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CALI vs MEAR

iShares Short-Term California Muni Active ETF vs iShares Short Maturity Municipal Bond Active ETF

CALI

iShares Short-Term California Muni Active ETF

Annual cost

0.20%

Fund size

$361M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both CALI and MEAR are fixed income ETFs. CALI charges 0.20% a year and MEAR 0.26%. The main difference: CALI costs 0.06% less per year.

  • CALI costs 0.06% less per year.
  • MEAR is much larger than CALI. Larger funds are usually more liquid and less likely to close.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CALIMEAR
Annual cost (TER)0.20%0.26%
Fund size (AUM)$361M$1.4B
Since20232015
Dividend yield2.54%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+2.9%+3.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A-0.07
Volatility 1Y0.76%0.86%
Max drawdown-0.78%-2.68%

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

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