LLDR vs TAXM
Comparison between GLOBAL X LONG-TERM TREASURY LADDER ETF (LLDR, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).
LLDR vs TAXM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LLDR
$36M
TAXM
$36M
Expense Ratio
Winner
LLDR
0.12%
TAXM
0.35%
Max Drawdown
LLDR
14.69%
Winner
TAXM
3.10%
Sharpe Ratio
LLDR
0.20
Winner
TAXM
0.98
5Y Beta
LLDR
0.06
Winner
TAXM
0.06
LLDR vs TAXM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LLDR
+1.02%
TAXM
+0.39%
3M
LLDR
-0.32%
Winner
TAXM
+0.66%
6M
LLDR
+0.31%
Winner
TAXM
+1.51%
1Y
LLDR
+3.32%
Winner
TAXM
+5.81%
Max(CAGR)
LLDR
-2.91%
Winner
TAXM
+3.91%
LLDR vs TAXM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LLDR | TAXM |
|---|---|---|
| 2026 | -0.02% | +1.13% |
| 2025 | +5.60% | +3.71% |
| 2024 | -10.04% | N/A |
LLDR vs TAXM Drawdown Comparison
The maximum drawdown for LLDR was -12.47%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.
The current LLDR drawdown is -5.40%. The current TAXM drawdown is -0.82%.
| Rank | LLDR | TAXM |
|---|---|---|
| #1 | -12.47% Sep 16, 2024 - Jan 14, 2025 | -3.10% Mar 20, 2025 - Aug 28, 2025 |
| #2 | -0.58% Sep 10, 2024 - Sep 16, 2024 | -2.70% Feb 26, 2026 - Mar 27, 2026 |
| #3 | N/A | -0.48% Nov 11, 2025 - Jan 2, 2026 |
| #4 | N/A | -0.36% Sep 17, 2025 - Oct 7, 2025 |
| #5 | N/A | -0.32% Jan 14, 2026 - Jan 28, 2026 |
| #6 | N/A | -0.31% Oct 22, 2025 - Nov 11, 2025 |
| #7 | N/A | -0.23% Aug 28, 2025 - Sep 3, 2025 |
| #8 | N/A | -0.15% Feb 5, 2026 - Feb 9, 2026 |
| #9 | N/A | -0.12% Jan 7, 2026 - Jan 14, 2026 |
| #10 | N/A | -0.10% Mar 13, 2025 - Mar 18, 2025 |
| #11 | N/A | -0.09% Feb 10, 2026 - Feb 12, 2026 |
| #12 | N/A | -0.08% Feb 17, 2026 - Feb 19, 2026 |
| #13 | N/A | -0.08% Oct 13, 2025 - Oct 15, 2025 |
| #14 | N/A | -0.04% Sep 11, 2025 - Sep 15, 2025 |
| #15 | N/A | -0.04% Oct 16, 2025 - Oct 21, 2025 |
Correlation
Correlation between LLDR and TAXM is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2024 - 2026)
LLDR vs TAXM dividend yield comparison.
| Year | LLDR | TAXM |
|---|---|---|
| 2026 | 1.96% | 1.29% |
| 2025 | 4.42% | 2.75% |
| 2024 | 1.20% | 0.00% |
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