Screener
STAX vs IQHI
Nomura Tax-Free USA Short Term ETF vs NYLI MacKay High Income ETF
Key differences
Both STAX and IQHI are fixed income ETFs. STAX charges 0.29% a year and IQHI 0.41%. The main difference: STAX follows a active selection strategy; IQHI uses index tracking.
- STAX follows a active selection strategy; IQHI uses index tracking.
- STAX covers North America; IQHI covers global markets.
- STAX costs 0.12% less per year.
- IQHI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| STAX | IQHI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.41% |
| Fund size (AUM) | $6M | $118M |
| Since | 2023 | 2022 |
| Dividend yield | 3.23% | 8.23% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +7.0% |
| CAGR 3Y | N/A | +8.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 1.03% | 3.73% |
| Max drawdown | -1.42% | -4.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.