Screener
FCAL vs TAFM
First Trust California Municipal High Income ETF vs AB Tax-Aware Intermediate Municipal ETF
Key differences
Both FCAL and TAFM are fixed income ETFs. FCAL charges 0.49% a year and TAFM 0.28%. The main difference: TAFM costs 0.21% less per year.
- TAFM costs 0.21% less per year.
- FCAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCAL | TAFM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.28% |
| Fund size (AUM) | $220M | $612M |
| Since | 2017 | 2023 |
| Dividend yield | 3.33% | 3.67% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +7.4% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.03 | N/A |
| Volatility 1Y | 2.70% | 3.13% |
| Max drawdown | -14.81% | -4.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.