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Screener

TAXX vs BBBI

Bondbloxx IR+M Tax-Aware Short Duration ETF vs Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

BBBI

Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$162M

Key differences

  • BBBI costs 0.16% less per year.
  • TAXX follows a active selection strategy; BBBI uses index tracking.

Side-by-side comparison

TAXXBBBI
Annual cost (TER)0.35%0.19%
Fund size (AUM)$283M$162M
Since20242024
Dividend yield3.61%4.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+7.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.70%4.03%
Max drawdown-0.91%-4.11%

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

Similar to TAXX and BBBI