Skip to content
Beacon
Screener

HTAX vs HYDB

Nomura National High-Yield Municipal Bond ETF vs iShares High Yield Systematic Bond ETF

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

HYDB

iShares High Yield Systematic Bond ETF

Annual cost

0.35%

Fund size

$1.6B

Key differences

Both HTAX and HYDB are fixed income ETFs. HTAX charges 0.49% a year and HYDB 0.35%. The main difference: HTAX follows a active selection strategy; HYDB uses index tracking.

  • HTAX follows a active selection strategy; HYDB uses index tracking.
  • HTAX covers North America; HYDB covers global markets excluding the US.
  • HYDB costs 0.14% less per year.
  • HYDB is much larger than HTAX. Larger funds are usually more liquid and less likely to close.
  • HYDB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTAXHYDB
Annual cost (TER)0.49%0.35%
Fund size (AUM)$57M$1.6B
Since20252017
Dividend yield4.50%7.07%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+9.0%+6.9%
CAGR 3YN/A+9.2%
CAGR 5YN/A+4.6%
Sharpe 3YN/A1.00
Volatility 1Y4.70%3.80%
Max drawdown-6.10%-21.58%

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

Similar to HTAX and HYDB