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STAX vs TAFM

Nomura Tax-Free USA Short Term ETF vs AB Tax-Aware Intermediate Municipal ETF

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

Both STAX and TAFM are fixed income ETFs. STAX charges 0.29% a year and TAFM 0.28%. The main difference: TAFM is much larger than STAX. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

STAXTAFM
Annual cost (TER)0.29%0.28%
Fund size (AUM)$6M$612M
Since20232023
Dividend yield3.23%3.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%3.21%
Max drawdown-1.42%-4.74%

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

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