Screener
STAX vs SUB
Nomura Tax-Free USA Short Term ETF vs iShares Short-Term National Muni Bond ETF
Key differences
Both STAX and SUB are fixed income ETFs. STAX charges 0.29% a year and SUB 0.07%. The main difference: STAX follows a active selection strategy; SUB uses index tracking.
- STAX follows a active selection strategy; SUB uses index tracking.
- SUB costs 0.22% less per year.
- SUB is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- SUB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | SUB | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.07% |
| Fund size (AUM) | $6M | $11.3B |
| Since | 2023 | 2008 |
| Dividend yield | 3.23% | 2.51% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +3.1% |
| CAGR 3Y | N/A | +3.2% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | N/A | -0.28 |
| Volatility 1Y | 1.03% | 1.00% |
| Max drawdown | -1.42% | -9.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.