CAIQ vs TAXX
Comparison between Calamos Nasdaq Autocallable Income ETF (CAIQ, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
CAIQ vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAIQ
$286M
TAXX
$286M
Expense Ratio
CAIQ
0.74%
Winner
TAXX
0.35%
Max Drawdown
CAIQ
11.94%
Winner
TAXX
1.50%
Sharpe Ratio
Winner
CAIQ
1.21
TAXX
-0.71
5Y Beta
CAIQ
0.89
Winner
TAXX
0.01
CAIQ vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAIQ
+2.47%
TAXX
+0.47%
3M
CAIQ
-1.68%
Winner
TAXX
+0.71%
6M
Winner
CAIQ
+10.43%
TAXX
+0.58%
1Y
CAIQ
N/A
TAXX
+2.92%
Max(CAGR)
Winner
CAIQ
+20.74%
TAXX
+3.92%
CAIQ vs TAXX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CAIQ | TAXX |
|---|---|---|
| 2026 | +11.74% | +1.52% |
| 2025 | +4.02% | +4.38% |
| 2024 | N/A | +3.51% |
CAIQ vs TAXX Drawdown Comparison
The maximum drawdown for CAIQ was -9.06%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current CAIQ drawdown is -2.25%.
| Rank | CAIQ | TAXX |
|---|---|---|
| #1 | -9.06% Jan 28, 2026 - Apr 14, 2026 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -6.28% Jun 1, 2026 - Jul 29, 2026 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -2.93% Dec 10, 2025 - Dec 24, 2025 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -2.81% Jan 9, 2026 - Jan 27, 2026 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -1.84% Dec 24, 2025 - Jan 9, 2026 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -1.22% May 14, 2026 - May 22, 2026 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -0.98% Apr 24, 2026 - Apr 30, 2026 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -0.87% Apr 22, 2026 - Apr 24, 2026 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -0.87% May 8, 2026 - May 14, 2026 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -0.77% Apr 17, 2026 - Apr 22, 2026 | -0.37% Jun 29, 2026 - Aug 12, 2026 |
| #11 | -0.74% May 1, 2026 - May 6, 2026 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #12 | -0.20% Dec 5, 2025 - Dec 9, 2025 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #13 | -0.18% May 26, 2026 - May 29, 2026 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #14 | -0.17% Nov 28, 2025 - Dec 2, 2025 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #15 | -0.13% Dec 3, 2025 - Dec 5, 2025 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
Correlation
Correlation between CAIQ and TAXX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2024 - 2026)
CAIQ vs TAXX dividend yield comparison.
| Year | CAIQ | TAXX |
|---|---|---|
| 2026 | 10.33% | 1.85% |
| 2025 | 1.54% | 3.72% |
| 2024 | 0.00% | 2.70% |
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