Screener
APMU vs PTRB
ActivePassive Intermediate Municipal Bond ETF vs PGIM Total Return Bond ETF
Key differences
Both APMU and PTRB are fixed income ETFs. APMU charges 0.35% a year and PTRB 0.49%. The main difference: APMU costs 0.14% less per year.
- APMU costs 0.14% less per year.
- PTRB is much larger than APMU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PTRB has delivered higher annualized returns.
Side-by-side comparison
| APMU | PTRB | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.49% |
| Fund size (AUM) | $232M | $987M |
| Since | 2023 | 2021 |
| Dividend yield | 2.65% | 5.12% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +5.4% |
| CAGR 3Y | +3.0% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.22 | 0.32 |
| Volatility 1Y | 2.40% | 4.02% |
| Max drawdown | -4.39% | -19.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.