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LTAX vs FTSD

Nomura Tax-Free USA ETF vs Franklin Short Duration U.S. Government ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

FTSD

Franklin Short Duration U.S. Government ETF

Annual cost

0.25%

Fund size

$288M

Key differences

Both LTAX and FTSD are fixed income ETFs. LTAX charges 0.39% a year and FTSD 0.25%. The main difference: LTAX follows a active selection strategy; FTSD uses index tracking.

  • LTAX follows a active selection strategy; FTSD uses index tracking.
  • FTSD costs 0.14% less per year.
  • FTSD is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
  • FTSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LTAXFTSD
Annual cost (TER)0.39%0.25%
Fund size (AUM)$6M$288M
Since20262013
Dividend yield4.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.2%
CAGR 3YN/A+4.9%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.72
Volatility 1Y1.31%
Max drawdown-3.19%-5.32%

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

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