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PRFD vs SMMU
PIMCO Preferred And Capital Securities Active Exchange-Traded Fund vs PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
Key differences
- SMMU costs 0.38% less per year.
- SMMU is significantly larger than PRFD — larger funds tend to be more liquid and less likely to close.
- PRFD covers global markets; SMMU covers north america.
- Over the last 3 years, PRFD has delivered higher annualized returns.
- SMMU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PRFD | SMMU | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.35% |
| Fund size (AUM) | $212M | $1.1B |
| Since | 2023 | 2010 |
| Dividend yield | 5.70% | 2.79% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.5% | +4.0% |
| CAGR 3Y | +9.7% | +3.8% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | 1.52 | 0.10 |
| Volatility 1Y | 3.21% | 1.03% |
| Max drawdown | -11.93% | -5.09% |
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