CALI — iShares Short-Term California Muni Active ETF
iShares Short-Term California Muni Active ETF (CALI)
CALI pays a 2.40% distribution rate, monthly, on a 0.20% expense ratio. Its Distribution Safety Score™ is 89 (Safe), giving a Safety-Adjusted Yield of 2.14%. Distributions fell 17.6% over the past year. Total return is 9.7% over the past 3.1 years, 69.6 points behind SPY at 79.3%. Its deepest 1-year drawdown was 0.7%.
CALI is an actively managed ETF that invests primarily in short-term California municipal bonds and related fixed-income securities, seeking tax-exempt income for investors subject to federal and California state income taxes. The fund distributes monthly income at a modest current distribution rate and carries an expense ratio of 0.20%. It appeals to tax-conscious income investors, particularly those in higher tax brackets residing in California seeking short-duration municipal bond exposure.
CALI key facts
- Distribution Safety Score™
- 89 · Safe
- Safety-Adjusted Yield
- 2.14%
- Issuer
- iShares
- Asset type
- ETF
- Asset class
- Fixed Income
- Inception date
- 07/11/2023
- Expense ratio
- 0.20%
- Distribution rate
- 2.40%
- Distribution frequency
- Monthly
- Trailing yield
- 2.52%
- Last close
- $50.40
- AUM
- $463,249,819
- Average volume
- 109890.0
- Last dividend
- $0.1010
- Ex-dividend date
- 08/03/2026
- Payment date
- 08/06/2026
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