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HIDV vs TAFI

AB US High Dividend ETF vs AB Tax-Aware Short Duration Municipal ETF

HIDV

AB US High Dividend ETF

AllianceBernstein

Annual cost

0.35%

Fund size

$177M

TAFI

AB Tax-Aware Short Duration Municipal ETF

AllianceBernstein

Annual cost

0.27%

Fund size

$1.2B

Key differences

  • TAFI costs 0.08% less per year.
  • TAFI is significantly larger than HIDV — larger funds tend to be more liquid and less likely to close.
  • HIDV is classified as equity, while TAFI is alternative — different risk/return profiles.
  • Over the last 3 years, HIDV has delivered higher annualized returns.

Side-by-side comparison

HIDVTAFI
Annual cost (TER)0.35%0.27%
Fund size (AUM)$177M$1.2B
Since20232022
Dividend yield2.36%3.17%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.3%+3.8%
CAGR 3Y+23.1%+3.4%
CAGR 5YN/AN/A
Sharpe 3Y1.26-0.08
Volatility 1Y12.03%1.46%
Max drawdown-18.76%-2.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HIDV and TAFI