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TAXM vs HYSA

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs Bondbloxx USD High Yield Bond Sector Rotation ETF

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$31M

HYSA

Bondbloxx USD High Yield Bond Sector Rotation ETF

BondBloxx Investment Management

Annual cost

0.55%

Fund size

$30M

Key differences

  • TAXM costs 0.20% less per year.
  • TAXM follows a index tracking strategy; HYSA uses active selection.

Side-by-side comparison

TAXMHYSA
Annual cost (TER)0.35%0.55%
Fund size (AUM)$31M$30M
Since20252023
Dividend yield3.59%6.81%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.2%+7.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.70%4.75%
Max drawdown-3.10%-4.90%

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

Similar to TAXM and HYSA