Screener
BAB vs TAFM
Invesco Taxable Municipal Bond ETF vs AB Tax-Aware Intermediate Municipal ETF
Key differences
Both BAB and TAFM are fixed income ETFs. BAB charges 0.28% a year and TAFM 0.28%. The main difference: BAB follows a index tracking strategy; TAFM uses active selection.
- BAB follows a index tracking strategy; TAFM uses active selection.
- BAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAB | TAFM | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.28% |
| Fund size (AUM) | $1.1B | $612M |
| Since | 2009 | 2023 |
| Dividend yield | 4.09% | 3.67% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +7.0% |
| CAGR 3Y | +4.2% | N/A |
| CAGR 5Y | -0.4% | N/A |
| Sharpe 3Y | 0.11 | N/A |
| Volatility 1Y | 5.73% | 3.21% |
| Max drawdown | -27.80% | -4.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.