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LMUB vs CALI

iShares Long-Term National Muni Bd ETF vs iShares Short-Term California Muni Active ETF

LMUB

iShares Long-Term National Muni Bd ETF

iShares

Annual cost

0.09%

Fund size

$1.5B

CALI

iShares Short-Term California Muni Active ETF

iShares

Annual cost

0.20%

Fund size

$295M

Key differences

  • LMUB costs 0.11% less per year.
  • LMUB is significantly larger than CALI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LMUBCALI
Annual cost (TER)0.09%0.20%
Fund size (AUM)$1.5B$295M
Since20252023
Dividend yield3.96%2.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+3.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.20%0.76%
Max drawdown-5.51%-0.78%

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

Similar to LMUB and CALI