Skip to content
Beacon
Screener

LTAX vs YLD

Nomura Tax-Free USA ETF vs Principal Active High Yield ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both LTAX and YLD are fixed income ETFs. LTAX charges 0.39% a year and YLD 0.39%. The main difference: LTAX covers North America; YLD covers global markets.

  • LTAX covers North America; YLD covers global markets.
  • YLD is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LTAXYLD
Annual cost (TER)0.39%0.39%
Fund size (AUM)$6M$545M
Since20262015
Dividend yield7.29%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+6.7%
CAGR 3YN/A+8.9%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.90
Volatility 1Y4.35%
Max drawdown-3.19%-28.34%

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

Similar to LTAX and YLD