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LRGG vs STAX

Nomura Focused Large Growth ETF vs Nomura Tax-Free USA Short Term ETF

LRGG

Nomura Focused Large Growth ETF

Annual cost

0.45%

Fund size

$244M

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

Key differences

LRGG is an equity ETF, while STAX is a fixed income ETF. LRGG charges 0.45% a year and STAX 0.29%.

  • LRGG is an equity fund, while STAX is a fixed income fund. They carry different risk/return profiles.
  • STAX costs 0.16% less per year.
  • LRGG is much larger than STAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LRGGSTAX
Annual cost (TER)0.45%0.29%
Fund size (AUM)$244M$6M
Since20242023
Dividend yield0.16%3.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+0.1%+4.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.90%1.03%
Max drawdown-18.95%-1.42%

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

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