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FUMB vs UDEC

Comparison between FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF) and Innovator U.S. Equity Ultra Buffer ETF - December (UDEC, ETF).

5-Year PerformanceUDEC has outperformed FUMB, delivering a return of +7.5% compared to +2.1%

FUMB vs UDEC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FUMB
$247M
Winner
UDEC
$247M
Expense Ratio
Winner
FUMB
0.29%
UDEC
0.79%
Max Drawdown
Winner
FUMB
2.68%
UDEC
13.37%
Sharpe Ratio
FUMB
-1.63
Winner
UDEC
1.39
5Y Beta
Winner
FUMB
-0.00
UDEC
0.42
5Y Dividends CAGR
FUMB
36.84%
UDEC
N/A

FUMB vs UDEC - Historical Returns

Returns include dividend reinvestment.

1M
FUMB
+0.19%
Winner
UDEC
+2.03%
3M
FUMB
+0.72%
Winner
UDEC
+2.43%
6M
FUMB
+1.05%
Winner
UDEC
+6.40%
1Y
FUMB
+2.48%
Winner
UDEC
+13.72%
5Y(CAGR)
FUMB
+2.08%
Winner
UDEC
+7.48%
Max(CAGR)
FUMB
+1.80%
Winner
UDEC
+7.37%

FUMB vs UDEC - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearFUMBUDEC
2026+1.59%+7.16%
2025+2.89%+13.00%
2024+3.00%+9.89%
2023+2.97%+17.36%
2022+0.17%-9.56%
2021+0.33%+7.04%
2020+1.30%+6.31%
2019+2.01%+1.16%
2018+0.30%N/A

FUMB vs UDEC Drawdown Comparison

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

The maximum drawdown for UDEC was -13.37%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.

The current FUMB drawdown is -0.05%. The current UDEC drawdown is -0.19%.

RankFUMBUDEC
#1-2.68%
Mar 9, 2020 - Mar 26, 2020
-13.37%
Feb 19, 2020 - Aug 4, 2020
#2-1.25%
Aug 5, 2021 - Jan 10, 2023
-10.26%
Jan 4, 2022 - Jul 13, 2023
#3-1.14%
Mar 26, 2020 - Jul 30, 2020
-8.94%
Feb 19, 2025 - Jun 24, 2025
#4-0.60%
Apr 3, 2025 - May 15, 2025
-8.15%
Jul 28, 2023 - Nov 15, 2023
#5-0.50%
Dec 27, 2023 - Jan 30, 2024
-4.44%
Jan 28, 2026 - Apr 14, 2026
#6-0.48%
Aug 19, 2020 - Dec 3, 2020
-2.81%
Jul 16, 2024 - Aug 15, 2024
#7-0.45%
Dec 31, 2018 - Feb 25, 2019
-2.70%
Oct 12, 2020 - Nov 5, 2020
#8-0.38%
Jan 26, 2023 - Mar 10, 2023
-2.46%
Nov 12, 2025 - Nov 25, 2025
#9-0.35%
Nov 5, 2018 - Dec 3, 2018
-2.31%
Sep 2, 2020 - Oct 9, 2020
#10-0.35%
Dec 30, 2019 - Feb 3, 2020
-2.16%
Dec 6, 2024 - Jan 21, 2025
#11-0.35%
Feb 8, 2021 - Jun 14, 2021
-1.96%
Mar 28, 2024 - May 6, 2024
#12-0.30%
Aug 14, 2023 - Aug 22, 2023
-1.79%
Oct 8, 2025 - Oct 21, 2025
#13-0.30%
Feb 1, 2024 - Feb 22, 2024
-1.56%
Jun 4, 2026 - Jul 6, 2026
#14-0.30%
Dec 6, 2018 - Dec 21, 2018
-1.45%
Jul 25, 2025 - Aug 8, 2025
#15-0.30%
Jul 30, 2020 - Aug 7, 2020
-1.26%
Jul 15, 2026 - Jul 31, 2026

Correlation

Correlation between FUMB and UDEC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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