TAFM vs BLW
Comparison between AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF) and BlackRock Ltd Duration Income Trust (BLW, ETF).
TAFM vs BLW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAFM
$528M
BLW
$527M
Expense Ratio
TAFM
0.28%
BLW
N/A
Max Drawdown
Winner
TAFM
6.06%
BLW
53.45%
Sharpe Ratio
Winner
TAFM
0.97
BLW
-0.83
5Y Beta
Winner
TAFM
0.00
BLW
0.29
5Y Dividends CAGR
TAFM
N/A
BLW
4.57%
TAFM vs BLW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAFM
+0.61%
BLW
-3.19%
3M
Winner
TAFM
+0.31%
BLW
-7.15%
6M
Winner
TAFM
+2.02%
BLW
-6.49%
1Y
Winner
TAFM
+6.96%
BLW
-3.61%
5Y(CAGR)
TAFM
N/A
BLW
+2.53%
10Y(CAGR)
TAFM
N/A
BLW
+6.24%
Max(CAGR)
TAFM
+4.07%
Winner
BLW
+6.11%
TAFM vs BLW - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | TAFM | BLW |
|---|---|---|
| 2026 | +1.66% | -6.65% |
| 2025 | +4.26% | +6.59% |
| 2024 | +2.74% | +10.99% |
| 2023 | +1.51% | +17.58% |
| 2022 | N/A | -13.83% |
| 2021 | N/A | +15.47% |
| 2020 | N/A | +5.10% |
| 2019 | N/A | +29.26% |
| 2018 | N/A | -10.83% |
| 2017 | N/A | +10.73% |
| 2016 | N/A | +15.15% |
| 2015 | N/A | +0.64% |
| 2014 | N/A | -0.89% |
| 2013 | N/A | -0.84% |
| 2012 | N/A | +22.20% |
| 2011 | N/A | +6.25% |
| 2010 | N/A | +19.07% |
| 2009 | N/A | +41.15% |
| 2008 | N/A | -25.24% |
| 2007 | N/A | -8.08% |
| 2006 | N/A | +19.10% |
| 2005 | N/A | -8.69% |
| 2004 | N/A | +15.50% |
| 2003 | N/A | -2.24% |
TAFM vs BLW Drawdown Comparison
The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.
The current TAFM drawdown is -0.48%. The current BLW drawdown is -8.83%.
| Rank | TAFM | BLW |
|---|---|---|
| #1 | -4.74% Feb 28, 2025 - Sep 8, 2025 | -44.04% Apr 16, 2007 - Feb 26, 2010 |
| #2 | -2.73% Dec 6, 2024 - Feb 28, 2025 | -41.88% Jan 24, 2020 - Nov 24, 2020 |
| #3 | -2.69% Feb 27, 2026 - Mar 27, 2026 | -26.26% Nov 12, 2021 - Mar 1, 2024 |
| #4 | -2.50% Oct 2, 2024 - Dec 3, 2024 | -16.95% Jun 29, 2011 - Mar 23, 2012 |
| #5 | -1.60% Feb 1, 2024 - May 15, 2024 | -14.04% May 24, 2013 - May 27, 2016 |
| #6 | -1.28% May 15, 2024 - Jun 6, 2024 | -13.50% Jan 16, 2018 - Apr 11, 2019 |
| #7 | -1.19% Dec 27, 2023 - Jan 31, 2024 | -13.28% Feb 7, 2005 - Feb 21, 2006 |
| #8 | -0.85% Jun 14, 2024 - Jul 9, 2024 | -11.64% Apr 1, 2004 - Sep 22, 2004 |
| #9 | -0.74% Dec 1, 2025 - Jan 5, 2026 | -11.19% Feb 18, 2026 - Mar 30, 2026 |
| #10 | -0.66% Nov 11, 2025 - Dec 1, 2025 | -11.09% May 3, 2010 - Jul 26, 2010 |
| #11 | -0.57% Aug 5, 2024 - Sep 3, 2024 | -10.56% Mar 3, 2025 - May 13, 2025 |
| #12 | -0.53% Jun 6, 2024 - Jun 12, 2024 | -10.46% Nov 8, 2010 - Mar 29, 2011 |
| #13 | -0.48% Oct 27, 2025 - Nov 11, 2025 | -6.43% May 11, 2012 - Jun 26, 2012 |
| #14 | -0.47% Sep 17, 2025 - Oct 3, 2025 | -6.10% Oct 26, 2012 - Nov 23, 2012 |
| #15 | -0.38% Sep 17, 2024 - Oct 1, 2024 | -5.78% Mar 27, 2012 - May 1, 2012 |
Correlation
Correlation between TAFM and BLW is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2003 - 2026)
TAFM vs BLW dividend yield comparison.
| Year | TAFM | BLW |
|---|---|---|
| 2026 | 1.50% | 4.62% |
| 2025 | 3.51% | 9.89% |
| 2024 | 3.35% | 9.39% |
| 2023 | 0.18% | 8.63% |
| 2022 | 0.00% | 8.26% |
| 2021 | 0.00% | 6.99% |
| 2020 | 0.00% | 7.39% |
| 2019 | 0.00% | 6.27% |
| 2018 | 0.00% | 7.14% |
| 2017 | 0.00% | 6.24% |
| 2016 | 0.00% | 9.68% |
| 2015 | 0.00% | 8.26% |
| 2014 | 0.00% | 8.24% |
| 2013 | 0.00% | 7.47% |
| 2012 | 0.00% | 7.55% |
| 2011 | 0.00% | 8.05% |
| 2010 | 0.00% | 6.68% |
| 2009 | 0.00% | 6.60% |
| 2008 | 0.00% | 12.65% |
| 2007 | 0.00% | 10.28% |
| 2006 | 0.00% | 7.85% |
| 2005 | 0.00% | 8.76% |
| 2004 | 0.00% | 7.62% |
| 2003 | 0.00% | 3.30% |
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