Screener
TAFM vs FMHI
AB Tax-Aware Intermediate Municipal ETF vs First Trust Municipal High Income ETF
Key differences
Both TAFM and FMHI are fixed income ETFs. TAFM charges 0.28% a year and FMHI 0.49%. The main difference: TAFM follows a active selection strategy; FMHI uses index tracking.
- TAFM follows a active selection strategy; FMHI uses index tracking.
- TAFM costs 0.21% less per year.
- FMHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAFM | FMHI | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.49% |
| Fund size (AUM) | $612M | $976M |
| Since | 2023 | 2017 |
| Dividend yield | 3.67% | 4.26% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.4% | +8.3% |
| CAGR 3Y | N/A | +5.5% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | N/A | 0.40 |
| Volatility 1Y | 3.13% | 3.07% |
| Max drawdown | -4.74% | -18.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.