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CANQ vs TAXF

Calamos Nasdaq Equity & Income ETF vs American Century Diversified Municipal Bond ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

TAXF

American Century Diversified Municipal Bond ETF

Annual cost

0.27%

Fund size

$659M

Key differences

Both CANQ and TAXF are fixed income ETFs. CANQ charges 0.94% a year and TAXF 0.27%. The main difference: CANQ follows a option income strategy; TAXF uses active selection.

  • CANQ follows a option income strategy; TAXF uses active selection.
  • TAXF costs 0.67% less per year.
  • TAXF is much larger than CANQ. Larger funds are usually more liquid and less likely to close.
  • TAXF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CANQTAXF
Annual cost (TER)0.94%0.27%
Fund size (AUM)$25M$659M
Since20242018
Dividend yield4.32%3.77%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+12.3%+8.0%
CAGR 3YN/A+4.1%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.12
Volatility 1Y11.15%3.00%
Max drawdown-12.79%-13.94%

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

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