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TAXX vs WCPB

Bondbloxx IR+M Tax-Aware Short Duration ETF vs Weitz Core Plus Bond ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

WCPB

Weitz Core Plus Bond ETF

Weitz

Annual cost

0.45%

Fund size

$162M

Key differences

  • TAXX costs 0.10% less per year.
  • TAXX follows a active selection strategy; WCPB uses index tracking.

Side-by-side comparison

TAXXWCPB
Annual cost (TER)0.35%0.45%
Fund size (AUM)$283M$162M
Since20242025
Dividend yield3.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.70%
Max drawdown-0.91%-2.64%

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

Similar to TAXX and WCPB