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Screener

FCAL vs CATF

First Trust California Municipal High Income ETF vs American Century California Municipal Bond ETF

FCAL

First Trust California Municipal High Income ETF

Annual cost

0.49%

Fund size

$220M

CATF

American Century California Municipal Bond ETF

Annual cost

0.27%

Fund size

$78M

Key differences

Both FCAL and CATF are fixed income ETFs. FCAL charges 0.49% a year and CATF 0.27%. The main difference: CATF costs 0.22% less per year.

  • CATF costs 0.22% less per year.
  • FCAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FCALCATF
Annual cost (TER)0.49%0.27%
Fund size (AUM)$220M$78M
Since20172024
Dividend yield3.33%3.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.0%+7.7%
CAGR 3Y+3.7%N/A
CAGR 5Y+0.7%N/A
Sharpe 3Y0.03N/A
Volatility 1Y2.70%3.10%
Max drawdown-14.81%-4.83%

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

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