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LTAX vs ZTWO

Nomura Tax-Free USA ETF vs F/M 2-Year Investment Grade Corporate Bond ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

ZTWO

F/M 2-Year Investment Grade Corporate Bond ETF

Annual cost

0.15%

Fund size

$18M

Key differences

Both LTAX and ZTWO are fixed income ETFs. LTAX charges 0.39% a year and ZTWO 0.15%. The main difference: LTAX follows a active selection strategy; ZTWO uses index tracking.

  • LTAX follows a active selection strategy; ZTWO uses index tracking.
  • LTAX covers North America; ZTWO covers global markets excluding the US.
  • ZTWO costs 0.24% less per year.

Side-by-side comparison

LTAXZTWO
Annual cost (TER)0.39%0.15%
Fund size (AUM)$6M$18M
Since20262024
Dividend yield4.50%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+3.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.31%
Max drawdown-3.19%-0.93%

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

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