Screener
FUMB vs TAFI
First Trust Ultra Short Duration Municipal ETF vs AB Tax-Aware Short Duration Municipal ETF
Key differences
Both FUMB and TAFI are fixed income ETFs. FUMB charges 0.29% a year and TAFI 0.27%. The main difference: TAFI is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
- TAFI is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FUMB | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.27% |
| Fund size (AUM) | $231M | $1.3B |
| Since | 2018 | 2022 |
| Dividend yield | 2.80% | 3.17% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +2.7% | +3.8% |
| CAGR 3Y | +3.0% | +3.7% |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | -0.46 | 0.04 |
| Volatility 1Y | 0.78% | 1.46% |
| Max drawdown | -2.68% | -2.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.