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TAXX vs XB

Bondbloxx IR+M Tax-Aware Short Duration ETF vs BondBloxx B Rated USD High Yield Corporate Bond ETF

TAXX

Bondbloxx IR+M Tax-Aware Short Duration ETF

BondBloxx Investment Management

Annual cost

0.35%

Fund size

$283M

XB

BondBloxx B Rated USD High Yield Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.30%

Fund size

$34M

Key differences

  • TAXX is significantly larger than XB — larger funds tend to be more liquid and less likely to close.
  • TAXX follows a active selection strategy; XB uses index tracking.

Side-by-side comparison

TAXXXB
Annual cost (TER)0.35%0.30%
Fund size (AUM)$283M$34M
Since20242022
Dividend yield3.61%7.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.9%+8.2%
CAGR 3YN/A+8.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y1.70%3.79%
Max drawdown-0.91%-9.25%

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

Similar to TAXX and XB