Screener
HTAX vs NYF
Nomura National High-Yield Municipal Bond ETF vs iShares New York Muni Bond ETF
Key differences
Both HTAX and NYF are fixed income ETFs. HTAX charges 0.49% a year and NYF 0.09%. The main difference: HTAX follows a active selection strategy; NYF uses index tracking.
- HTAX follows a active selection strategy; NYF uses index tracking.
- NYF costs 0.40% less per year.
- NYF is much larger than HTAX. Larger funds are usually more liquid and less likely to close.
- NYF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTAX | NYF | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.09% |
| Fund size (AUM) | $57M | $1.3B |
| Since | 2025 | 2007 |
| Dividend yield | 4.50% | 3.07% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.0% | +6.5% |
| CAGR 3Y | N/A | +3.2% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | N/A | -0.08 |
| Volatility 1Y | 4.70% | 2.79% |
| Max drawdown | -6.10% | -13.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.