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BAB vs CMF

Invesco Taxable Municipal Bond ETF vs iShares California Muni Bond ETF

BAB

Invesco Taxable Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$1.0B

CMF

iShares California Muni Bond ETF

iShares

Annual cost

0.08%

Fund size

$4.3B

Key differences

  • CMF costs 0.20% less per year.
  • CMF is significantly larger than BAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BAB has delivered higher annualized returns.

Side-by-side comparison

BABCMF
Annual cost (TER)0.28%0.08%
Fund size (AUM)$1.0B$4.3B
Since20092007
Dividend yield4.05%2.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.7%+5.8%
CAGR 3Y+4.0%+2.8%
CAGR 5Y-0.4%+0.5%
Sharpe 3Y0.08-0.17
Volatility 1Y5.97%2.81%
Max drawdown-27.80%-14.57%

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

Similar to BAB and CMF