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CMF vs CALI

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

CMF

iShares California Muni Bond ETF

iShares

Annual cost

0.08%

Fund size

$4.3B

CALI

iShares Short-Term California Muni Active ETF

iShares

Annual cost

0.20%

Fund size

$295M

Key differences

  • CMF costs 0.12% less per year.
  • CMF is significantly larger than CALI — larger funds tend to be more liquid and less likely to close.
  • CMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CMFCALI
Annual cost (TER)0.08%0.20%
Fund size (AUM)$4.3B$295M
Since20072023
Dividend yield2.96%2.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+3.0%
CAGR 3Y+2.8%N/A
CAGR 5Y+0.5%N/A
Sharpe 3Y-0.17N/A
Volatility 1Y2.81%0.76%
Max drawdown-14.57%-0.78%

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

Similar to CMF and CALI