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HTAX vs MUB

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

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

MUB

iShares National Muni Bond ETF

Annual cost

0.05%

Fund size

$44.9B

Key differences

Both HTAX and MUB are fixed income ETFs. HTAX charges 0.49% a year and MUB 0.05%. The main difference: HTAX follows a active selection strategy; MUB uses index tracking.

  • HTAX follows a active selection strategy; MUB uses index tracking.
  • MUB costs 0.44% less per year.
  • MUB is much larger than HTAX. Larger funds are usually more liquid and less likely to close.
  • MUB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTAXMUB
Annual cost (TER)0.49%0.05%
Fund size (AUM)$57M$44.9B
Since20252007
Dividend yield4.50%3.17%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+9.0%+6.6%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.9%
Sharpe 3YN/A-0.05
Volatility 1Y4.70%2.92%
Max drawdown-6.10%-13.68%

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

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