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RMCA vs KORP

Rockefeller California Municipal Bond ETF vs American Century Diversified Corporate Bond ETF

RMCA

Rockefeller California Municipal Bond ETF

Rockefeller Global Investment Management

Annual cost

0.55%

Fund size

$16M

KORP

American Century Diversified Corporate Bond ETF

American Century Investments

Annual cost

0.29%

Fund size

$799M

Key differences

  • KORP costs 0.26% less per year.
  • KORP is significantly larger than RMCA — larger funds tend to be more liquid and less likely to close.
  • RMCA covers north america markets; KORP covers global.
  • KORP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMCAKORP
Annual cost (TER)0.55%0.29%
Fund size (AUM)$16M$799M
Since20242018
Dividend yield4.43%5.13%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+6.0%+7.2%
CAGR 3YN/A+5.5%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.37
Volatility 1Y3.82%4.47%
Max drawdown-5.95%-14.90%

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

Similar to RMCA and KORP