Screener
TAFI vs FUMB
AB Tax-Aware Short Duration Municipal ETF vs First Trust Ultra Short Duration Municipal ETF
Key differences
Both TAFI and FUMB are fixed income ETFs. TAFI charges 0.27% a year and FUMB 0.29%. The main difference: TAFI is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
- TAFI is much larger than FUMB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TAFI | FUMB | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.29% |
| Fund size (AUM) | $1.3B | $231M |
| Since | 2022 | 2018 |
| Dividend yield | 3.17% | 2.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +2.7% |
| CAGR 3Y | +3.7% | +3.0% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | 0.04 | -0.46 |
| Volatility 1Y | 1.46% | 0.78% |
| Max drawdown | -2.14% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.