Screener
STAX vs FTSD
Nomura Tax-Free USA Short Term ETF vs Franklin Short Duration U.S. Government ETF
Key differences
Both STAX and FTSD are fixed income ETFs. STAX charges 0.29% a year and FTSD 0.25%. The main difference: STAX follows a active selection strategy; FTSD uses index tracking.
- STAX follows a active selection strategy; FTSD uses index tracking.
- FTSD is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- FTSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | FTSD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $6M | $288M |
| Since | 2023 | 2013 |
| Dividend yield | 3.23% | 4.51% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +4.2% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 1.03% | 1.31% |
| Max drawdown | -1.42% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.