DFTT vs TAXM

Comparison between DF Tactical 30 ETF (DFTT, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).

DFTT vs TAXM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	DFTT(ETF)	TAXM(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.70%	0.35%
Max Drawdown	10.46%	3.33%
Sharpe Ratio	1.07	0.50
5Y Beta	1.57	0.06
P/E Ratio	36.26	N/A
Forward P/E	22.11	N/A
PEG Ratio	0.24	N/A
5Y EPS CAGR	35.16%	N/A
Debt to Equity	40.57%	N/A
P/S Ratio	6.59	N/A
P/B Ratio	7.42	N/A

Net Assets

DFTT

$36M

TAXM

$36M

Expense Ratio

DFTT

0.70%

Winner

TAXM

0.35%

Max Drawdown

DFTT

10.46%

Winner

TAXM

3.33%

Sharpe Ratio

Winner

DFTT

1.07

TAXM

0.50

5Y Beta

DFTT

1.57

Winner

TAXM

0.06

P/E Ratio

DFTT

36.26

TAXM

N/A

Forward P/E

DFTT

22.11

TAXM

N/A

PEG Ratio

DFTT

0.24

TAXM

N/A

5Y EPS CAGR

DFTT

35.16%

TAXM

N/A

Debt to Equity

DFTT

40.57%

TAXM

N/A

P/S Ratio

DFTT

6.59

TAXM

N/A

P/B Ratio

DFTT

7.42

TAXM

N/A

DFTT vs TAXM - Historical Returns

Returns include dividend reinvestment.

Period	DFTT	TAXM
1 month	-4.08%	-1.50%
3 months	+9.79%	-1.18%
6 months	+15.78%	-0.57%
1 year	N/A	+4.58%
Max(CAGR)	+28.47%	+2.55%

DFTT

-4.08%

Winner

TAXM

-1.50%

Winner

DFTT

+9.79%

TAXM

-1.18%

Winner

DFTT

+15.78%

TAXM

-0.57%

DFTT

N/A

TAXM

+4.58%

Max(CAGR)

Winner

DFTT

+28.47%

TAXM

+2.55%

DFTT vs TAXM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	DFTT	TAXM
2026	+17.69%	-0.24%
2025	-0.04%	+3.71%

DFTT vs TAXM Drawdown Comparison

The maximum drawdown for DFTT was -10.46%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.

The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.

The current DFTT drawdown is -8.18%. The current TAXM drawdown is -2.16%.

Rank	DFTT	TAXM
#1	-10.46% Jan 29, 2026 - Apr 9, 2026	-3.10% Mar 20, 2025 - Aug 28, 2025
#2	-9.58% Jun 22, 2026 - Jul 17, 2026	-2.70% Feb 26, 2026 - Mar 27, 2026
#3	-6.66% Nov 12, 2025 - Dec 5, 2025	-0.48% Nov 11, 2025 - Jan 2, 2026
#4	-5.83% Dec 10, 2025 - Dec 24, 2025	-0.36% Sep 17, 2025 - Oct 7, 2025
#5	-4.09% Jun 4, 2026 - Jun 12, 2026	-0.32% Jan 14, 2026 - Jan 28, 2026
#6	-3.30% May 13, 2026 - May 26, 2026	-0.31% Oct 22, 2025 - Nov 11, 2025
#7	-2.49% Jan 16, 2026 - Jan 27, 2026	-0.23% Aug 28, 2025 - Sep 3, 2025
#8	-1.84% Dec 24, 2025 - Jan 6, 2026	-0.15% Feb 5, 2026 - Feb 9, 2026
#9	-1.71% May 26, 2026 - Jun 3, 2026	-0.12% Jan 7, 2026 - Jan 14, 2026
#10	-1.66% May 6, 2026 - May 8, 2026	-0.10% Mar 13, 2025 - Mar 18, 2025
#11	-1.54% Apr 17, 2026 - Apr 23, 2026	-0.09% Feb 10, 2026 - Feb 12, 2026
#12	-1.43% Jan 7, 2026 - Jan 12, 2026	-0.08% Feb 17, 2026 - Feb 19, 2026
#13	-1.40% Apr 24, 2026 - Apr 30, 2026	-0.08% Oct 13, 2025 - Oct 15, 2025
#14	-1.33% Jun 15, 2026 - Jun 18, 2026	-0.04% Sep 11, 2025 - Sep 15, 2025
#15	-0.75% Jan 13, 2026 - Jan 15, 2026	-0.04% Oct 16, 2025 - Oct 21, 2025