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LTAX vs BUCK

Nomura Tax-Free USA ETF vs Simplify Treasury Option Income ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

Key differences

LTAX is a fixed income ETF, while BUCK is an alternative ETF. LTAX charges 0.39% a year and BUCK 0.35%.

  • LTAX is a fixed income fund, while BUCK is an alternative fund. They carry different risk/return profiles.
  • LTAX follows a active selection strategy; BUCK uses option income.
  • BUCK is much larger than LTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LTAXBUCK
Annual cost (TER)0.39%0.35%
Fund size (AUM)$6M$438M
Since20262022
Dividend yield7.43%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A+7.5%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.45
Volatility 1Y3.10%
Max drawdown-3.19%-5.43%

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

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