CATF vs FCEF
Comparison between AMERICAN CENTURY CALIFORNIA MUNICIPAL BOND ETF (CATF, ETF) and FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF).
CATF vs FCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CATF
$75M
FCEF
$75M
Expense Ratio
Winner
CATF
0.27%
FCEF
3.69%
Max Drawdown
Winner
CATF
6.21%
FCEF
45.08%
Sharpe Ratio
CATF
1.22
Winner
FCEF
1.36
5Y Beta
Winner
CATF
0.03
FCEF
0.52
5Y Dividends CAGR
CATF
N/A
FCEF
7.77%
CATF vs FCEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CATF
+0.61%
FCEF
-0.60%
3M
CATF
+0.27%
Winner
FCEF
+2.35%
6M
CATF
+2.12%
Winner
FCEF
+6.06%
1Y
CATF
+7.68%
Winner
FCEF
+15.15%
5Y(CAGR)
CATF
N/A
FCEF
+5.64%
10Y(CAGR)
CATF
N/A
FCEF
+8.06%
Max(CAGR)
CATF
+3.38%
Winner
FCEF
+8.06%
CATF vs FCEF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CATF | FCEF |
|---|---|---|
| 2026 | +1.74% | +5.40% |
| 2025 | +3.52% | +14.75% |
| 2024 | +0.66% | +17.46% |
| 2023 | N/A | +9.76% |
| 2022 | N/A | -19.62% |
| 2021 | N/A | +20.61% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +27.64% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +14.94% |
| 2016 | N/A | +1.17% |
CATF vs FCEF Drawdown Comparison
The maximum drawdown for CATF was -4.83%, occurring on Apr 11, 2025. Recovery took 189 trading sessions.
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current CATF drawdown is -0.59%. The current FCEF drawdown is -2.02%.
| Rank | CATF | FCEF |
|---|---|---|
| #1 | -4.83% Dec 6, 2024 - Sep 11, 2025 | -44.80% Feb 19, 2020 - Jan 7, 2021 |
| #2 | -2.77% Feb 27, 2026 - Mar 27, 2026 | -25.29% Sep 7, 2021 - Jul 16, 2024 |
| #3 | -2.32% Oct 1, 2024 - Dec 2, 2024 | -17.78% Aug 29, 2018 - Apr 5, 2019 |
| #4 | -0.83% Aug 2, 2024 - Sep 6, 2024 | -12.39% Feb 18, 2025 - Jun 3, 2025 |
| #5 | -0.76% Sep 16, 2025 - Oct 13, 2025 | -7.03% Mar 2, 2026 - Apr 30, 2026 |
| #6 | -0.60% Nov 28, 2025 - Jan 6, 2026 | -6.94% Oct 10, 2016 - Jan 5, 2017 |
| #7 | -0.57% Oct 27, 2025 - Nov 26, 2025 | -6.90% Jan 26, 2018 - Jul 24, 2018 |
| #8 | -0.38% Jul 18, 2024 - Jul 29, 2024 | -5.39% Dec 5, 2024 - Feb 5, 2025 |
| #9 | -0.33% Jan 15, 2026 - Jan 21, 2026 | -4.87% Jul 12, 2021 - Aug 12, 2021 |
| #10 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -0.17% Sep 16, 2024 - Sep 27, 2024 | -4.07% May 6, 2019 - Jun 18, 2019 |
| #12 | -0.15% Dec 2, 2024 - Dec 4, 2024 | -3.94% Jul 16, 2019 - Sep 13, 2019 |
| #13 | -0.14% Jan 21, 2026 - Jan 29, 2026 | -3.57% Oct 13, 2017 - Dec 28, 2017 |
| #14 | -0.12% Feb 5, 2026 - Feb 9, 2026 | -3.55% Aug 1, 2017 - Sep 18, 2017 |
| #15 | -0.10% Sep 27, 2024 - Oct 1, 2024 | -3.23% Feb 12, 2021 - Mar 15, 2021 |
Correlation
Correlation between CATF and FCEF is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2016 - 2026)
CATF vs FCEF dividend yield comparison.
| Year | CATF | FCEF |
|---|---|---|
| 2026 | 1.53% | 2.90% |
| 2025 | 3.40% | 7.05% |
| 2024 | 1.32% | 7.13% |
| 2023 | 0.00% | 7.17% |
| 2022 | 0.00% | 7.26% |
| 2021 | 0.00% | 4.74% |
| 2020 | 0.00% | 5.03% |
| 2019 | 0.00% | 5.07% |
| 2018 | 0.00% | 5.96% |
| 2017 | 0.00% | 4.90% |
| 2016 | 0.00% | 1.51% |
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