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LTAX vs FTMA

Nomura Tax-Free USA ETF vs Franklin Massachusetts Municipal Inc ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

FTMA

Franklin Massachusetts Municipal Inc ETF

Annual cost

0.35%

Fund size

$290M

Key differences

Both LTAX and FTMA are fixed income ETFs. LTAX charges 0.39% a year and FTMA 0.35%. The main difference: LTAX follows a active selection strategy; FTMA uses index tracking.

  • LTAX follows a active selection strategy; FTMA uses index tracking.
  • FTMA is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
  • FTMA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LTAXFTMA
Annual cost (TER)0.39%0.35%
Fund size (AUM)$6M$290M
Since20262018
Dividend yield3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-3.19%-2.27%

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

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