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TAXX vs MEAR

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

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

Annual cost

0.35%

Fund size

$288M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both TAXX and MEAR are fixed income ETFs. TAXX charges 0.35% a year and MEAR 0.26%. The main difference: MEAR costs 0.09% less per year.

  • MEAR costs 0.09% less per year.
  • MEAR is much larger than TAXX. Larger funds are usually more liquid and less likely to close.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXXMEAR
Annual cost (TER)0.35%0.26%
Fund size (AUM)$288M$1.4B
Since20242015
Dividend yield3.51%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+3.2%
CAGR 3YN/A+3.5%
CAGR 5YN/A+2.4%
Sharpe 3YN/A-0.08
Volatility 1Y1.70%0.86%
Max drawdown-0.91%-2.68%

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

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