Screener
STAX vs TLT
Nomura Tax-Free USA Short Term ETF vs iShares 20+ Year Treasury Bond ETF
Key differences
Both STAX and TLT are fixed income ETFs. STAX charges 0.29% a year and TLT 0.15%. The main difference: STAX follows a active selection strategy; TLT uses index tracking.
- STAX follows a active selection strategy; TLT uses index tracking.
- TLT costs 0.14% less per year.
- TLT is much larger than STAX. Larger funds are usually more liquid and less likely to close.
- TLT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STAX | TLT | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.15% |
| Fund size (AUM) | $6M | $42.9B |
| Since | 2023 | 2002 |
| Dividend yield | 3.23% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.0% | +2.3% |
| CAGR 3Y | N/A | -2.4% |
| CAGR 5Y | N/A | -6.2% |
| Sharpe 3Y | N/A | -0.36 |
| Volatility 1Y | 1.03% | 9.67% |
| Max drawdown | -1.42% | -48.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.