TAFM vs XCHG
Comparison between AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF) and AB US EQUITY ETF (XCHG, ETF).
TAFM vs XCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAFM
$701M
Winner
XCHG
$705M
Expense Ratio
Winner
TAFM
0.28%
XCHG
0.50%
Max Drawdown
Winner
TAFM
6.06%
XCHG
9.84%
Sharpe Ratio
TAFM
0.49
Winner
XCHG
0.91
5Y Beta
Winner
TAFM
0.01
XCHG
0.92
P/E Ratio
TAFM
N/A
XCHG
24.63
Forward P/E
TAFM
N/A
XCHG
20.88
PEG Ratio
TAFM
N/A
XCHG
0.32
5Y EPS CAGR
TAFM
N/A
XCHG
28.44%
P/S Ratio
TAFM
N/A
XCHG
3.70
P/B Ratio
TAFM
N/A
XCHG
5.40
TAFM vs XCHG - Historical Returns
Returns include dividend reinvestment.
1M
TAFM
+0.15%
Winner
XCHG
+3.10%
3M
TAFM
+0.18%
Winner
XCHG
+3.22%
6M
TAFM
-1.18%
Winner
XCHG
+9.73%
1Y
TAFM
+5.14%
XCHG
N/A
Max(CAGR)
TAFM
+3.38%
Winner
XCHG
+15.47%
TAFM vs XCHG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TAFM | XCHG |
|---|---|---|
| 2026 | +0.71% | +10.01% |
| 2025 | +4.26% | +0.30% |
| 2024 | +2.74% | N/A |
| 2023 | +1.51% | N/A |
TAFM vs XCHG Drawdown Comparison
The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current TAFM drawdown is -1.71%. The current XCHG drawdown is -1.74%.
| Rank | TAFM | XCHG |
|---|---|---|
| #1 | -4.74% Feb 28, 2025 - Sep 8, 2025 | -9.66% Jan 12, 2026 - Apr 15, 2026 |
| #2 | -2.73% Dec 6, 2024 - Feb 28, 2025 | -3.69% Jun 4, 2026 - Jul 10, 2026 |
| #3 | -2.69% Feb 27, 2026 - Jun 25, 2026 | -2.72% Jul 15, 2026 - Aug 3, 2026 |
| #4 | -2.50% Oct 2, 2024 - Dec 3, 2024 | -2.07% Aug 13, 2026 - Aug 20, 2026 |
| #5 | -1.85% Jul 6, 2026 - Jul 24, 2026 | -1.75% May 14, 2026 - May 28, 2026 |
| #6 | -1.60% Feb 1, 2024 - May 15, 2024 | -1.30% Dec 15, 2025 - Dec 22, 2025 |
| #7 | -1.28% May 15, 2024 - Jun 6, 2024 | -1.14% Dec 24, 2025 - Jan 6, 2026 |
| #8 | -1.19% Dec 27, 2023 - Jan 31, 2024 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -0.85% Jun 14, 2024 - Jul 9, 2024 | -0.73% Jun 1, 2026 - Jun 4, 2026 |
| #10 | -0.74% Dec 1, 2025 - Jan 5, 2026 | -0.65% May 6, 2026 - May 14, 2026 |
| #11 | -0.66% Nov 11, 2025 - Dec 1, 2025 | -0.62% Jul 10, 2026 - Jul 15, 2026 |
| #12 | -0.57% Aug 5, 2024 - Sep 3, 2024 | -0.51% Apr 27, 2026 - Apr 30, 2026 |
| #13 | -0.53% Jun 6, 2024 - Jun 12, 2024 | -0.49% Aug 7, 2026 - Aug 13, 2026 |
| #14 | -0.48% Oct 27, 2025 - Nov 11, 2025 | -0.48% May 1, 2026 - May 5, 2026 |
| #15 | -0.47% Sep 17, 2025 - Oct 3, 2025 | -0.44% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between TAFM and XCHG is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
Dividend Comparison (2023 - 2026)
TAFM vs XCHG dividend yield comparison.
| Year | TAFM | XCHG |
|---|---|---|
| 2026 | 2.13% | 0.31% |
| 2025 | 3.51% | 0.05% |
| 2024 | 3.35% | 0.00% |
| 2023 | 0.18% | 0.00% |
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