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STAX vs GOVT

Nomura Tax-Free USA Short Term ETF vs iShares U.S. Treasury Bond ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

GOVT

iShares U.S. Treasury Bond ETF

Annual cost

0.05%

Fund size

$41.9B

Key differences

Both STAX and GOVT are fixed income ETFs. STAX charges 0.29% a year and GOVT 0.05%. The main difference: STAX follows a active selection strategy; GOVT uses index tracking.

  • STAX follows a active selection strategy; GOVT uses index tracking.
  • GOVT costs 0.24% less per year.
  • GOVT is much larger than STAX. Larger funds are usually more liquid and less likely to close.
  • GOVT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STAXGOVT
Annual cost (TER)0.29%0.05%
Fund size (AUM)$6M$41.9B
Since20232012
Dividend yield3.23%3.56%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%+3.1%
CAGR 3YN/A+2.5%
CAGR 5YN/A-0.5%
Sharpe 3YN/A-0.18
Volatility 1Y1.03%3.62%
Max drawdown-1.42%-19.07%

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

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