Screener
STAX vs FUSI
Nomura Tax-Free USA Short Term ETF vs American Century Multisector Floating Income ETF
Key differences
Both STAX and FUSI are fixed income ETFs. STAX charges 0.29% a year and FUSI 0.27%. The main difference: STAX follows a active selection strategy; FUSI uses tactical allocation.
- STAX follows a active selection strategy; FUSI uses tactical allocation.
- FUSI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STAX | FUSI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.27% |
| Fund size (AUM) | $6M | $23M |
| Since | 2023 | 2023 |
| Dividend yield | 3.23% | 5.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +4.0% | +5.6% |
| CAGR 3Y | N/A | +6.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 2.06 |
| Volatility 1Y | 1.03% | 0.93% |
| Max drawdown | -1.42% | -0.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.