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APMU vs TAFI

ActivePassive Intermediate Municipal Bond ETF vs AB Tax-Aware Short Duration Municipal ETF

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

TAFI

AB Tax-Aware Short Duration Municipal ETF

AllianceBernstein

Annual cost

0.27%

Fund size

$1.2B

Key differences

  • TAFI costs 0.08% less per year.
  • TAFI is significantly larger than APMU — larger funds tend to be more liquid and less likely to close.
  • APMU is classified as fixed income, while TAFI is alternative — different risk/return profiles.

Side-by-side comparison

APMUTAFI
Annual cost (TER)0.35%0.27%
Fund size (AUM)$224M$1.2B
Since20232022
Dividend yield2.64%3.17%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.9%+3.8%
CAGR 3Y+2.5%+3.4%
CAGR 5YN/AN/A
Sharpe 3Y-0.37-0.08
Volatility 1Y2.35%1.46%
Max drawdown-4.39%-2.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APMU and TAFI