IQM vs TAXS
Comparison between FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF) and NORTHERN TRUST SHORT-TERM TAX-EXEMPT BOND ETF (TAXS, ETF).
IQM vs TAXS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQM
$118M
Winner
TAXS
$118M
Expense Ratio
IQM
0.50%
Winner
TAXS
0.05%
Max Drawdown
IQM
45.01%
Winner
TAXS
1.39%
Sharpe Ratio
Winner
IQM
1.07
TAXS
-1.68
5Y Beta
IQM
1.69
Winner
TAXS
0.02
P/E Ratio
IQM
53.10
TAXS
N/A
Forward P/E
IQM
30.54
TAXS
N/A
PEG Ratio
IQM
0.35
TAXS
N/A
5Y EPS CAGR
IQM
34.53%
TAXS
N/A
P/S Ratio
IQM
2.75
TAXS
N/A
P/B Ratio
IQM
14.24
TAXS
N/A
IQM vs TAXS - Historical Returns
Returns include dividend reinvestment.
1M
IQM
-8.50%
Winner
TAXS
-0.37%
3M
Winner
IQM
+1.66%
TAXS
-0.02%
6M
Winner
IQM
+15.06%
TAXS
+0.25%
1Y
Winner
IQM
+38.89%
TAXS
+1.89%
5Y(CAGR)
IQM
+17.39%
TAXS
N/A
Max(CAGR)
Winner
IQM
+26.27%
TAXS
+2.04%
IQM vs TAXS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IQM | TAXS |
|---|---|---|
| 2026 | +21.17% | +0.58% |
| 2025 | +30.98% | +1.22% |
| 2024 | +34.91% | N/A |
| 2023 | +42.59% | N/A |
| 2022 | -33.76% | N/A |
| 2021 | +26.37% | N/A |
| 2020 | +78.48% | N/A |
IQM vs TAXS Drawdown Comparison
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for TAXS was -0.84%, occurring on Mar 24, 2026. Recovery took 70 trading sessions.
The current IQM drawdown is -14.17%. The current TAXS drawdown is -0.56%.
| Rank | IQM | TAXS |
|---|---|---|
| #1 | -44.91% Nov 19, 2021 - Mar 1, 2024 | -0.84% Feb 27, 2026 - Jun 9, 2026 |
| #2 | -30.42% Jan 23, 2025 - Jun 24, 2025 | -0.56% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -30.17% Mar 4, 2020 - May 8, 2020 | -0.50% Sep 16, 2025 - Nov 28, 2025 |
| #4 | -19.70% Feb 12, 2021 - Aug 3, 2021 | -0.10% Jun 9, 2026 - Jun 16, 2026 |
| #5 | -18.59% Jul 8, 2024 - Nov 8, 2024 | -0.09% Jun 16, 2026 - Jun 25, 2026 |
| #6 | -17.92% Jun 22, 2026 - Jul 17, 2026 | -0.06% Aug 22, 2025 - Sep 4, 2025 |
| #7 | -14.71% Oct 29, 2025 - Jan 16, 2026 | -0.06% Dec 19, 2025 - Dec 23, 2025 |
| #8 | -13.95% Feb 25, 2026 - Apr 10, 2026 | -0.05% Nov 28, 2025 - Dec 2, 2025 |
| #9 | -11.91% Sep 2, 2020 - Oct 12, 2020 | -0.04% Jun 26, 2026 - Jul 2, 2026 |
| #10 | -11.57% Mar 7, 2024 - May 21, 2024 | -0.03% Dec 24, 2025 - Dec 29, 2025 |
| #11 | -11.50% Jun 2, 2026 - Jun 18, 2026 | -0.03% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -10.10% Jan 16, 2026 - Feb 25, 2026 | -0.03% Jan 16, 2026 - Jan 21, 2026 |
| #13 | -8.35% Sep 7, 2021 - Oct 25, 2021 | -0.03% Feb 17, 2026 - Feb 20, 2026 |
| #14 | -8.30% Oct 13, 2020 - Nov 5, 2020 | -0.02% Dec 5, 2025 - Dec 10, 2025 |
| #15 | -7.14% May 14, 2026 - May 26, 2026 | -0.02% Dec 11, 2025 - Dec 15, 2025 |
Correlation
Correlation between IQM and TAXS is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2020 - 2026)
IQM vs TAXS dividend yield comparison.
| Year | IQM | TAXS |
|---|---|---|
| 2026 | 0.00% | 1.29% |
| 2025 | 0.00% | 0.74% |
| 2021 | 0.17% | 0.00% |
| 2020 | 0.01% | 0.00% |
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