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CATF vs CALI

American Century California Municipal Bond ETF vs iShares Short-Term California Muni Active ETF

CATF

American Century California Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$75M

CALI

iShares Short-Term California Muni Active ETF

iShares

Annual cost

0.20%

Fund size

$295M

Key differences

  • CALI costs 0.07% less per year.
  • CALI is significantly larger than CATF — larger funds tend to be more liquid and less likely to close.
  • CATF follows a active selection strategy; CALI uses index tracking.

Side-by-side comparison

CATFCALI
Annual cost (TER)0.27%0.20%
Fund size (AUM)$75M$295M
Since20242023
Dividend yield3.55%2.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+3.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.14%0.76%
Max drawdown-4.83%-0.78%

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

Similar to CATF and CALI