Screener
TAXF vs AOM
American Century Diversified Municipal Bond ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
TAXF is a fixed income ETF, while AOM is a mixed asset ETF. TAXF charges 0.27% a year and AOM 0.15%.
- TAXF is a fixed income fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- TAXF follows a active selection strategy; AOM uses index tracking.
- AOM costs 0.12% less per year.
- Over the last three years, AOM has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAXF | AOM | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.15% |
| Fund size (AUM) | $659M | $1.8B |
| Since | 2018 | 2008 |
| Dividend yield | 3.77% | 2.98% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.9% | +13.4% |
| CAGR 3Y | +4.1% | +10.9% |
| CAGR 5Y | +1.1% | +4.8% |
| Sharpe 3Y | 0.14 | 0.96 |
| Volatility 1Y | 3.01% | 6.90% |
| Max drawdown | -13.94% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.