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IUSB vs TAXF

iShares Core Universal USD Bond ETF vs American Century Diversified Municipal Bond ETF

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

Key differences

  • IUSB costs 0.21% less per year.
  • IUSB is significantly larger than TAXF — larger funds tend to be more liquid and less likely to close.
  • IUSB follows a index tracking strategy; TAXF uses active selection.

Side-by-side comparison

IUSBTAXF
Annual cost (TER)0.06%0.27%
Fund size (AUM)$36.5B$627M
Since20142018
Dividend yield4.24%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.0%+7.0%
CAGR 3Y+4.2%+3.6%
CAGR 5Y+0.5%+0.9%
Sharpe 3Y0.150.03
Volatility 1Y3.66%3.09%
Max drawdown-17.90%-13.94%

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

Similar to IUSB and TAXF