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STAX vs HYFI

Nomura Tax-Free USA Short Term ETF vs AB High Yield ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

HYFI

AB High Yield ETF

Annual cost

0.40%

Fund size

$341M

Key differences

Both STAX and HYFI are fixed income ETFs. STAX charges 0.29% a year and HYFI 0.40%. The main difference: STAX costs 0.11% less per year.

  • STAX costs 0.11% less per year.
  • HYFI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
  • HYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STAXHYFI
Annual cost (TER)0.29%0.40%
Fund size (AUM)$6M$341M
Since20232016
Dividend yield3.23%6.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+7.5%
CAGR 3YN/A+9.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.00
Volatility 1Y1.03%3.95%
Max drawdown-1.42%-6.34%

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

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