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INMU vs FCAL

iShares Intermediate Muni Income Active ETF vs First Trust California Municipal High Income ETF

INMU

iShares Intermediate Muni Income Active ETF

Annual cost

0.30%

Fund size

$489M

FCAL

First Trust California Municipal High Income ETF

Annual cost

0.49%

Fund size

$220M

Key differences

Both INMU and FCAL are fixed income ETFs. INMU charges 0.30% a year and FCAL 0.49%. The main difference: INMU costs 0.19% less per year.

  • INMU costs 0.19% less per year.
  • Over the last three years, INMU has delivered higher annualized returns.

Side-by-side comparison

INMUFCAL
Annual cost (TER)0.30%0.49%
Fund size (AUM)$489M$220M
Since20212017
Dividend yield3.39%3.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+7.0%
CAGR 3Y+4.8%+3.7%
CAGR 5Y+1.8%+0.7%
Sharpe 3Y0.300.03
Volatility 1Y2.48%2.70%
Max drawdown-10.66%-14.81%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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