TAFL vs XRMI
Comparison between AB TAX-AWARE LONG MUNICIPAL ETF (TAFL, ETF) and GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF).
TAFL vs XRMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAFL
$49M
Winner
XRMI
$49M
Expense Ratio
Winner
TAFL
0.28%
XRMI
0.60%
Max Drawdown
Winner
TAFL
7.85%
XRMI
37.83%
Sharpe Ratio
Winner
TAFL
0.98
XRMI
0.91
5Y Beta
Winner
TAFL
0.05
XRMI
0.31
P/E Ratio
TAFL
N/A
XRMI
29.47
Forward P/E
TAFL
N/A
XRMI
22.40
5Y EPS CAGR
TAFL
N/A
XRMI
29.35%
Debt to Equity
TAFL
N/A
XRMI
40.90%
P/S Ratio
TAFL
N/A
XRMI
3.72
P/B Ratio
TAFL
N/A
XRMI
5.65
TAFL vs XRMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAFL
+0.77%
XRMI
+0.41%
3M
Winner
TAFL
+0.82%
XRMI
-0.17%
6M
Winner
TAFL
+2.27%
XRMI
+2.22%
1Y
TAFL
+8.14%
Winner
XRMI
+8.84%
5Y(CAGR)
TAFL
N/A
XRMI
+2.39%
Max(CAGR)
Winner
TAFL
+3.87%
XRMI
+2.39%
TAFL vs XRMI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | TAFL | XRMI |
|---|---|---|
| 2026 | +1.72% | +0.88% |
| 2025 | +3.43% | +4.80% |
| 2024 | +2.20% | +15.01% |
| 2023 | +1.95% | +4.58% |
| 2022 | N/A | -14.20% |
| 2021 | N/A | +2.68% |
TAFL vs XRMI Drawdown Comparison
The maximum drawdown for TAFL was -6.01%, occurring on Apr 11, 2025. Recovery took 191 trading sessions.
The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.
The current TAFL drawdown is -0.08%. The current XRMI drawdown is -0.90%.
| Rank | TAFL | XRMI |
|---|---|---|
| #1 | -6.01% Dec 6, 2024 - Sep 15, 2025 | -15.29% Dec 29, 2021 - Nov 6, 2024 |
| #2 | -2.84% Oct 1, 2024 - Nov 29, 2024 | -8.34% Feb 20, 2025 - Nov 24, 2025 |
| #3 | -2.76% Feb 27, 2026 - Jun 2, 2026 | -5.03% Feb 25, 2026 - Jun 2, 2026 |
| #4 | -2.48% Feb 1, 2024 - Jun 13, 2024 | -2.24% Sep 15, 2021 - Oct 15, 2021 |
| #5 | -1.66% Dec 27, 2023 - Feb 1, 2024 | -1.50% Nov 22, 2021 - Dec 8, 2021 |
| #6 | -1.14% Aug 5, 2024 - Sep 10, 2024 | -1.45% Dec 15, 2021 - Dec 27, 2021 |
| #7 | -1.11% Nov 11, 2025 - Jan 7, 2026 | -1.37% Feb 2, 2026 - Feb 9, 2026 |
| #8 | -1.05% Jun 14, 2024 - Jul 11, 2024 | -1.15% Jan 6, 2025 - Jan 15, 2025 |
| #9 | -0.65% Jul 16, 2024 - Jul 31, 2024 | -0.99% Dec 8, 2021 - Dec 15, 2021 |
| #10 | -0.60% Jan 15, 2026 - Feb 5, 2026 | -0.90% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -0.54% Sep 17, 2025 - Oct 7, 2025 | -0.89% Feb 10, 2026 - Feb 20, 2026 |
| #12 | -0.34% Sep 16, 2024 - Sep 27, 2024 | -0.81% Jan 6, 2026 - Jan 26, 2026 |
| #13 | -0.32% Oct 22, 2025 - Nov 11, 2025 | -0.78% Dec 17, 2024 - Dec 20, 2024 |
| #14 | -0.30% Jul 12, 2024 - Jul 16, 2024 | -0.69% Dec 26, 2024 - Jan 6, 2025 |
| #15 | -0.20% Feb 10, 2026 - Feb 12, 2026 | -0.67% Jan 23, 2025 - Feb 10, 2025 |
Correlation
Correlation between TAFL and XRMI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2021 - 2026)
TAFL vs XRMI dividend yield comparison.
| Year | TAFL | XRMI |
|---|---|---|
| 2026 | 1.68% | 5.23% |
| 2025 | 4.11% | 12.35% |
| 2024 | 3.88% | 11.86% |
| 2023 | 0.19% | 12.62% |
| 2022 | 0.00% | 12.84% |
| 2021 | 0.00% | 2.93% |
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