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PWER vs STAX

Nomura Energy Transition ETF vs Nomura Tax-Free USA Short Term ETF

PWER

Nomura Energy Transition ETF

Annual cost

0.80%

Fund size

$13M

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

Key differences

PWER is an equity ETF, while STAX is a fixed income ETF. PWER charges 0.80% a year and STAX 0.29%.

  • PWER is an equity fund, while STAX is a fixed income fund. They carry different risk/return profiles.
  • PWER follows a index tracking strategy; STAX uses active selection.
  • STAX costs 0.51% less per year.

Side-by-side comparison

PWERSTAX
Annual cost (TER)0.80%0.29%
Fund size (AUM)$13M$6M
Since20232023
Dividend yield1.07%3.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+60.8%+4.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.72%1.03%
Max drawdown-29.67%-1.42%

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

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