EPOL vs TAXF

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF).

5-Year PerformanceEPOL has outperformed TAXF, delivering a return of +18.1% compared to +0.8%

EPOL vs TAXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPOL(ETF)	TAXF(ETF)
Net Assets	$679M	$681M
Expense Ratio	0.59%	0.27%
Max Drawdown	72.96%	15.69%
Sharpe Ratio	1.12	1.26
5Y Beta	0.93	0.03
5Y Dividends CAGR	42.72%	12.10%

Net Assets

EPOL

$679M

Winner

TAXF

$681M

Expense Ratio

EPOL

0.59%

Winner

TAXF

0.27%

Max Drawdown

EPOL

72.96%

Winner

TAXF

15.69%

Sharpe Ratio

EPOL

1.12

Winner

TAXF

1.26

5Y Beta

EPOL

0.93

Winner

TAXF

0.03

5Y Dividends CAGR

Winner

EPOL

42.72%

TAXF

12.10%

EPOL vs TAXF - Historical Returns

Returns include dividend reinvestment.

Period	EPOL	TAXF
1 month	+4.98%	-0.50%
3 months	+5.75%	+0.35%
6 months	+15.17%	+1.23%
1 year	+30.84%	+7.38%
5 years(CAGR)	+18.13%	+0.85%
10 years(CAGR)	+12.01%	N/A
Max(CAGR)	+6.24%	+2.80%

Winner

EPOL

+4.98%

TAXF

-0.50%

Winner

EPOL

+5.75%

TAXF

+0.35%

Winner

EPOL

+15.17%

TAXF

+1.23%

Winner

EPOL

+30.84%

TAXF

+7.38%

5Y(CAGR)

Winner

EPOL

+18.13%

TAXF

+0.85%

10Y(CAGR)

EPOL

+12.01%

TAXF

N/A

Max(CAGR)

Winner

EPOL

+6.24%

TAXF

+2.80%

EPOL vs TAXF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPOL	TAXF
2026	+14.85%	+1.43%
2025	+77.05%	+3.92%
2024	+0.73%	+2.02%
2023	+48.48%	+6.98%
2022	-25.75%	-9.59%
2021	+10.36%	+2.77%
2020	-10.95%	+5.37%
2019	-6.51%	+8.75%
2018	-14.69%	+0.64%
2017	+50.60%	N/A
2016	+5.51%	N/A
2015	-21.92%	N/A
2014	-14.73%	N/A
2013	+3.11%	N/A
2012	+37.01%	N/A
2011	-32.38%	N/A
2010	+37.32%	N/A

EPOL vs TAXF Drawdown Comparison

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.

The current TAXF drawdown is -0.96%.

Rank	EPOL	TAXF
#1	-63.79% Apr 27, 2011 - Feb 18, 2025	-13.94% Jul 19, 2021 - Sep 10, 2025
#2	-15.87% Nov 4, 2010 - Mar 29, 2011	-13.39% Mar 9, 2020 - Nov 23, 2020
#3	-15.81% Mar 18, 2025 - Apr 22, 2025	-2.93% Feb 27, 2026 - Jun 29, 2026
#4	-11.04% Feb 9, 2026 - Apr 9, 2026	-2.03% Feb 12, 2021 - May 25, 2021
#5	-10.69% May 27, 2010 - Jun 15, 2010	-1.58% Sep 4, 2019 - Dec 27, 2019
#6	-10.00% Aug 9, 2010 - Sep 14, 2010	-0.97% Sep 12, 2018 - Dec 4, 2018
#7	-8.95% Jun 15, 2010 - Jul 12, 2010	-0.96% Jul 6, 2026 - Jul 21, 2026
#8	-8.16% Aug 13, 2025 - Oct 23, 2025	-0.55% Jun 10, 2021 - Jul 7, 2021
#9	-6.64% Jun 16, 2026 - Jul 14, 2026	-0.47% Jan 15, 2026 - Jan 30, 2026
#10	-6.62% Apr 17, 2026 - Jun 12, 2026	-0.43% Nov 11, 2025 - Nov 26, 2025
#11	-6.57% Oct 28, 2025 - Dec 10, 2025	-0.41% Nov 26, 2025 - Dec 23, 2025
#12	-6.10% Oct 14, 2010 - Nov 2, 2010	-0.32% Aug 15, 2019 - Aug 28, 2019
#13	-5.73% May 28, 2025 - Jun 26, 2025	-0.32% Sep 18, 2025 - Oct 1, 2025
#14	-5.46% Feb 18, 2025 - Mar 5, 2025	-0.30% Oct 24, 2025 - Nov 11, 2025
#15	-5.23% Jul 23, 2025 - Aug 7, 2025	-0.28% Jan 7, 2019 - Jan 14, 2019

Correlation

Correlation between EPOL and TAXF is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2010 - 2026)

EPOL vs TAXF dividend yield comparison.

Year	EPOL	TAXF
2026	0.73%	1.93%
2025	4.78%	3.68%
2024	6.04%	3.38%
2023	2.87%	2.93%
2022	2.64%	2.05%
2021	1.33%	1.58%
2020	1.44%	2.13%
2019	2.51%	2.64%
2018	1.44%	0.69%
2017	1.88%	0.00%
2016	2.14%	0.00%
2015	2.53%	0.00%
2014	3.44%	0.00%
2013	3.28%	0.00%
2012	3.11%	0.00%
2011	5.75%	0.00%
2010	1.08%	0.00%