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TAXM vs BBBS

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$31M

BBBS

Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$166M

Key differences

  • BBBS costs 0.16% less per year.
  • BBBS is significantly larger than TAXM — larger funds tend to be more liquid and less likely to close.
  • TAXM covers north america markets; BBBS covers global.

Side-by-side comparison

TAXMBBBS
Annual cost (TER)0.35%0.19%
Fund size (AUM)$31M$166M
Since20252024
Dividend yield3.59%4.57%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+4.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.70%1.90%
Max drawdown-3.10%-1.45%

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

Similar to TAXM and BBBS