Screener
LTAX vs ZTEN
Nomura Tax-Free USA ETF vs F/M 10-Year Investment Grade Corporate Bond ETF
Key differences
Both LTAX and ZTEN are fixed income ETFs. LTAX charges 0.39% a year and ZTEN 0.15%. The main difference: LTAX follows a active selection strategy; ZTEN uses index tracking.
- LTAX follows a active selection strategy; ZTEN uses index tracking.
- LTAX covers North America; ZTEN covers global markets.
- ZTEN costs 0.24% less per year.
- ZTEN is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LTAX | ZTEN | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $6M | $30M |
| Since | 2026 | 2024 |
| Dividend yield | — | 5.52% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +5.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 4.98% |
| Max drawdown | -3.19% | -5.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.