Screener
HTAX vs STAX
Nomura National High-Yield Municipal Bond ETF vs Nomura Tax-Free USA Short Term ETF
Key differences
Both HTAX and STAX are fixed income ETFs. HTAX charges 0.49% a year and STAX 0.29%. The main difference: STAX costs 0.20% less per year.
- STAX costs 0.20% less per year.
- HTAX is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HTAX | STAX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.29% |
| Fund size (AUM) | $57M | $6M |
| Since | 2025 | 2023 |
| Dividend yield | 4.50% | 3.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +9.0% | +4.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 4.70% | 1.03% |
| Max drawdown | -6.10% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.