Screener
STAX vs GSY
Nomura Tax-Free USA Short Term ETF vs Invesco Ultra Short Duration ETF
Key differences
Both STAX and GSY are fixed income ETFs. STAX charges 0.29% a year and GSY 0.22%. The main difference: STAX follows a active selection strategy; GSY uses index tracking.
- STAX follows a active selection strategy; GSY uses index tracking.
- GSY costs 0.07% less per year.
- GSY is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- GSY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | GSY | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.22% |
| Fund size (AUM) | $6M | $3.5B |
| Since | 2023 | 2008 |
| Dividend yield | 3.23% | 4.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +4.5% |
| CAGR 3Y | N/A | +5.4% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | N/A | 3.31 |
| Volatility 1Y | 1.03% | 0.40% |
| Max drawdown | -1.42% | -5.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.