IXP vs FSMB

Comparison between ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF) and FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF (FSMB, ETF).

5-Year PerformanceIXP has outperformed FSMB, delivering a return of +8.5% compared to +1.5%

IXP vs FSMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXP(ETF)	FSMB(ETF)
Net Assets	$599M	$599M
Expense Ratio	0.40%	0.34%
Max Drawdown	53.06%	7.98%
Sharpe Ratio	0.77	0.25
5Y Beta	0.82	-0.01
P/E Ratio	19.25	N/A
Forward P/E	17.15	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	31.13%	14.01%
5Y EPS CAGR	23.89%	N/A
Debt to Equity	29.97%	N/A
P/S Ratio	2.98	N/A
P/B Ratio	3.68	N/A

Net Assets

IXP

$599M

Winner

FSMB

$599M

Expense Ratio

IXP

0.40%

Winner

FSMB

0.34%

Max Drawdown

IXP

53.06%

Winner

FSMB

7.98%

Sharpe Ratio

Winner

IXP

0.77

FSMB

0.25

5Y Beta

IXP

0.82

Winner

FSMB

-0.01

P/E Ratio

IXP

19.25

FSMB

N/A

Forward P/E

IXP

17.15

FSMB

N/A

PEG Ratio

IXP

0.21

FSMB

N/A

5Y Dividends CAGR

Winner

IXP

31.13%

FSMB

14.01%

5Y EPS CAGR

IXP

23.89%

FSMB

N/A

Debt to Equity

IXP

29.97%

FSMB

N/A

P/S Ratio

IXP

2.98

FSMB

N/A

P/B Ratio

IXP

3.68

FSMB

N/A

IXP vs FSMB - Historical Returns

Returns include dividend reinvestment.

Period	IXP	FSMB
1 month	-3.23%	+0.39%
3 months	-1.42%	-0.05%
6 months	-3.09%	+1.44%
1 year	+14.87%	+3.92%
5 years(CAGR)	+8.54%	+1.50%
10 years(CAGR)	+9.09%	N/A
Max(CAGR)	+6.69%	+2.18%

IXP

-3.23%

Winner

FSMB

+0.39%

IXP

-1.42%

Winner

FSMB

-0.05%

IXP

-3.09%

Winner

FSMB

+1.44%

Winner

IXP

+14.87%

FSMB

+3.92%

5Y(CAGR)

Winner

IXP

+8.54%

FSMB

+1.50%

10Y(CAGR)

IXP

+9.09%

FSMB

N/A

Max(CAGR)

Winner

IXP

+6.69%

FSMB

+2.18%

IXP vs FSMB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXP	FSMB
2026	-1.50%	+1.08%
2025	+28.75%	+4.14%
2024	+32.58%	+2.35%
2023	+36.66%	+3.49%
2022	-33.85%	-3.93%
2021	+13.71%	+1.17%
2020	+20.64%	+3.44%
2019	+24.18%	+3.90%
2018	-14.27%	+0.61%
2017	+5.52%	N/A
2016	+6.96%	N/A
2015	+0.08%	N/A
2014	-0.28%	N/A
2013	+21.66%	N/A
2012	+6.25%	N/A
2011	+0.31%	N/A
2010	+9.48%	N/A
2009	+10.09%	N/A
2008	-30.11%	N/A
2007	+23.94%	N/A
2006	+31.42%	N/A
2005	-5.20%	N/A
2004	+17.65%	N/A
2003	+21.44%	N/A
2002	-27.77%	N/A
2001	-0.87%	N/A

IXP vs FSMB Drawdown Comparison

The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.

The maximum drawdown for FSMB was -6.32%, occurring on Mar 20, 2020. Recovery took 91 trading sessions.

The current IXP drawdown is -5.89%. The current FSMB drawdown is -0.30%.

Rank	IXP	FSMB
#1	-50.11% Oct 29, 2007 - Sep 13, 2013	-6.32% Mar 6, 2020 - Jul 16, 2020
#2	-45.32% Jan 4, 2002 - Nov 26, 2004	-5.97% Jul 28, 2021 - Jul 9, 2024
#3	-44.29% Sep 7, 2021 - Jun 5, 2024	-1.76% Apr 3, 2025 - Jun 4, 2025
#4	-27.11% Feb 19, 2020 - Jul 8, 2020	-1.29% Feb 26, 2026 - Mar 24, 2026
#5	-19.89% Jan 26, 2018 - Apr 29, 2019	-0.93% Feb 10, 2021 - Apr 15, 2021
#6	-17.54% Feb 14, 2025 - Jun 6, 2025	-0.82% Oct 2, 2024 - Nov 27, 2024
#7	-13.99% Apr 28, 2015 - Apr 19, 2016	-0.80% Dec 9, 2024 - Jan 30, 2025
#8	-13.95% Aug 15, 2016 - Dec 12, 2017	-0.63% Aug 11, 2020 - Nov 4, 2020
#9	-12.26% Jan 29, 2026 - Mar 27, 2026	-0.55% Mar 10, 2025 - Apr 3, 2025
#10	-10.63% Sep 2, 2020 - Nov 5, 2020	-0.53% Aug 28, 2019 - Oct 9, 2019
#11	-9.22% Dec 31, 2004 - Mar 22, 2006	-0.39% Sep 17, 2025 - Nov 26, 2025
#12	-9.13% Apr 29, 2019 - Jul 26, 2019	-0.30% Feb 6, 2025 - Feb 21, 2025
#13	-8.98% Jul 29, 2014 - Apr 23, 2015	-0.29% Nov 1, 2019 - Nov 21, 2019
#14	-8.65% Jul 10, 2024 - Sep 20, 2024	-0.27% Apr 19, 2021 - May 25, 2021
#15	-8.28% Jul 19, 2007 - Sep 13, 2007	-0.27% Jan 6, 2020 - Jan 10, 2020

Correlation

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

0.98

-101

Dividend Comparison (2001 - 2026)

IXP vs FSMB dividend yield comparison.

Year	IXP	FSMB
2026	0.00%	1.33%
2025	2.98%	3.09%
2024	1.35%	2.88%
2023	1.24%	2.40%
2022	0.62%	1.47%
2021	1.80%	1.20%
2020	0.95%	1.79%
2019	2.18%	2.27%
2018	4.32%	0.19%
2017	3.41%	0.00%
2016	4.02%	0.00%
2015	3.89%	0.00%
2014	12.39%	0.00%
2013	3.40%	0.00%
2012	4.76%	0.00%
2011	5.44%	0.00%
2010	4.23%	0.00%
2009	4.05%	0.00%
2008	4.66%	0.00%
2007	1.96%	0.00%
2006	2.39%	0.00%
2005	2.53%	0.00%
2004	1.25%	0.00%
2003	1.42%	0.00%
2002	1.74%	0.00%
2001	0.03%	0.00%