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Beacon
Screener

BAB vs HIMU

Invesco Taxable Municipal Bond ETF vs iShares High Yield Muni Active ETF

BAB

Invesco Taxable Municipal Bond ETF

Annual cost

0.28%

Fund size

$1.1B

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

Both BAB and HIMU are fixed income ETFs. BAB charges 0.28% a year and HIMU 0.39%. The main difference: BAB follows a index tracking strategy; HIMU uses active selection.

  • BAB follows a index tracking strategy; HIMU uses active selection.
  • BAB costs 0.11% less per year.

Side-by-side comparison

BABHIMU
Annual cost (TER)0.28%0.39%
Fund size (AUM)$1.1B$2.3B
Since20092006
Dividend yield4.09%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.2%+6.8%
CAGR 3Y+4.2%N/A
CAGR 5Y-0.4%N/A
Sharpe 3Y0.11N/A
Volatility 1Y5.73%4.58%
Max drawdown-27.80%-8.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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