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TAFI vs YEAR

AB Tax-Aware Short Duration Municipal ETF vs AB Ultra Short Income ETF

TAFI

AB Tax-Aware Short Duration Municipal ETF

AllianceBernstein

Annual cost

0.27%

Fund size

$1.2B

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

Key differences

  • TAFI is classified as alternative, while YEAR is fixed income — different risk/return profiles.
  • Over the last 3 years, YEAR has delivered higher annualized returns.

Side-by-side comparison

TAFIYEAR
Annual cost (TER)0.27%0.25%
Fund size (AUM)$1.2B$1.5B
Since20222022
Dividend yield3.17%4.21%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.0%
CAGR 3Y+3.4%+5.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.081.27
Volatility 1Y1.46%0.77%
Max drawdown-2.14%-0.79%

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

Similar to TAFI and YEAR