Screener
LTAX vs FIGB
Nomura Tax-Free USA ETF vs Fidelity Investment Grade Bond ETF
Key differences
Both LTAX and FIGB are fixed income ETFs. LTAX charges 0.39% a year and FIGB 0.36%. The main difference: LTAX follows a active selection strategy; FIGB uses index tracking.
- LTAX follows a active selection strategy; FIGB uses index tracking.
- LTAX covers North America; FIGB covers global markets excluding the US.
- FIGB is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
- FIGB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LTAX | FIGB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.36% |
| Fund size (AUM) | $6M | $499M |
| Since | 2026 | 2021 |
| Dividend yield | — | 4.11% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +4.2% |
| CAGR 3Y | N/A | +3.8% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.06 |
| Volatility 1Y | — | 4.11% |
| Max drawdown | -3.19% | -18.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.