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XHLF vs FMB

Comparison between BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF) and FIRST TRUST MANAGED MUNICIPAL ETF (FMB, ETF).

XHLF vs FMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XHLF
$1.90B
Winner
FMB
$2B
Expense Ratio
Winner
XHLF
0.03%
FMB
0.39%
Max Drawdown
Winner
XHLF
0.62%
FMB
16.84%
Sharpe Ratio
XHLF
0.47
Winner
FMB
1.13
5Y Beta
Winner
XHLF
-0.00
FMB
0.02
5Y Dividends CAGR
XHLF
N/A
FMB
8.25%

XHLF vs FMB - Historical Returns

Returns include dividend reinvestment.

1M
XHLF
+0.32%
Winner
FMB
+0.65%
3M
XHLF
+0.90%
Winner
FMB
+1.02%
6M
XHLF
+1.69%
Winner
FMB
+2.21%
1Y
XHLF
+3.89%
Winner
FMB
+6.60%
5Y(CAGR)
XHLF
N/A
FMB
+0.63%
10Y(CAGR)
XHLF
N/A
FMB
+2.27%
Max(CAGR)
Winner
XHLF
+4.44%
FMB
+2.96%

XHLF vs FMB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearXHLFFMB
2026+1.43%+1.67%
2025+4.21%+3.55%
2024+5.06%+2.11%
2023+4.90%+6.09%
2022+0.96%-9.81%
2021N/A+2.41%
2020N/A+4.36%
2019N/A+8.01%
2018N/A+1.23%
2017N/A+7.24%
2016N/A+1.40%
2015N/A+4.50%
2014N/A+4.26%

XHLF vs FMB Drawdown Comparison

The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.

The maximum drawdown for FMB was -14.16%, occurring on Oct 26, 2022. Recovery took 1067 trading sessions.

The current FMB drawdown is -0.49%.

RankXHLFFMB
#1-0.11%
Oct 10, 2022 - Oct 27, 2022
-14.16%
Jul 19, 2021 - Oct 16, 2025
#2-0.09%
Mar 13, 2023 - Mar 15, 2023
-13.92%
Mar 6, 2020 - Dec 3, 2020
#3-0.07%
Mar 17, 2023 - Mar 23, 2023
-6.01%
Sep 7, 2016 - Jun 6, 2017
#4-0.07%
Mar 24, 2023 - Apr 4, 2023
-2.73%
Feb 27, 2026 - Mar 26, 2026
#5-0.07%
Dec 23, 2022 - Dec 29, 2022
-2.10%
Feb 10, 2021 - May 25, 2021
#6-0.07%
Oct 28, 2022 - Nov 8, 2022
-2.01%
Aug 15, 2018 - Dec 7, 2018
#7-0.06%
Apr 5, 2023 - Apr 20, 2023
-2.00%
Apr 14, 2015 - Oct 7, 2015
#8-0.06%
Mar 3, 2023 - Mar 10, 2023
-1.96%
Dec 6, 2017 - Jul 13, 2018
#9-0.06%
Feb 2, 2023 - Feb 10, 2023
-1.59%
Jan 28, 2015 - Mar 19, 2015
#10-0.06%
Feb 1, 2024 - Feb 8, 2024
-1.51%
Oct 30, 2014 - Dec 12, 2014
#11-0.06%
Aug 5, 2024 - Aug 12, 2024
-1.48%
Sep 3, 2019 - Oct 8, 2019
#12-0.06%
Oct 2, 2024 - Oct 11, 2024
-1.34%
Oct 8, 2019 - Jan 3, 2020
#13-0.06%
Mar 15, 2023 - Mar 17, 2023
-1.20%
May 16, 2014 - Jun 26, 2014
#14-0.04%
Mar 1, 2024 - Mar 7, 2024
-1.16%
Jun 26, 2014 - Jul 28, 2014
#15-0.04%
May 9, 2025 - May 16, 2025
-1.05%
Feb 19, 2016 - Apr 4, 2016

Correlation

Correlation between XHLF and FMB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2014 - 2026)

XHLF vs FMB dividend yield comparison.

YearXHLFFMB
20261.52%1.51%
20253.99%3.37%
20244.96%3.22%
20234.50%2.98%
20220.86%2.47%
20210.00%1.96%
20200.00%2.19%
20190.00%2.47%
20180.00%2.58%
20170.00%2.49%
20160.00%2.93%
20150.00%3.07%
20140.00%1.70%

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