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CALI vs NYF

iShares Short-Term California Muni Active ETF vs iShares New York Muni Bond ETF

CALI

iShares Short-Term California Muni Active ETF

iShares

Annual cost

0.20%

Fund size

$295M

NYF

iShares New York Muni Bond ETF

iShares

Annual cost

0.09%

Fund size

$1.3B

Key differences

  • NYF costs 0.11% less per year.
  • NYF is significantly larger than CALI — larger funds tend to be more liquid and less likely to close.
  • NYF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CALINYF
Annual cost (TER)0.20%0.09%
Fund size (AUM)$295M$1.3B
Since20232007
Dividend yield2.55%3.05%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.0%+5.7%
CAGR 3YN/A+2.8%
CAGR 5YN/A+0.7%
Sharpe 3YN/A-0.18
Volatility 1Y0.76%2.79%
Max drawdown-0.78%-13.12%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CALI and NYF