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STAX vs SDSI

Nomura Tax-Free USA Short Term ETF vs American Century Short Duration Strategic Income ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both STAX and SDSI are fixed income ETFs. STAX charges 0.29% a year and SDSI 0.32%. The main difference: SDSI is much larger than STAX. Larger funds are usually more liquid and less likely to close.

  • SDSI is much larger than STAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

STAXSDSI
Annual cost (TER)0.29%0.32%
Fund size (AUM)$6M$218M
Since20232022
Dividend yield3.23%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+4.6%
CAGR 3YN/A+5.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y1.03%1.65%
Max drawdown-1.42%-1.29%

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

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