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TAXM vs BBBI

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$31M

BBBI

Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$162M

Key differences

  • BBBI costs 0.16% less per year.
  • BBBI is significantly larger than TAXM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

TAXMBBBI
Annual cost (TER)0.35%0.19%
Fund size (AUM)$31M$162M
Since20252024
Dividend yield3.59%4.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+7.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.70%4.03%
Max drawdown-3.10%-4.11%

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

Similar to TAXM and BBBI