NTSD vs TAXM

Comparison between WISDOMTREE EFFICIENT U.S. PLUS INTERNATIONAL EQUITY FUND (NTSD, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).

NTSD vs TAXM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NTSD(ETF)	TAXM(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.35%	0.35%
Max Drawdown	5.58%	3.10%
Sharpe Ratio	2.18	0.75
5Y Beta	1.50	0.06
P/E Ratio	29.07	N/A
Forward P/E	21.55	N/A
PEG Ratio	0.37	N/A
5Y EPS CAGR	25.55%	N/A
Debt to Equity	33.63%	N/A
P/S Ratio	3.77	N/A
P/B Ratio	5.77	N/A

Net Assets

NTSD

$36M

Winner

TAXM

$36M

Expense Ratio

NTSD

0.35%

TAXM

0.35%

Max Drawdown

NTSD

5.58%

Winner

TAXM

3.10%

Sharpe Ratio

Winner

NTSD

2.18

TAXM

0.75

5Y Beta

NTSD

1.50

Winner

TAXM

0.06

P/E Ratio

NTSD

29.07

TAXM

N/A

Forward P/E

NTSD

21.55

TAXM

N/A

PEG Ratio

NTSD

0.37

TAXM

N/A

5Y EPS CAGR

NTSD

25.55%

TAXM

N/A

Debt to Equity

NTSD

33.63%

TAXM

N/A

P/S Ratio

NTSD

3.77

TAXM

N/A

P/B Ratio

NTSD

5.77

TAXM

N/A

NTSD vs TAXM - Historical Returns

Returns include dividend reinvestment.

Period	NTSD	TAXM
1 month	+0.44%	-0.60%
3 months	+8.70%	-0.14%
6 months	N/A	+0.43%
1 year	N/A	+5.60%
Max(CAGR)	+65.72%	+3.35%

Winner

NTSD

+0.44%

TAXM

-0.60%

Winner

NTSD

+8.70%

TAXM

-0.14%

NTSD

N/A

TAXM

+0.43%

NTSD

N/A

TAXM

+5.60%

Max(CAGR)

Winner

NTSD

+65.72%

TAXM

+3.35%

NTSD vs TAXM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	NTSD	TAXM
2026	+18.71%	+0.80%
2025	N/A	+3.71%

NTSD vs TAXM Drawdown Comparison

The maximum drawdown for NTSD was -5.58%, occurring on Jun 10, 2026. Recovery took 22 trading sessions.

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

The current NTSD drawdown is -1.11%. The current TAXM drawdown is -1.15%.

Rank	NTSD	TAXM
#1	-5.58% Jun 2, 2026 - Jul 6, 2026	-3.10% Mar 20, 2025 - Aug 28, 2025
#2	-5.20% Mar 19, 2026 - Apr 1, 2026	-2.70% Feb 26, 2026 - Mar 27, 2026
#3	-2.89% Jul 6, 2026 - Jul 20, 2026	-0.48% Nov 11, 2025 - Jan 2, 2026
#4	-2.46% May 14, 2026 - May 22, 2026	-0.36% Sep 17, 2025 - Oct 7, 2025
#5	-2.45% Apr 17, 2026 - Apr 30, 2026	-0.32% Jan 14, 2026 - Jan 28, 2026
#6	-1.57% May 6, 2026 - May 13, 2026	-0.31% Oct 22, 2025 - Nov 11, 2025
#7	-1.36% Apr 30, 2026 - May 5, 2026	-0.23% Aug 28, 2025 - Sep 3, 2025
#8	-0.49% Apr 1, 2026 - Apr 6, 2026	-0.15% Feb 5, 2026 - Feb 9, 2026
#9	-0.45% Apr 6, 2026 - Apr 8, 2026	-0.12% Jan 7, 2026 - Jan 14, 2026
#10	-0.27% May 26, 2026 - May 28, 2026	-0.10% Mar 13, 2025 - Mar 18, 2025
#11	-0.07% Apr 15, 2026 - Apr 17, 2026	-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