Screener
CATF vs FSMB
American Century California Municipal Bond ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
Both CATF and FSMB are fixed income ETFs. CATF charges 0.27% a year and FSMB 0.34%. The main difference: CATF costs 0.07% less per year.
- CATF costs 0.07% less per year.
- FSMB is much larger than CATF. Larger funds are usually more liquid and less likely to close.
- FSMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATF | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.34% |
| Fund size (AUM) | $78M | $611M |
| Since | 2024 | 2018 |
| Dividend yield | 3.50% | 3.15% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | +4.0% |
| CAGR 3Y | N/A | +3.5% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | N/A | -0.03 |
| Volatility 1Y | 3.10% | 1.40% |
| Max drawdown | -4.83% | -6.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.