Screener
CATF vs FCOR
American Century California Municipal Bond ETF vs Fidelity Corporate Bond ETF
Key differences
Both CATF and FCOR are fixed income ETFs. CATF charges 0.27% a year and FCOR 0.36%. The main difference: CATF follows a active selection strategy; FCOR uses index tracking.
- CATF follows a active selection strategy; FCOR uses index tracking.
- CATF costs 0.09% less per year.
- FCOR is much larger than CATF. Larger funds are usually more liquid and less likely to close.
- FCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATF | FCOR | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.36% |
| Fund size (AUM) | $78M | $342M |
| Since | 2024 | 2014 |
| Dividend yield | 3.50% | 4.54% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +5.4% |
| CAGR 3Y | N/A | +6.0% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | N/A | 0.40 |
| Volatility 1Y | 3.10% | 4.38% |
| Max drawdown | -4.83% | -22.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.