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STAX vs MUNA

Nomura Tax-Free USA Short Term ETF vs Northern Trust 2030 Tax-Exempt Distributing Ladder ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

MUNA

Northern Trust 2030 Tax-Exempt Distributing Ladder ETF

Annual cost

Fund size

Key differences

STAX is a fixed income ETF, while MUNA is an alternative ETF.

  • STAX is a fixed income fund, while MUNA is an alternative fund. They carry different risk/return profiles.
  • STAX follows a active selection strategy; MUNA uses tactical allocation.

Side-by-side comparison

STAXMUNA
Annual cost (TER)0.29%
Fund size (AUM)$6M
Since2023
Dividend yield3.23%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+4.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%
Max drawdown-1.42%-0.91%

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

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