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HTAX vs FMUB

Nomura National High-Yield Municipal Bond ETF vs Fidelity Municipal Bond Opportunities ETF

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

FMUB

Fidelity Municipal Bond Opportunities ETF

Annual cost

0.30%

Fund size

$212M

Key differences

Both HTAX and FMUB are fixed income ETFs. HTAX charges 0.49% a year and FMUB 0.30%. The main difference: HTAX follows a active selection strategy; FMUB uses index tracking.

  • HTAX follows a active selection strategy; FMUB uses index tracking.
  • FMUB costs 0.19% less per year.
  • FMUB is much larger than HTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HTAXFMUB
Annual cost (TER)0.49%0.30%
Fund size (AUM)$57M$212M
Since20252023
Dividend yield4.50%3.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.0%+7.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.70%2.66%
Max drawdown-6.10%-2.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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