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HTAX vs HIMU

Nomura National High-Yield Municipal Bond ETF vs iShares High Yield Muni Active ETF

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

Both HTAX and HIMU are fixed income ETFs. HTAX charges 0.49% a year and HIMU 0.39%. The main difference: HIMU costs 0.10% less per year.

  • HIMU costs 0.10% less per year.
  • HIMU is much larger than HTAX. Larger funds are usually more liquid and less likely to close.
  • HIMU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTAXHIMU
Annual cost (TER)0.49%0.39%
Fund size (AUM)$57M$2.3B
Since20252006
Dividend yield4.50%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.0%+6.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.70%4.58%
Max drawdown-6.10%-8.01%

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

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