Screener
STAX vs HTAX
Nomura Tax-Free USA Short Term ETF vs Nomura National High-Yield Municipal Bond ETF
Key differences
Both STAX and HTAX are fixed income ETFs. STAX charges 0.29% a year and HTAX 0.49%. The main difference: STAX costs 0.20% less per year.
- STAX costs 0.20% less per year.
- HTAX is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STAX | HTAX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.49% |
| Fund size (AUM) | $6M | $57M |
| Since | 2023 | 2025 |
| Dividend yield | 3.23% | 4.50% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +8.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.04% | 4.70% |
| Max drawdown | -1.42% | -6.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.