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PWER vs HTAX

Nomura Energy Transition ETF vs Nomura National High-Yield Municipal Bond ETF

PWER

Nomura Energy Transition ETF

Annual cost

0.80%

Fund size

$13M

HTAX

Nomura National High-Yield Municipal Bond ETF

Annual cost

0.49%

Fund size

$57M

Key differences

PWER is an equity ETF, while HTAX is a fixed income ETF. PWER charges 0.80% a year and HTAX 0.49%.

  • PWER is an equity fund, while HTAX is a fixed income fund. They carry different risk/return profiles.
  • PWER follows a index tracking strategy; HTAX uses active selection.
  • HTAX costs 0.31% less per year.
  • HTAX is much larger than PWER. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PWERHTAX
Annual cost (TER)0.80%0.49%
Fund size (AUM)$13M$57M
Since20232025
Dividend yield1.07%4.50%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+60.8%+9.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.72%4.70%
Max drawdown-29.67%-6.10%

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

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