LDRX vs FUMB

Comparison between SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF) and FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF).

LDRX vs FUMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRX(ETF)	FUMB(ETF)
Net Assets	$242M	$243M
Expense Ratio	0.59%	0.29%
Max Drawdown	11.38%	2.68%
Sharpe Ratio	1.19	-1.57
5Y Beta	1.00	-0.00
P/E Ratio	29.20	N/A
Forward P/E	21.39	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	N/A	34.36%
5Y EPS CAGR	28.94%	N/A
Debt to Equity	34.37%	N/A
P/S Ratio	5.03	N/A
P/B Ratio	6.66	N/A

Net Assets

LDRX

$242M

Winner

FUMB

$243M

Expense Ratio

LDRX

0.59%

Winner

FUMB

0.29%

Max Drawdown

LDRX

11.38%

Winner

FUMB

2.68%

Sharpe Ratio

Winner

LDRX

1.19

FUMB

-1.57

5Y Beta

LDRX

1.00

Winner

FUMB

-0.00

P/E Ratio

LDRX

29.20

FUMB

N/A

Forward P/E

LDRX

21.39

FUMB

N/A

PEG Ratio

LDRX

0.40

FUMB

N/A

5Y Dividends CAGR

LDRX

N/A

FUMB

34.36%

5Y EPS CAGR

LDRX

28.94%

FUMB

N/A

Debt to Equity

LDRX

34.37%

FUMB

N/A

P/S Ratio

LDRX

5.03

FUMB

N/A

P/B Ratio

LDRX

6.66

FUMB

N/A

LDRX vs FUMB - Historical Returns

Returns include dividend reinvestment.

Period	LDRX	FUMB
1 month	+1.38%	+0.12%
3 months	+7.12%	+0.72%
6 months	+10.32%	+1.18%
1 year	+20.49%	+2.44%
5 years(CAGR)	N/A	+2.03%
Max(CAGR)	+27.92%	+1.79%

Winner

LDRX

+1.38%

FUMB

+0.12%

Winner

LDRX

+7.12%

FUMB

+0.72%

Winner

LDRX

+10.32%

FUMB

+1.18%

Winner

LDRX

+20.49%

FUMB

+2.44%

5Y(CAGR)

LDRX

N/A

FUMB

+2.03%

Max(CAGR)

Winner

LDRX

+27.92%

FUMB

+1.79%

LDRX vs FUMB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LDRX	FUMB
2026	+9.03%	+1.37%
2025	+23.81%	+2.89%
2024	N/A	+3.00%
2023	N/A	+2.97%
2022	N/A	+0.17%
2021	N/A	+0.33%
2020	N/A	+1.30%
2019	N/A	+2.01%
2018	N/A	+0.30%

LDRX vs FUMB Drawdown Comparison

The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.

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

The current LDRX drawdown is -1.92%. The current FUMB drawdown is -0.10%.

Rank	LDRX	FUMB
#1	-10.62% Oct 29, 2025 - Apr 15, 2026	-2.68% Mar 9, 2020 - Mar 26, 2020
#2	-5.44% Jun 1, 2026 - Jun 25, 2026	-1.25% Aug 5, 2021 - Jan 10, 2023
#3	-2.89% Jul 25, 2025 - Aug 13, 2025	-1.14% Mar 26, 2020 - Jul 30, 2020
#4	-2.36% May 16, 2025 - Jun 3, 2025	-0.60% Apr 3, 2025 - May 15, 2025
#5	-2.35% Sep 22, 2025 - Oct 20, 2025	-0.50% Dec 27, 2023 - Jan 30, 2024
#6	-2.12% May 14, 2026 - May 28, 2026	-0.48% Aug 19, 2020 - Dec 3, 2020
#7	-1.43% Aug 14, 2025 - Aug 22, 2025	-0.45% Dec 31, 2018 - Feb 25, 2019
#8	-1.16% Jul 3, 2025 - Jul 22, 2025	-0.38% Jan 26, 2023 - Mar 10, 2023
#9	-1.14% Aug 28, 2025 - Sep 4, 2025	-0.35% Nov 5, 2018 - Dec 3, 2018
#10	-1.13% Apr 17, 2026 - Apr 22, 2026	-0.35% Dec 30, 2019 - Feb 3, 2020
#11	-0.88% Jun 16, 2025 - Jun 23, 2025	-0.35% Feb 8, 2021 - Jun 14, 2021
#12	-0.85% May 5, 2025 - May 8, 2025	-0.30% Aug 14, 2023 - Aug 22, 2023
#13	-0.61% Apr 22, 2026 - Apr 24, 2026	-0.30% Feb 1, 2024 - Feb 22, 2024
#14	-0.60% Oct 20, 2025 - Oct 23, 2025	-0.30% Dec 6, 2018 - Dec 21, 2018
#15	-0.54% Jun 10, 2025 - Jun 12, 2025	-0.30% Jul 30, 2020 - Aug 7, 2020