LTAX vs CHRI
Comparison between Nomura TaxFree USA ETF (LTAX, ETF) and GLOBAL X S&P 500 CHRISTIAN VALUES ETF (CHRI, ETF).
LTAX vs CHRI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LTAX
$6.30M
CHRI
$6.30M
Expense Ratio
LTAX
0.39%
Winner
CHRI
0.29%
Max Drawdown
Winner
LTAX
3.49%
CHRI
98.75%
Sharpe Ratio
LTAX
0.17
Winner
CHRI
1.00
5Y Beta
Winner
LTAX
0.16
CHRI
1.02
P/E Ratio
LTAX
N/A
CHRI
28.48
Forward P/E
LTAX
N/A
CHRI
21.73
PEG Ratio
LTAX
N/A
CHRI
0.40
5Y EPS CAGR
LTAX
N/A
CHRI
26.07%
Debt to Equity
LTAX
N/A
CHRI
32.18%
P/S Ratio
LTAX
N/A
CHRI
3.52
P/B Ratio
LTAX
N/A
CHRI
5.64
LTAX vs CHRI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LTAX
+1.07%
CHRI
+0.29%
3M
LTAX
+2.09%
Winner
CHRI
+11.28%
6M
LTAX
+1.89%
Winner
CHRI
+8.37%
5Y(CAGR)
LTAX
N/A
CHRI
+503.39%
10Y(CAGR)
LTAX
N/A
CHRI
+234.85%
Max(CAGR)
LTAX
+4.67%
Winner
CHRI
+113.00%
LTAX vs CHRI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LTAX | CHRI |
|---|---|---|
| 2026 | +1.89% | +8.01% |
| 2025 | N/A | +2.78% |
| 2019 | N/A | -93.33% |
| 2018 | N/A | -96.43% |
| 2017 | N/A | +4.35% |
| 2016 | N/A | +109.09% |
| 2015 | N/A | -62.07% |
| 2014 | N/A | -63.75% |
LTAX vs CHRI Drawdown Comparison
The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The maximum drawdown for CHRI was -98.75%, occurring on Oct 18, 2018. Recovery took 1047 trading sessions.
The current LTAX drawdown is -0.01%. The current CHRI drawdown is -2.52%.
| Rank | LTAX | CHRI |
|---|---|---|
| #1 | -3.18% Feb 26, 2026 - May 29, 2026 | -98.75% Feb 19, 2014 - Sep 24, 2025 |
| #2 | -0.78% Jan 14, 2026 - Feb 5, 2026 | -9.36% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -0.51% Jun 4, 2026 - Jun 10, 2026 | -5.47% Oct 28, 2025 - Dec 24, 2025 |
| #4 | -0.27% Feb 10, 2026 - Feb 12, 2026 | -4.54% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -0.27% Feb 5, 2026 - Feb 9, 2026 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -0.21% Jun 2, 2026 - Jun 4, 2026 | -1.99% May 14, 2026 - May 26, 2026 |
| #7 | -0.19% Feb 24, 2026 - Feb 26, 2026 | -1.22% Dec 24, 2025 - Jan 6, 2026 |
| #8 | -0.01% Feb 13, 2026 - Feb 18, 2026 | -0.84% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -0.00% Feb 19, 2026 - Feb 24, 2026 | -0.65% Apr 27, 2026 - Apr 30, 2026 |
| #10 | N/A | -0.51% Sep 24, 2025 - Sep 26, 2025 |
| #11 | N/A | -0.49% May 1, 2026 - May 5, 2026 |
| #12 | N/A | -0.42% May 6, 2026 - May 8, 2026 |
| #13 | N/A | -0.42% Jan 6, 2026 - Jan 9, 2026 |
| #14 | N/A | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #15 | N/A | -0.29% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between LTAX and CHRI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2025 - 2026)
LTAX vs CHRI dividend yield comparison.
| Year | LTAX | CHRI |
|---|---|---|
| 2026 | 1.34% | 0.00% |
| 2025 | 0.00% | 0.17% |
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