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STAX vs LTAX

Nomura Tax-Free USA Short Term ETF vs Nomura Tax-Free USA ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

Key differences

Both STAX and LTAX are fixed income ETFs. STAX charges 0.29% a year and LTAX 0.39%. The main difference: STAX costs 0.10% less per year.

  • STAX costs 0.10% less per year.

Side-by-side comparison

STAXLTAX
Annual cost (TER)0.29%0.39%
Fund size (AUM)$6M$6M
Since20232026
Dividend yield3.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.04%
Max drawdown-1.42%-3.19%

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

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