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FTSM
+0.03 · +0.04%
$60.01 · NASDAQ

First Trust Enhanced Short Maturity ETF (FTSM) ETF Analysis | Ultrashort Bond

First Trust · United States
AUM:$6.4B
#– of – in Ultrashort Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

FTSM returned +4.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is FTSM?

Under normal market conditions, the Advisor intends to achieve its investment objective by investing at least 80% of its net assets in a portfolio of U. dollar-denominated fixed- and variable-rate debt securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
FTSM returned 4.6% over the past year.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$6.4B
Expense Ratio0.45%
Dividend Yield4.25%
Holdings1
Inception DateAug 2014
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta0.05
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.3%
1Y
+2.4%
3Y
+13.5%
5Y
+17.9%
OpenBook InsightIf you had invested £10,000 in FTSM 5 years ago, it would have grown to £11,791 — a gain of £1,791.

Annual Returns

Calendar year performance

FTSM delivered positive returns in 5 of the last 5 calendar years.
YearFTSM
2026 YTD+0.9%
2025+4.6%
2024+5.2%
2023+5.1%
2022+1.0%
CAGR 4yr+4.0%
5/5 positive yearsAvg return: +3.4%Worst year: +0.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
1.0%
Low
Momentum
+0.1%
30-day change
Support Level
59.73
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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