FTSM vs. CIBR - ETF Comparison
FTSM - First Trust Enhanced Short Maturity ETF
The First Trust Enhanced Short Maturity ETF is an actively managed bond fund that invests in a diversified portfolio of short-term bonds, aiming to provide income and capital preservation. The fund focuses on the broad credit market, with a proprietary weighting scheme, and has a short-term investment horizon.
CIBR - First Trust NASDAQ Cybersecurity ETF
The First Trust NASDAQ Cybersecurity ETF (CIBR) provides targeted exposure to the cybersecurity segment of the technology and industrial sectors. The fund tracks an index of companies engaged in cybersecurity, with a minimum market cap of $250 million and a minimum free-float of 20%. The portfolio is weighted based on liquidity and includes familiar names like Cisco Systems, Akamai, and NortonLifeLock.
| FTSM | CIBR | |
|---|---|---|
| Fund Name | First Trust Enhanced Short Maturity ETF | First Trust NASDAQ Cybersecurity ETF |
| Fund Provider | First Trust | First Trust |
| Index | Active (No Index) | Nasdaq CTA Cybersecurity Index |
| Asset Class | Bonds | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.45% | 0.59% |
| Inception Date | 2014-08-05 | 2015-07-07 |
| Number Of Holdings | 301 | 31 |
| Region | United States | United States |
| Investment Style | Active | Growth |
| Sector | Financials | Technology |
| Sector Detail | Bonds | Cybersecurity |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.