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TAXX vs ICSH

Bondbloxx IR+M Tax-Aware Short Duration ETF vs iShares Ultra Short Duration Bond Active ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

Annual cost

0.35%

Fund size

$288M

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both TAXX and ICSH are fixed income ETFs. TAXX charges 0.35% a year and ICSH 0.08%. The main difference: ICSH costs 0.27% less per year.

  • ICSH costs 0.27% less per year.
  • ICSH is much larger than TAXX. Larger funds are usually more liquid and less likely to close.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXXICSH
Annual cost (TER)0.35%0.08%
Fund size (AUM)$288M$7.6B
Since20242013
Dividend yield3.51%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.41
Volatility 1Y1.70%0.41%
Max drawdown-0.91%-3.94%

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

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