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LMUB vs HTAX

iShares Long-Term National Muni Bd ETF vs Nomura National High-Yield Municipal Bond ETF

LMUB

iShares Long-Term National Muni Bd ETF

Annual cost

0.09%

Fund size

$1.6B

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

Key differences

Both LMUB and HTAX are fixed income ETFs. LMUB charges 0.09% a year and HTAX 0.49%. The main difference: LMUB follows a index tracking strategy; HTAX uses active selection.

  • LMUB follows a index tracking strategy; HTAX uses active selection.
  • LMUB costs 0.40% less per year.
  • LMUB is much larger than HTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LMUBHTAX
Annual cost (TER)0.09%0.49%
Fund size (AUM)$1.6B$57M
Since20252025
Dividend yield3.81%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.1%+9.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.21%4.70%
Max drawdown-5.51%-6.10%

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

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