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STAX vs PWER

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

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

PWER

Nomura Energy Transition ETF

Annual cost

0.80%

Fund size

$13M

Key differences

STAX is a fixed income ETF, while PWER is an equity ETF. STAX charges 0.29% a year and PWER 0.80%.

  • STAX is a fixed income fund, while PWER is an equity fund. They carry different risk/return profiles.
  • STAX follows a active selection strategy; PWER uses index tracking.
  • STAX costs 0.51% less per year.

Side-by-side comparison

STAXPWER
Annual cost (TER)0.29%0.80%
Fund size (AUM)$6M$13M
Since20232023
Dividend yield3.23%1.07%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%+60.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%20.72%
Max drawdown-1.42%-29.67%

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

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