Screener
MDIV vs TAXF
Multi-Asset Diversified Income Index Fund vs American Century Diversified Municipal Bond ETF
Key differences
MDIV is a mixed asset ETF, while TAXF is a fixed income ETF. MDIV charges 0.71% a year and TAXF 0.27%.
- MDIV is a mixed asset fund, while TAXF is a fixed income fund. They carry different risk/return profiles.
- MDIV follows a index tracking strategy; TAXF uses active selection.
- TAXF costs 0.44% less per year.
- Over the last three years, MDIV has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.27% |
| Fund size (AUM) | $411M | $659M |
| Since | 2012 | 2018 |
| Dividend yield | 6.38% | 3.77% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.3% | +7.9% |
| CAGR 3Y | +11.4% | +4.1% |
| CAGR 5Y | +5.9% | +1.1% |
| Sharpe 3Y | 0.85 | 0.14 |
| Volatility 1Y | 6.71% | 3.01% |
| Max drawdown | -48.50% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.