Screener
FCAL vs MFLX
First Trust California Municipal High Income ETF vs First Trust Flexible Municipal High Income ETF
Key differences
Both FCAL and MFLX are fixed income ETFs. FCAL charges 0.49% a year and MFLX 0.75%. The main difference: FCAL costs 0.26% less per year.
- FCAL costs 0.26% less per year.
- FCAL is much larger than MFLX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MFLX has delivered higher annualized returns.
Side-by-side comparison
| FCAL | MFLX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.75% |
| Fund size (AUM) | $220M | $19M |
| Since | 2017 | 2016 |
| Dividend yield | 3.33% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.9% | +9.3% |
| CAGR 3Y | +3.6% | +5.6% |
| CAGR 5Y | +0.7% | -0.0% |
| Sharpe 3Y | 0.02 | 0.23 |
| Volatility 1Y | 2.70% | 4.07% |
| Max drawdown | -14.81% | -26.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.