Screener
BAB vs CALI
Invesco Taxable Municipal Bond ETF vs iShares Short-Term California Muni Active ETF
Key differences
- CALI costs 0.08% less per year.
- BAB is significantly larger than CALI — larger funds tend to be more liquid and less likely to close.
- BAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAB | CALI | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.20% |
| Fund size (AUM) | $1.0B | $295M |
| Since | 2009 | 2023 |
| Dividend yield | 4.05% | 2.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.7% | +3.0% |
| CAGR 3Y | +4.0% | N/A |
| CAGR 5Y | -0.4% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 5.97% | 0.76% |
| Max drawdown | -27.80% | -0.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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