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TAXM vs BBBL

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs Global X Funds

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$31M

BBBL

Global X Funds

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$5M

Key differences

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

Side-by-side comparison

TAXMBBBL
Annual cost (TER)0.35%0.19%
Fund size (AUM)$31M$5M
Since20252024
Dividend yield3.59%5.78%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+9.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.70%8.04%
Max drawdown-3.10%-9.43%

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

Similar to TAXM and BBBL