Screener
STAX vs SCHR
Nomura Tax-Free USA Short Term ETF vs Schwab Intermediate-Term U.S. Treasury ETF
Key differences
Both STAX and SCHR are fixed income ETFs. STAX charges 0.29% a year and SCHR 0.03%. The main difference: STAX follows a active selection strategy; SCHR uses index tracking.
- STAX follows a active selection strategy; SCHR uses index tracking.
- SCHR costs 0.26% less per year.
- SCHR is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- SCHR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | SCHR | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.03% |
| Fund size (AUM) | $6M | $13.0B |
| Since | 2023 | 2010 |
| Dividend yield | 3.23% | 3.91% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +3.0% |
| CAGR 3Y | N/A | +3.1% |
| CAGR 5Y | N/A | +0.0% |
| Sharpe 3Y | N/A | -0.09 |
| Volatility 1Y | 1.03% | 3.40% |
| Max drawdown | -1.42% | -16.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.