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MDIV vs INTM

Multi-Asset Diversified Income Index Fund vs Invesco Intermediate Municipal ETF

MDIV

Multi-Asset Diversified Income Index Fund

First Trust

Annual cost

0.71%

Fund size

$417M

INTM

Invesco Intermediate Municipal ETF

Invesco

Annual cost

0.35%

Fund size

$101M

Key differences

  • INTM costs 0.36% less per year.
  • MDIV is significantly larger than INTM — larger funds tend to be more liquid and less likely to close.
  • MDIV is classified as mixed asset, while INTM is fixed income — different risk/return profiles.
  • MDIV follows a index tracking strategy; INTM uses active selection.
  • MDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDIVINTM
Annual cost (TER)0.71%0.35%
Fund size (AUM)$417M$101M
Since20122025
Dividend yield6.13%
Asset classmixed assetfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+13.4%N/A
CAGR 3Y+12.3%N/A
CAGR 5Y+6.4%N/A
Sharpe 3Y0.94N/A
Volatility 1Y6.70%
Max drawdown-48.50%-2.65%

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

Similar to MDIV and INTM