Skip to content
Beacon
Screener

HTAX vs LTAX

Nomura National High-Yield Municipal Bond ETF vs Nomura Tax-Free USA ETF

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

Key differences

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

  • LTAX costs 0.10% less per year.
  • HTAX is much larger than LTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HTAXLTAX
Annual cost (TER)0.49%0.39%
Fund size (AUM)$57M$6M
Since20252026
Dividend yield4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.70%
Max drawdown-6.10%-3.19%

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

Similar to HTAX and LTAX