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STAX vs FTMS

Nomura Tax-Free USA Short Term ETF vs Putnam Franklin Short Term Municipal Income ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

FTMS

Putnam Franklin Short Term Municipal Income ETF

Annual cost

Fund size

Key differences

Both STAX and FTMS are fixed income ETFs. The main difference: STAX follows a active selection strategy; FTMS uses index tracking.

  • STAX follows a active selection strategy; FTMS uses index tracking.

Side-by-side comparison

STAXFTMS
Annual cost (TER)0.29%
Fund size (AUM)$6M
Since2023
Dividend yield3.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%
Max drawdown-1.42%-1.24%

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

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