Screener
TAXS vs STAX
Northern Trust Short-Term Tax-Exempt Bond ETF vs Nomura Tax-Free USA Short Term ETF
Key differences
Both TAXS and STAX are fixed income ETFs. TAXS charges 0.05% a year and STAX 0.29%. The main difference: TAXS follows a index tracking strategy; STAX uses active selection.
- TAXS follows a index tracking strategy; STAX uses active selection.
- TAXS costs 0.24% less per year.
- TAXS is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TAXS | STAX | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.29% |
| Fund size (AUM) | $94M | $6M |
| Since | 2025 | 2023 |
| Dividend yield | — | 3.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +4.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 1.03% |
| Max drawdown | -0.84% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.