TAXI vs SSPY
Comparison between NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF (TAXI, ETF) and STRATIFIED LARGECAP INDEX ETF (SSPY, ETF).
TAXI vs SSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAXI
$123M
SSPY
$122M
Expense Ratio
Winner
TAXI
0.05%
SSPY
0.45%
Max Drawdown
Winner
TAXI
2.43%
SSPY
16.45%
Sharpe Ratio
TAXI
0.90
Winner
SSPY
1.46
5Y Beta
Winner
TAXI
0.05
SSPY
0.75
P/E Ratio
TAXI
N/A
SSPY
24.68
Forward P/E
TAXI
N/A
SSPY
16.49
5Y EPS CAGR
TAXI
N/A
SSPY
14.16%
Debt to Equity
TAXI
N/A
SSPY
39.84%
P/S Ratio
TAXI
N/A
SSPY
1.60
P/B Ratio
TAXI
N/A
SSPY
3.30
TAXI vs SSPY - Historical Returns
Returns include dividend reinvestment.
1M
TAXI
+0.43%
Winner
SSPY
+1.98%
3M
TAXI
-0.18%
Winner
SSPY
+3.88%
6M
TAXI
+1.47%
Winner
SSPY
+9.59%
1Y
TAXI
N/A
SSPY
+20.87%
Max(CAGR)
TAXI
+5.44%
Winner
SSPY
+12.84%
TAXI vs SSPY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TAXI | SSPY |
|---|---|---|
| 2026 | +0.78% | +8.88% |
| 2025 | +3.35% | +13.00% |
| 2024 | N/A | -0.90% |
TAXI vs SSPY Drawdown Comparison
The maximum drawdown for TAXI was -2.23%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for SSPY was -16.16%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current TAXI drawdown is -0.82%. The current SSPY drawdown is -1.15%.
| Rank | TAXI | SSPY |
|---|---|---|
| #1 | -2.23% Feb 27, 2026 - Mar 24, 2026 | -16.16% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -0.42% Sep 17, 2025 - Oct 10, 2025 | -7.32% Feb 27, 2026 - May 6, 2026 |
| #3 | -0.25% Nov 11, 2025 - Nov 24, 2025 | -4.80% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -0.20% Oct 22, 2025 - Nov 10, 2025 | -3.06% Oct 3, 2025 - Oct 24, 2025 |
| #5 | -0.17% Jan 16, 2026 - Jan 27, 2026 | -2.96% Oct 16, 2024 - Nov 6, 2024 |
| #6 | -0.13% Nov 28, 2025 - Dec 8, 2025 | -2.84% Jul 23, 2025 - Aug 13, 2025 |
| #7 | -0.08% Aug 27, 2025 - Sep 3, 2025 | -1.94% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -0.08% Jan 9, 2026 - Jan 14, 2026 | -1.84% Jul 10, 2025 - Jul 23, 2025 |
| #9 | -0.07% Aug 19, 2025 - Aug 22, 2025 | -1.58% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -0.06% Dec 29, 2025 - Jan 2, 2026 | -1.44% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -0.04% Aug 22, 2025 - Aug 27, 2025 | -1.30% May 6, 2026 - May 21, 2026 |
| #12 | -0.04% Sep 11, 2025 - Sep 15, 2025 | -1.16% Sep 30, 2024 - Oct 11, 2024 |
| #13 | -0.04% Dec 9, 2025 - Dec 15, 2025 | -1.15% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -0.03% Sep 8, 2025 - Sep 10, 2025 | -1.11% Sep 11, 2025 - Sep 29, 2025 |
| #15 | -0.03% Dec 19, 2025 - Dec 24, 2025 | -1.09% Feb 11, 2026 - Feb 18, 2026 |
Correlation
Correlation between TAXI and SSPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2024 - 2026)
TAXI vs SSPY dividend yield comparison.
| Year | TAXI | SSPY |
|---|---|---|
| 2026 | 1.15% | 0.00% |
| 2025 | 0.85% | 1.38% |
| 2024 | 0.00% | 0.35% |
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