GDIV vs FUMB
Comparison between HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV, ETF) and FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF).
GDIV vs FUMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GDIV
$230M
Winner
FUMB
$231M
Expense Ratio
GDIV
0.50%
Winner
FUMB
0.29%
Max Drawdown
GDIV
19.13%
Winner
FUMB
2.68%
Sharpe Ratio
Winner
GDIV
1.61
FUMB
-1.45
5Y Beta
GDIV
0.85
Winner
FUMB
-0.01
P/E Ratio
GDIV
25.69
FUMB
N/A
Forward P/E
GDIV
20.28
FUMB
N/A
PEG Ratio
GDIV
0.41
FUMB
N/A
5Y Dividends CAGR
GDIV
N/A
FUMB
30.73%
5Y EPS CAGR
GDIV
23.56%
FUMB
N/A
Debt to Equity
GDIV
10.25%
FUMB
N/A
P/S Ratio
GDIV
0.44
FUMB
N/A
P/B Ratio
GDIV
4.55
FUMB
N/A
GDIV vs FUMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GDIV
+3.21%
FUMB
+0.47%
3M
Winner
GDIV
+10.66%
FUMB
+0.54%
6M
Winner
GDIV
+11.65%
FUMB
+1.47%
1Y
Winner
GDIV
+26.36%
FUMB
+2.78%
5Y(CAGR)
Winner
GDIV
+12.85%
FUMB
+2.01%
Max(CAGR)
Winner
GDIV
+12.85%
FUMB
+1.79%
GDIV vs FUMB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | GDIV | FUMB |
|---|---|---|
| 2026 | +11.38% | +1.20% |
| 2025 | +11.15% | +2.89% |
| 2024 | +15.09% | +3.00% |
| 2023 | +17.30% | +2.97% |
| 2022 | -1.62% | +0.17% |
| 2021 | N/A | +0.33% |
| 2020 | N/A | +1.30% |
| 2019 | N/A | +2.01% |
| 2018 | N/A | +0.30% |
GDIV vs FUMB Drawdown Comparison
The maximum drawdown for GDIV was -18.93%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.
| Rank | GDIV | FUMB |
|---|---|---|
| #1 | -18.93% Jan 24, 2025 - Aug 28, 2025 | -2.68% Mar 9, 2020 - Mar 26, 2020 |
| #2 | -15.07% Jun 7, 2022 - Jun 15, 2023 | -1.25% Aug 5, 2021 - Jan 10, 2023 |
| #3 | -9.67% Feb 11, 2026 - May 5, 2026 | -1.14% Mar 26, 2020 - Jul 30, 2020 |
| #4 | -7.59% Jul 20, 2023 - Nov 20, 2023 | -0.60% Apr 3, 2025 - May 15, 2025 |
| #5 | -7.11% Jul 16, 2024 - Aug 23, 2024 | -0.50% Dec 27, 2023 - Jan 30, 2024 |
| #6 | -6.12% Mar 28, 2024 - Jun 20, 2024 | -0.48% Aug 19, 2020 - Dec 3, 2020 |
| #7 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -0.45% Dec 31, 2018 - Feb 25, 2019 |
| #8 | -3.99% Nov 26, 2024 - Jan 21, 2025 | -0.38% Jan 26, 2023 - Mar 10, 2023 |
| #9 | -3.78% Oct 18, 2024 - Nov 8, 2024 | -0.35% Nov 5, 2018 - Dec 3, 2018 |
| #10 | -2.94% Nov 8, 2024 - Nov 26, 2024 | -0.35% Dec 30, 2019 - Feb 3, 2020 |
| #11 | -2.89% Nov 12, 2025 - Nov 25, 2025 | -0.35% Feb 8, 2021 - Jun 14, 2021 |
| #12 | -2.88% Dec 11, 2025 - Jan 6, 2026 | -0.30% Aug 14, 2023 - Aug 22, 2023 |
| #13 | -2.84% Oct 3, 2025 - Oct 21, 2025 | -0.30% Feb 1, 2024 - Feb 22, 2024 |
| #14 | -2.19% Jun 4, 2026 - Jun 15, 2026 | -0.30% Dec 6, 2018 - Dec 21, 2018 |
| #15 | -2.08% Jun 15, 2023 - Jun 29, 2023 | -0.30% Jul 30, 2020 - Aug 7, 2020 |
Correlation
Correlation between GDIV and FUMB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
GDIV vs FUMB dividend yield comparison.
| Year | GDIV | FUMB |
|---|---|---|
| 2026 | 0.25% | 1.14% |
| 2025 | 1.19% | 2.90% |
| 2024 | 1.30% | 2.86% |
| 2023 | 2.27% | 2.24% |
| 2022 | 5.88% | 1.02% |
| 2021 | 0.00% | 0.43% |
| 2020 | 0.00% | 0.94% |
| 2019 | 0.00% | 1.74% |
| 2018 | 0.00% | 0.15% |
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