A
NBSM
54.84%
P/S Ratio
FUMB
N/A
NBSM
2.46
P/B Ratio
FUMB
N/A
NBSM
2.74
FUMB vs NBSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FUMB
+0.30%
NBSM
-1.32%
3M
Winner
FUMB
+0.53%
NBSM
+0.03%
6M
FUMB
+1.35%
Winner
NBSM
+3.35%
1Y
FUMB
+2.60%
Winner
NBSM
+8.71%
5Y(CAGR)
FUMB
+1.98%
NBSM
N/A
Max(CAGR)
FUMB
+1.78%
Winner
NBSM
+2.05%
FUMB vs NBSM - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FUMB | NBSM |
|---|---|---|
| 2026 | +1.02% | +4.43% |
| 2025 | +2.89% | +0.40% |
| 2024 | +3.00% | -0.39% |
| 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 NBSM Drawdown Comparison
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current NBSM drawdown is -5.61%.
| Rank | FUMB | NBSM |
|---|---|---|
| #1 | -2.68% Mar 9, 2020 - Mar 26, 2020 | -25.16% Nov 25, 2024 - Apr 8, 2025 |
| #2 | -1.25% Aug 5, 2021 - Jan 10, 2023 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -1.14% Mar 26, 2020 - Jul 30, 2020 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -0.60% Apr 3, 2025 - May 15, 2025 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -0.50% Dec 27, 2023 - Jan 30, 2024 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -0.48% Aug 19, 2020 - Dec 3, 2020 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -0.45% Dec 31, 2018 - Feb 25, 2019 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #8 | -0.38% Jan 26, 2023 - Mar 10, 2023 | -0.45% May 7, 2024 - May 9, 2024 |
| #9 | -0.35% Nov 5, 2018 - Dec 3, 2018 | -0.44% May 10, 2024 - May 14, 2024 |
| #10 | -0.35% Dec 30, 2019 - Feb 3, 2020 | N/A |
| #11 | -0.35% Feb 8, 2021 - Jun 14, 2021 | N/A |
| #12 | -0.30% Aug 14, 2023 - Aug 22, 2023 | N/A |
| #13 | -0.30% Feb 1, 2024 - Feb 22, 2024 | N/A |
| #14 | -0.30% Dec 6, 2018 - Dec 21, 2018 | N/A |
| #15 | -0.30% Jul 30, 2020 - Aug 7, 2020 | N/A |
Correlation
Correlation between FUMB and NBSM is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
0.26
-101
Dividend Comparison (2018 - 2026)
FUMB vs NBSM dividend yield comparison.
| Year | FUMB | NBSM |
|---|---|---|
| 2026 | 1.14% | 0.00% |
| 2025 | 2.90% | 0.40% |
| 2024 | 2.86% | 0.23% |
| 2023 | 2.24% | 0.00% |
| 2022 | 1.02% | 0.00% |
| 2021 | 0.43% | 0.00% |
| 2020 | 0.94% | 0.00% |
| 2019 | 1.74% | 0.00% |
| 2018 | 0.15% | 0.00% |
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