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Macquarie Tax-Free USA Short Term ETF (STAX) belongs to the Municipal Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with STAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to STAX

STAX charges 0.29% annually. There are 82 ETFs in the Municipal Bonds category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to STAX

STAX has a PortfoliosLab risk / return rank of 86. There are 12 ETFs in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 97.


Top Performing STAX Alternatives (YTD)

STAX is at 1.35% YTD. There are 88 ETFs in the Municipal Bonds category with higher YTD returns, going as high as 4.19%.


Lowest Volatility Alternatives to STAX

STAX has 1.06% 1-year volatility. There are 11 ETFs in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.


Lowest Drawdown Alternatives to STAX

STAX has a 1-year max drawdown of -1.05%. There are 16 ETFs in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as -0.22%.


Other ETFs from Macquarie

The 3 most viewed Macquarie ETFs shown here include BILD, PWER, EXUS and span 4 categories. AUM among these funds goes as high as $17M.


Often Compared With STAX

Investors most often compare STAX with NTAUX, TAXX, SGOV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Northern Tax-Advantaged U-S Fixed IncomeUltrashort Bond
90
0.95%
Jun 2009STAX vs NTAUX
Bondbloxx IR+M Tax-Aware Short Duration ETFMunicipal Bonds
77
1.24%
289.18MMar 2024STAX vs TAXX
iShares 0-3 Month Treasury Bond ETFUltrashort Bond
100
1.70%
95.28BMay 2020STAX vs SGOV
X-Square Municipal Income Tax Free ETFMunicipal Bonds
16
3.16%
4.54MMay 2023STAX vs ZTAX
Rockefeller New York Municipal Bond ETFMunicipal Bonds
66
2.81%
25.44MAug 2024STAX vs RMNY
Vanguard Short-Term Tax-Exempt Bond ETFMunicipal Bonds
71
0.75%
2.00BMar 2023STAX vs VTES
Rockefeller California Municipal Bond ETFMunicipal Bonds
70
2.87%
14.71MAug 2024STAX vs RMCA
iShares Short-Term National Muni Bond ETFMunicipal Bonds
82
0.93%
11.32BNov 2008STAX vs SUB
PGIM Ultra Short Municipal Bond ETFMunicipal Bonds
88
1.42%
98.37MJun 2024STAX vs PUSH
SPDR Nuveen Bloomberg Barclays High Yield Municipa...Municipal Bonds
55
3.44%
2.99BApr 2011STAX vs HYMB
FT Confluence BDC & Specialty Finance Income ETFFinancials Equities
-10.66%
33.57MJun 2025STAX vs FBDC
abrdn Ultra Short Municipal Income Active ETFMunicipal Bonds
1.21%
53.84MOct 2025STAX vs AMUN
Capital Group Short Duration Municipal Income ETFMunicipal Bonds
85
1.37%
1.23BSep 2023STAX vs CGSM
Invesco National AMT-Free Municipal Bond ETFMunicipal Bonds
66
2.60%
4.22BOct 2007STAX vs PZA
PIMCO Short Term Municipal Bond Active ETFMunicipal Bonds
92
1.23%
1.11BFeb 2010STAX vs SMMU
Invesco DB Energy FundOil & Gas
32
54.94%
94.72MJan 2007STAX vs DBE
iShares GSCI Commodity Dynamic Roll Strategy ETFCommodities
31
25.05%
1.16BOct 2014STAX vs COMT
Invesco DB Oil FundOil & Gas
26
51.89%
240.68MJan 2007STAX vs DBO
Fidelity CLO ETFCLO26.26MFeb 2026STAX vs FCLO
Bastion Energy ETFEnergy Equities
75
14.96%
Jun 2025STAX vs BESF

Compare STAX with Any Fund or Stock

Compare STAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair STAX with funds that move differently

Macquarie Tax-Free USA Short Term ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STAX.

Explore STAX Diversifiers