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WMSB vs TAXX
Weitz Multisector Bond ETF vs Bondbloxx IR+M Tax-Aware Short Duration ETF
Key differences
- TAXX costs 0.30% less per year.
- TAXX is significantly larger than WMSB — larger funds tend to be more liquid and less likely to close.
- WMSB follows a index tracking strategy; TAXX uses active selection.
Side-by-side comparison
| WMSB | TAXX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $8M | $283M |
| Since | 2025 | 2024 |
| Dividend yield | — | 3.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +4.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 1.70% |
| Max drawdown | -1.89% | -0.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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