AFOS vs TAXX
Comparison between ARS FOCUSED OPPORTUNITIES STRATEGY ETF (AFOS, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
AFOS vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFOS
$286M
Winner
TAXX
$286M
Expense Ratio
AFOS
0.45%
Winner
TAXX
0.35%
Max Drawdown
AFOS
11.80%
Winner
TAXX
1.50%
Sharpe Ratio
Winner
AFOS
2.13
TAXX
-0.71
5Y Beta
AFOS
1.46
Winner
TAXX
0.01
P/E Ratio
AFOS
34.73
TAXX
N/A
Forward P/E
AFOS
19.85
TAXX
N/A
PEG Ratio
AFOS
0.14
TAXX
N/A
5Y EPS CAGR
AFOS
39.33%
TAXX
N/A
Debt to Equity
AFOS
80.19%
TAXX
N/A
P/S Ratio
AFOS
3.78
TAXX
N/A
P/B Ratio
AFOS
7.32
TAXX
N/A
AFOS vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFOS
+4.75%
TAXX
+0.47%
3M
Winner
AFOS
+2.95%
TAXX
+0.71%
6M
Winner
AFOS
+16.65%
TAXX
+0.58%
1Y
Winner
AFOS
+66.02%
TAXX
+2.92%
Max(CAGR)
Winner
AFOS
+66.92%
TAXX
+3.92%
AFOS vs TAXX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | AFOS | TAXX |
|---|---|---|
| 2026 | +29.98% | +1.52% |
| 2025 | +36.15% | +4.38% |
| 2024 | N/A | +3.51% |
AFOS vs TAXX Drawdown Comparison
The maximum drawdown for AFOS was -11.80%, occurring on Jul 29, 2026. Recovery took 38 trading sessions.
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current AFOS drawdown is -3.32%.
| Rank | AFOS | TAXX |
|---|---|---|
| #1 | -11.80% Jun 22, 2026 - Aug 14, 2026 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -11.52% Feb 25, 2026 - Apr 13, 2026 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -6.99% Jun 2, 2026 - Jun 15, 2026 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -6.05% Nov 10, 2025 - Nov 28, 2025 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -5.74% Jan 28, 2026 - Feb 25, 2026 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -5.32% May 11, 2026 - May 26, 2026 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -4.71% Dec 11, 2025 - Dec 22, 2025 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -3.90% Aug 17, 2026 - Aug 24, 2026 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -3.60% Oct 8, 2025 - Oct 23, 2025 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -2.77% Sep 22, 2025 - Sep 30, 2025 | -0.37% Jun 29, 2026 - Aug 12, 2026 |
| #11 | -2.31% Nov 3, 2025 - Nov 10, 2025 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #12 | -2.23% Apr 24, 2026 - Apr 30, 2026 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #13 | -2.23% Jan 6, 2026 - Jan 12, 2026 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #14 | -1.95% Aug 12, 2025 - Aug 26, 2025 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #15 | -1.78% May 6, 2026 - May 11, 2026 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
Correlation
Correlation between AFOS and TAXX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
AFOS vs TAXX dividend yield comparison.
| Year | AFOS | TAXX |
|---|---|---|
| 2026 | 0.00% | 1.85% |
| 2025 | 0.30% | 3.72% |
| 2024 | 0.00% | 2.70% |
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