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TAXX vs BBBL

Bondbloxx IR+M Tax-Aware Short Duration ETF vs Global X Funds

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

BBBL

Global X Funds

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$5M

Key differences

  • BBBL costs 0.16% less per year.
  • TAXX is significantly larger than BBBL — larger funds tend to be more liquid and less likely to close.
  • TAXX follows a active selection strategy; BBBL uses index tracking.

Side-by-side comparison

TAXXBBBL
Annual cost (TER)0.35%0.19%
Fund size (AUM)$283M$5M
Since20242024
Dividend yield3.61%5.78%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+9.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.70%8.04%
Max drawdown-0.91%-9.43%

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

Similar to TAXX and BBBL