Screener
FMB vs TAFI
First Trust Managed Municipal ETF vs AB Tax-Aware Short Duration Municipal ETF
Key differences
Both FMB and TAFI are fixed income ETFs. FMB charges 0.39% a year and TAFI 0.27%. The main difference: FMB follows a index tracking strategy; TAFI uses active selection.
- FMB follows a index tracking strategy; TAFI uses active selection.
- TAFI costs 0.12% less per year.
- FMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMB | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.27% |
| Fund size (AUM) | $2.0B | $1.3B |
| Since | 2014 | 2022 |
| Dividend yield | 3.51% | 3.17% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.9% | +3.8% |
| CAGR 3Y | +4.0% | +3.7% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.11 | 0.04 |
| Volatility 1Y | 2.63% | 1.46% |
| Max drawdown | -14.16% | -2.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.