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STAX vs SYFI

Nomura Tax-Free USA Short Term ETF vs AB Short Duration High Yield ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

SYFI

AB Short Duration High Yield ETF

Annual cost

0.40%

Fund size

$899M

Key differences

Both STAX and SYFI are fixed income ETFs. STAX charges 0.29% a year and SYFI 0.40%. The main difference: STAX costs 0.11% less per year.

  • STAX costs 0.11% less per year.
  • SYFI is much larger than STAX. Larger funds are usually more liquid and less likely to close.
  • SYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STAXSYFI
Annual cost (TER)0.29%0.40%
Fund size (AUM)$6M$899M
Since20232011
Dividend yield3.23%6.18%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+6.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%3.21%
Max drawdown-1.42%-4.49%

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

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