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TAXX vs ILTB

Bondbloxx IR+M Tax-Aware Short Duration ETF vs iShares Core 10+ Year USD Bond ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.29% less per year.
  • TAXX follows a active selection strategy; ILTB uses index tracking.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXXILTB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$283M$588M
Since20242009
Dividend yield3.61%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+8.4%
CAGR 3YN/A+3.2%
CAGR 5YN/A-2.5%
Sharpe 3YN/A0.02
Volatility 1Y1.70%8.08%
Max drawdown-0.91%-36.89%

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

Similar to TAXX and ILTB