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RMCA vs TAXF

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

RMCA

Rockefeller California Municipal Bond ETF

Rockefeller Global Investment Management

Annual cost

0.55%

Fund size

$16M

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

Key differences

  • TAXF costs 0.28% less per year.
  • TAXF is significantly larger than RMCA — larger funds tend to be more liquid and less likely to close.
  • TAXF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMCATAXF
Annual cost (TER)0.55%0.27%
Fund size (AUM)$16M$627M
Since20242018
Dividend yield4.43%3.82%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.0%+7.0%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.03
Volatility 1Y3.82%3.09%
Max drawdown-5.95%-13.94%

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

Similar to RMCA and TAXF