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ILTB vs TAXX

iShares Core 10+ Year USD Bond ETF vs Bondbloxx IR+M Tax-Aware Short Duration ETF

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

Key differences

  • ILTB costs 0.29% less per year.
  • ILTB follows a index tracking strategy; TAXX uses active selection.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ILTBTAXX
Annual cost (TER)0.06%0.35%
Fund size (AUM)$588M$283M
Since20092024
Dividend yield4.94%3.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+8.4%+4.1%
CAGR 3Y+3.2%N/A
CAGR 5Y-2.5%N/A
Sharpe 3Y0.02N/A
Volatility 1Y8.08%1.70%
Max drawdown-36.89%-0.91%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ILTB and TAXX