Screener
FLTB vs TAXF
Fidelity Limited Term Bond ETF vs American Century Diversified Municipal Bond ETF
Key differences
Both FLTB and TAXF are fixed income ETFs. FLTB charges 0.25% a year and TAXF 0.27%. The main difference: FLTB follows a index tracking strategy; TAXF uses active selection.
- FLTB follows a index tracking strategy; TAXF uses active selection.
- Over the last three years, FLTB has delivered higher annualized returns.
Side-by-side comparison
| FLTB | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.27% |
| Fund size (AUM) | $401M | $659M |
| Since | 2014 | 2018 |
| Dividend yield | 4.36% | 3.77% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +7.9% |
| CAGR 3Y | +5.6% | +4.1% |
| CAGR 5Y | +2.3% | +1.1% |
| Sharpe 3Y | 0.81 | 0.14 |
| Volatility 1Y | 2.11% | 3.01% |
| Max drawdown | -9.37% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.