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BAB vs VTEB

Invesco Taxable Municipal Bond ETF vs Vanguard Tax-Exempt Bond Index Fund ETF Shares

BAB

Invesco Taxable Municipal Bond ETF

Annual cost

0.28%

Fund size

$1.1B

VTEB

Vanguard Tax-Exempt Bond Index Fund ETF Shares

Annual cost

0.03%

Fund size

$47.6B

Key differences

Both BAB and VTEB are fixed income ETFs. BAB charges 0.28% a year and VTEB 0.03%. The main difference: VTEB costs 0.25% less per year.

  • VTEB costs 0.25% less per year.
  • VTEB is much larger than BAB. Larger funds are usually 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

BABVTEB
Annual cost (TER)0.28%0.03%
Fund size (AUM)$1.1B$47.6B
Since20092015
Dividend yield4.09%3.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+6.7%
CAGR 3Y+4.2%+3.5%
CAGR 5Y-0.4%+0.9%
Sharpe 3Y0.11-0.01
Volatility 1Y5.73%2.71%
Max drawdown-27.80%-17.00%

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

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