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TAXX vs HIMU

Bondbloxx IR+M Tax-Aware Short Duration ETF vs iShares High Yield Muni Active ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

Annual cost

0.35%

Fund size

$288M

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

Both TAXX and HIMU are fixed income ETFs. TAXX charges 0.35% a year and HIMU 0.39%. The main difference: HIMU is much larger than TAXX. Larger funds are usually more liquid and less likely to close.

  • HIMU is much larger than TAXX. Larger funds are usually more liquid and less likely to close.
  • HIMU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXXHIMU
Annual cost (TER)0.35%0.39%
Fund size (AUM)$288M$2.3B
Since20242006
Dividend yield3.51%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+7.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.70%4.45%
Max drawdown-0.91%-8.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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