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TAXM vs XBB

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents vs BondBloxx BB Rated USD High Yield Corporate Bond ETF

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$31M

XBB

BondBloxx BB Rated USD High Yield Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.20%

Fund size

$452M

Key differences

  • XBB costs 0.15% less per year.
  • XBB is significantly larger than TAXM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

TAXMXBB
Annual cost (TER)0.35%0.20%
Fund size (AUM)$31M$452M
Since20252022
Dividend yield3.59%5.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+7.3%
CAGR 3YN/A+8.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y2.70%3.96%
Max drawdown-3.10%-8.87%

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

Similar to TAXM and XBB