FUMB vs SRET
Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and GLOBAL X SUPERDIVIDEND REIT ETF (SRET, ETF).
5-Year PerformanceFUMB has outperformed SRET, delivering a return of +2.0% compared to +1.6%
FUMB vs SRET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FUMB vs SRET - Historical Returns
Returns include dividend reinvestment.
FUMB vs SRET - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FUMB | SRET |
|---|---|---|
| 2026 | +1.20% | +5.46% |
| 2025 | +2.89% | +18.43% |
| 2024 | +3.00% | -1.51% |
| 2023 | +2.97% | +8.85% |
| 2022 | +0.17% | -18.72% |
| 2021 | +0.33% | +16.09% |
| 2020 | +1.30% | -36.40% |
| 2019 | +2.01% | +23.41% |
| 2018 | +0.30% | -5.28% |
| 2017 | N/A | +16.52% |
| 2016 | N/A | +24.63% |
| 2015 | N/A | -10.53% |
FUMB vs SRET Drawdown Comparison
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
The maximum drawdown for SRET was -66.95%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The current SRET drawdown is -22.24%.
| Rank | FUMB | SRET |
|---|---|---|
| #1 | -2.68% Mar 9, 2020 - Mar 26, 2020 | -66.95% Feb 20, 2020 - Apr 3, 2020 |
| #2 | -1.25% Aug 5, 2021 - Jan 10, 2023 | -22.07% Mar 23, 2015 - May 9, 2016 |
| #3 | -1.14% Mar 26, 2020 - Jul 30, 2020 | -14.05% Aug 29, 2018 - Apr 1, 2019 |
| #4 | -0.60% Apr 3, 2025 - May 15, 2025 | -11.43% Sep 7, 2016 - Apr 11, 2017 |
| #5 | -0.50% Dec 27, 2023 - Jan 30, 2024 | -11.38% Dec 28, 2017 - Jun 20, 2018 |
| #6 | -0.48% Aug 19, 2020 - Dec 3, 2020 | -4.30% Apr 26, 2019 - Jul 10, 2019 |
| #7 | -0.45% Dec 31, 2018 - Feb 25, 2019 | -3.98% May 16, 2016 - Jun 7, 2016 |
| #8 | -0.38% Jan 26, 2023 - Mar 10, 2023 | -3.91% Jul 12, 2019 - Sep 11, 2019 |
| #9 | -0.35% Nov 5, 2018 - Dec 3, 2018 | -3.90% Apr 27, 2017 - Jun 12, 2017 |
| #10 | -0.35% Dec 30, 2019 - Feb 3, 2020 | -3.24% Oct 18, 2017 - Dec 13, 2017 |
| #11 | -0.35% Feb 8, 2021 - Jun 14, 2021 | -2.22% Jun 19, 2017 - Jul 24, 2017 |
| #12 | -0.30% Aug 14, 2023 - Aug 22, 2023 | -1.93% Sep 27, 2019 - Oct 15, 2019 |
| #13 | -0.30% Feb 1, 2024 - Feb 22, 2024 | -1.89% Aug 1, 2016 - Sep 6, 2016 |
| #14 | -0.30% Dec 6, 2018 - Dec 21, 2018 | -1.79% Jan 23, 2020 - Feb 13, 2020 |
| #15 | -0.30% Jul 30, 2020 - Aug 7, 2020 | -1.76% Dec 9, 2019 - Dec 20, 2019 |
Correlation
Correlation between FUMB and SRET is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2015 - 2026)
FUMB vs SRET dividend yield comparison.
| Year | FUMB | SRET |
|---|---|---|
| 2026 | 1.14% | 3.40% |
| 2025 | 2.90% | 7.98% |
| 2024 | 2.86% | 8.72% |
| 2023 | 2.24% | 7.21% |
| 2022 | 1.02% | 8.30% |
| 2021 | 0.43% | 6.33% |
| 2020 | 0.94% | 8.88% |
| 2019 | 1.74% | 7.83% |
| 2018 | 0.15% | 8.54% |
| 2017 | 0.00% | 8.20% |
| 2016 | 0.00% | 8.08% |
| 2015 | 0.00% | 7.73% |
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