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STAX vs ICSH

Nomura Tax-Free USA Short Term ETF vs iShares Ultra Short Duration Bond Active ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both STAX and ICSH are fixed income ETFs. STAX charges 0.29% a year and ICSH 0.08%. The main difference: ICSH costs 0.21% less per year.

  • ICSH costs 0.21% less per year.
  • ICSH is much larger than STAX. Larger funds are usually more liquid and less likely to close.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STAXICSH
Annual cost (TER)0.29%0.08%
Fund size (AUM)$6M$7.6B
Since20232013
Dividend yield3.23%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+4.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.29
Volatility 1Y1.03%0.41%
Max drawdown-1.42%-3.94%

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

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