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TAXM vs TAXX
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs Bondbloxx IR+M Tax-Aware Short Duration ETF
Key differences
- TAXX is significantly larger than TAXM — larger funds tend to be more liquid and less likely to close.
- TAXM follows a index tracking strategy; TAXX uses active selection.
Side-by-side comparison
| TAXM | TAXX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $31M | $283M |
| Since | 2025 | 2024 |
| Dividend yield | 3.59% | 3.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +4.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 2.70% | 1.70% |
| Max drawdown | -3.10% | -0.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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