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PSTR vs TAXX

PeakShares Sector Rotation ETF vs Bondbloxx IR+M Tax-Aware Short Duration ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

Key differences

  • TAXX costs 0.72% less per year.
  • TAXX is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
  • PSTR is classified as alternative, while TAXX is fixed income — different risk/return profiles.
  • PSTR follows a tactical allocation strategy; TAXX uses active selection.

Side-by-side comparison

PSTRTAXX
Annual cost (TER)1.07%0.35%
Fund size (AUM)$57M$283M
Since20242024
Dividend yield4.75%3.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+19.3%+3.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.43%1.70%
Max drawdown-14.73%-0.91%

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

Similar to PSTR and TAXX