Screener
LTAX vs TAXI
Nomura Tax-Free USA ETF vs Northern Trust Intermediate Tax-Exempt Bond ETF
Key differences
Both LTAX and TAXI are fixed income ETFs. LTAX charges 0.39% a year and TAXI 0.05%. The main difference: LTAX follows a active selection strategy; TAXI uses index tracking.
- LTAX follows a active selection strategy; TAXI uses index tracking.
- TAXI costs 0.34% less per year.
- TAXI is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LTAX | TAXI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.05% |
| Fund size (AUM) | $6M | $144M |
| Since | 2026 | 2025 |
| Dividend yield | — | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | — |
| Max drawdown | -3.19% | -2.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.