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BAB vs VTES

Invesco Taxable Municipal Bond ETF vs Vanguard Short-Term Tax-Exempt Bond ETF Shares

BAB

Invesco Taxable Municipal Bond ETF

Annual cost

0.28%

Fund size

$1.1B

VTES

Vanguard Short-Term Tax-Exempt Bond ETF Shares

Annual cost

0.05%

Fund size

$2.0B

Key differences

Both BAB and VTES are fixed income ETFs. BAB charges 0.28% a year and VTES 0.05%. The main difference: VTES costs 0.23% less per year.

  • VTES costs 0.23% less per year.
  • Over the last three years, BAB has delivered higher annualized returns.
  • BAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BABVTES
Annual cost (TER)0.28%0.05%
Fund size (AUM)$1.1B$2.0B
Since20092023
Dividend yield4.09%2.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+3.5%
CAGR 3Y+4.2%+3.2%
CAGR 5Y-0.4%N/A
Sharpe 3Y0.11-0.25
Volatility 1Y5.73%1.24%
Max drawdown-27.80%-2.42%

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

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