FUMB vs PALC

Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF (PALC, ETF).

5-Year PerformancePALC has outperformed FUMB, delivering a return of +8.7% compared to +2.0%

FUMB vs PALC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FUMB(ETF)	PALC(ETF)
Net Assets	$229M	$230M
Expense Ratio	0.29%	0.60%
Max Drawdown	2.68%	25.52%
Sharpe Ratio	-1.32	1.12
5Y Beta	-0.01	0.75
P/E Ratio	N/A	21.41
Forward P/E	N/A	13.92
5Y Dividends CAGR	30.73%	20.47%
5Y EPS CAGR	N/A	11.97%
Debt to Equity	N/A	68.73%
P/S Ratio	N/A	1.16
P/B Ratio	N/A	2.44

Net Assets

FUMB

$229M

Winner

PALC

$230M

Expense Ratio

Winner

FUMB

0.29%

PALC

0.60%

Max Drawdown

Winner

FUMB

2.68%

PALC

25.52%

Sharpe Ratio

FUMB

-1.32

Winner

PALC

1.12

5Y Beta

Winner

FUMB

-0.01

PALC

0.75

P/E Ratio

FUMB

N/A

PALC

21.41

Forward P/E

FUMB

N/A

PALC

13.92

5Y Dividends CAGR

Winner

FUMB

30.73%

PALC

20.47%

5Y EPS CAGR

FUMB

N/A

PALC

11.97%

Debt to Equity

FUMB

N/A

PALC

68.73%

P/S Ratio

FUMB

N/A

PALC

1.16

P/B Ratio

FUMB

N/A

PALC

2.44

FUMB vs PALC - Historical Returns

Returns include dividend reinvestment.

Period	FUMB	PALC
1 month	+0.30%	+2.52%
3 months	+0.53%	+3.58%
6 months	+1.35%	+9.08%
1 year	+2.60%	+18.96%
5 years(CAGR)	+1.98%	+8.68%
Max(CAGR)	+1.78%	+16.04%

FUMB

+0.30%

Winner

PALC

+2.52%

FUMB

+0.53%

Winner

PALC

+3.58%

FUMB

+1.35%

Winner

PALC

+9.08%

FUMB

+2.60%

Winner

PALC

+18.96%

5Y(CAGR)

FUMB

+1.98%

Winner

PALC

+8.68%

Max(CAGR)

FUMB

+1.78%

Winner

PALC

+16.04%

FUMB vs PALC - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	FUMB	PALC
2026	+1.02%	+7.01%
2025	+2.89%	+7.60%
2024	+3.00%	+22.95%
2023	+2.97%	+17.72%
2022	+0.17%	-15.06%
2021	+0.33%	+42.74%
2020	+1.30%	+22.19%
2019	+2.01%	N/A
2018	+0.30%	N/A

FUMB vs PALC Drawdown Comparison

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

The maximum drawdown for PALC was -24.45%, occurring on Sep 30, 2022. Recovery took 558 trading sessions.

The current PALC drawdown is -3.70%.

Rank	FUMB	PALC
#1	-2.68% Mar 9, 2020 - Mar 26, 2020	-24.45% Nov 5, 2021 - Jan 29, 2024
#2	-1.25% Aug 5, 2021 - Jan 10, 2023	-17.38% Nov 29, 2024 - Oct 27, 2025
#3	-1.14% Mar 26, 2020 - Jul 30, 2020	-10.14% Sep 2, 2020 - Dec 4, 2020
#4	-0.60% Apr 3, 2025 - May 15, 2025	-9.08% Jul 10, 2024 - Oct 9, 2024
#5	-0.50% Dec 27, 2023 - Jan 30, 2024	-8.94% Feb 27, 2026 - May 22, 2026
#6	-0.48% Aug 19, 2020 - Dec 3, 2020	-8.59% Jan 14, 2021 - Feb 10, 2021
#7	-0.45% Dec 31, 2018 - Feb 25, 2019	-5.89% Mar 22, 2024 - Jun 5, 2024
#8	-0.38% Jan 26, 2023 - Mar 10, 2023	-5.47% Oct 27, 2025 - Dec 11, 2025
#9	-0.35% Nov 5, 2018 - Dec 3, 2018	-5.25% Aug 30, 2021 - Oct 19, 2021
#10	-0.35% Dec 30, 2019 - Feb 3, 2020	-5.08% Mar 15, 2021 - Apr 9, 2021
#11	-0.35% Feb 8, 2021 - Jun 14, 2021	-4.44% Dec 10, 2020 - Jan 6, 2021
#12	-0.30% Aug 14, 2023 - Aug 22, 2023	-3.83% Jun 4, 2021 - Jul 1, 2021
#13	-0.30% Feb 1, 2024 - Feb 22, 2024	-3.70% Jun 4, 2026 - Jun 5, 2026
#14	-0.30% Dec 6, 2018 - Dec 21, 2018	-3.52% Feb 24, 2021 - Mar 10, 2021
#15	-0.30% Jul 30, 2020 - Aug 7, 2020	-3.44% Oct 14, 2024 - Nov 6, 2024