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MAGG vs RMCA

Madison Aggregate Bond ETF vs Rockefeller California Municipal Bond ETF

MAGG

Madison Aggregate Bond ETF

Annual cost

0.36%

Fund size

$68M

RMCA

Rockefeller California Municipal Bond ETF

Annual cost

0.55%

Fund size

$18M

Key differences

Both MAGG and RMCA are fixed income ETFs. MAGG charges 0.36% a year and RMCA 0.55%. The main difference: MAGG costs 0.19% less per year.

  • MAGG costs 0.19% less per year.
  • MAGG is much larger than RMCA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MAGGRMCA
Annual cost (TER)0.36%0.55%
Fund size (AUM)$68M$18M
Since20232024
Dividend yield4.73%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+7.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.95%3.68%
Max drawdown-4.55%-5.95%

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

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