Screener
TAXF vs MDIV
American Century Diversified Municipal Bond ETF vs Multi-Asset Diversified Income Index Fund
Key differences
TAXF is a fixed income ETF, while MDIV is a mixed asset ETF. TAXF charges 0.27% a year and MDIV 0.71%.
- TAXF is a fixed income fund, while MDIV is a mixed asset fund. They carry different risk/return profiles.
- TAXF follows a active selection strategy; MDIV uses index tracking.
- TAXF costs 0.44% less per year.
- Over the last three years, MDIV has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAXF | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.71% |
| Fund size (AUM) | $659M | $411M |
| Since | 2018 | 2012 |
| Dividend yield | 3.77% | 6.38% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.0% | +12.2% |
| CAGR 3Y | +4.1% | +11.9% |
| CAGR 5Y | +1.1% | +5.9% |
| Sharpe 3Y | 0.12 | 0.91 |
| Volatility 1Y | 3.00% | 6.75% |
| Max drawdown | -13.94% | -48.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.