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TAXF vs ISTB

American Century Diversified Municipal Bond ETF vs iShares Core 1-5 Year USD Bond ETF

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

  • ISTB costs 0.21% less per year.
  • ISTB is significantly larger than TAXF — larger funds tend to be more liquid and less likely to close.
  • TAXF follows a active selection strategy; ISTB uses index tracking.
  • Over the last 3 years, ISTB has delivered higher annualized returns.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXFISTB
Annual cost (TER)0.27%0.06%
Fund size (AUM)$627M$4.7B
Since20182012
Dividend yield3.82%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+4.4%
CAGR 3Y+3.6%+4.7%
CAGR 5Y+0.9%+1.8%
Sharpe 3Y0.030.47
Volatility 1Y3.09%1.77%
Max drawdown-13.94%-9.34%

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

Similar to TAXF and ISTB