TAXI vs TOS

Comparison between NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF (TAXI, ETF) and Twin Oak Strategic Solutions ETF (TOS, ETF).

TAXI vs TOS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAXI(ETF)	TOS(ETF)
Net Assets	$160M	$160M
Expense Ratio	0.05%	0.76%
Max Drawdown	2.43%	11.72%
Sharpe Ratio	0.24	1.11
5Y Beta	0.05	1.57
P/E Ratio	N/A	39.37
Forward P/E	N/A	27.59
PEG Ratio	N/A	0.44
5Y EPS CAGR	N/A	33.37%
P/S Ratio	N/A	2.68
P/B Ratio	N/A	10.09

Net Assets

TAXI

$160M

Winner

TOS

$160M

Expense Ratio

Winner

TAXI

0.05%

TOS

0.76%

Max Drawdown

Winner

TAXI

2.43%

TOS

11.72%

Sharpe Ratio

TAXI

0.24

Winner

TOS

1.11

5Y Beta

Winner

TAXI

0.05

TOS

1.57

P/E Ratio

TAXI

N/A

TOS

39.37

Forward P/E

TAXI

N/A

TOS

27.59

PEG Ratio

TAXI

N/A

TOS

0.44

5Y EPS CAGR

TAXI

N/A

TOS

33.37%

P/S Ratio

TAXI

N/A

TOS

2.68

P/B Ratio

TAXI

N/A

TOS

10.09

TAXI vs TOS - Historical Returns

Returns include dividend reinvestment.

Period	TAXI	TOS
1 month	-0.50%	-5.98%
3 months	-0.07%	+6.45%
6 months	-0.03%	+15.30%
1 year	+3.92%	N/A
Max(CAGR)	+4.27%	+34.82%

Winner

TAXI

-0.50%

TOS

-5.98%

TAXI

-0.07%

Winner

TOS

+6.45%

TAXI

-0.03%

Winner

TOS

+15.30%

TAXI

+3.92%

TOS

N/A

Max(CAGR)

TAXI

+4.27%

Winner

TOS

+34.82%

TAXI vs TOS - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TAXI	TOS
2026	+0.42%	+15.30%
2025	+3.35%	N/A

TAXI vs TOS 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 TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.

The current TAXI drawdown is -1.18%. The current TOS drawdown is -5.98%.

Rank	TAXI	TOS
#1	-2.23% Feb 27, 2026 - Mar 24, 2026	-11.72% Mar 2, 2026 - Apr 10, 2026
#2	-0.42% Sep 17, 2025 - Oct 10, 2025	-9.11% Jun 22, 2026 - Jul 17, 2026
#3	-0.25% Nov 11, 2025 - Nov 24, 2025	-6.15% Jun 2, 2026 - Jun 15, 2026
#4	-0.20% Oct 22, 2025 - Nov 10, 2025	-4.65% May 14, 2026 - Jun 2, 2026
#5	-0.17% Jan 16, 2026 - Jan 27, 2026	-4.36% Jan 28, 2026 - Feb 9, 2026
#6	-0.13% Nov 28, 2025 - Dec 8, 2025	-2.79% Apr 24, 2026 - May 5, 2026
#7	-0.08% Aug 27, 2025 - Sep 3, 2025	-2.09% Feb 25, 2026 - Mar 2, 2026
#8	-0.08% Jan 9, 2026 - Jan 14, 2026	-2.02% May 6, 2026 - May 11, 2026
#9	-0.07% Aug 19, 2025 - Aug 22, 2025	-1.47% Feb 9, 2026 - Feb 19, 2026
#10	-0.06% Dec 29, 2025 - Jan 2, 2026	-1.38% Apr 17, 2026 - Apr 24, 2026
#11	-0.04% Aug 22, 2025 - Aug 27, 2025	-1.37% Jun 15, 2026 - Jun 18, 2026
#12	-0.04% Sep 11, 2025 - Sep 15, 2025	-1.27% Apr 14, 2026 - Apr 17, 2026
#13	-0.04% Dec 9, 2025 - Dec 15, 2025	-0.74% May 11, 2026 - May 13, 2026
#14	-0.03% Sep 8, 2025 - Sep 10, 2025	-0.25% Feb 20, 2026 - Feb 24, 2026
#15	-0.03% Dec 19, 2025 - Dec 24, 2025	N/A