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ZMUN vs STAX

F/m Ultrashort Tax Free Municipal ETF vs Nomura Tax-Free USA Short Term ETF

ZMUN

F/m Ultrashort Tax Free Municipal ETF

Annual cost

0.30%

Fund size

$27M

STAX

Nomura Tax-Free USA Short Term ETF

Annual cost

0.29%

Fund size

$6M

Key differences

Both ZMUN and STAX are fixed income ETFs. ZMUN charges 0.30% a year and STAX 0.29%. The main difference: ZMUN follows a index tracking strategy; STAX uses active selection.

  • ZMUN follows a index tracking strategy; STAX uses active selection.
  • ZMUN is much larger than STAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZMUNSTAX
Annual cost (TER)0.30%0.29%
Fund size (AUM)$27M$6M
Since20252023
Dividend yield3.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+4.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.03%
Max drawdown-0.09%-1.42%

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

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