Screener
STAX vs CGHM
Nomura Tax-Free USA Short Term ETF vs Capital Group Municipal High-Income ETF
Key differences
Both STAX and CGHM are fixed income ETFs. STAX charges 0.29% a year and CGHM 0.34%. The main difference: STAX follows a active selection strategy; CGHM uses index tracking.
- STAX follows a active selection strategy; CGHM uses index tracking.
- STAX costs 0.05% less per year.
- CGHM is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STAX | CGHM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.34% |
| Fund size (AUM) | $6M | $3.1B |
| Since | 2023 | 2024 |
| Dividend yield | 3.23% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +9.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.03% | 3.13% |
| Max drawdown | -1.42% | -5.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.