TAXM vs DFTT
Comparison between BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF) and DF Tactical 30 ETF (DFTT, ETF).
TAXM vs DFTT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXM
$36M
DFTT
$36M
Expense Ratio
Winner
TAXM
0.35%
DFTT
0.70%
Max Drawdown
Winner
TAXM
3.10%
DFTT
10.46%
Sharpe Ratio
TAXM
0.75
Winner
DFTT
1.08
5Y Beta
Winner
TAXM
0.06
DFTT
1.57
P/E Ratio
TAXM
N/A
DFTT
36.26
Forward P/E
TAXM
N/A
DFTT
21.98
PEG Ratio
TAXM
N/A
DFTT
0.24
5Y EPS CAGR
TAXM
N/A
DFTT
35.16%
Debt to Equity
TAXM
N/A
DFTT
40.57%
P/S Ratio
TAXM
N/A
DFTT
6.59
P/B Ratio
TAXM
N/A
DFTT
7.42
TAXM vs DFTT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXM
-0.60%
DFTT
-6.67%
3M
TAXM
-0.14%
Winner
DFTT
+14.33%
6M
TAXM
+0.43%
Winner
DFTT
+16.98%
1Y
TAXM
+5.60%
DFTT
N/A
Max(CAGR)
TAXM
+3.35%
Winner
DFTT
+31.81%
TAXM vs DFTT - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TAXM | DFTT |
|---|---|---|
| 2026 | +0.80% | +19.62% |
| 2025 | +3.71% | -0.04% |
TAXM vs DFTT Drawdown Comparison
The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.
The maximum drawdown for DFTT was -10.46%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current TAXM drawdown is -1.15%. The current DFTT drawdown is -6.67%.
| Rank | TAXM | DFTT |
|---|---|---|
| #1 | -3.10% Mar 20, 2025 - Aug 28, 2025 | -10.46% Jan 29, 2026 - Apr 9, 2026 |
| #2 | -2.70% Feb 26, 2026 - Mar 27, 2026 | -9.58% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -0.48% Nov 11, 2025 - Jan 2, 2026 | -6.66% Nov 12, 2025 - Dec 5, 2025 |
| #4 | -0.36% Sep 17, 2025 - Oct 7, 2025 | -5.83% Dec 10, 2025 - Dec 24, 2025 |
| #5 | -0.32% Jan 14, 2026 - Jan 28, 2026 | -4.09% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -0.31% Oct 22, 2025 - Nov 11, 2025 | -3.30% May 13, 2026 - May 26, 2026 |
| #7 | -0.23% Aug 28, 2025 - Sep 3, 2025 | -2.49% Jan 16, 2026 - Jan 27, 2026 |
| #8 | -0.15% Feb 5, 2026 - Feb 9, 2026 | -1.84% Dec 24, 2025 - Jan 6, 2026 |
| #9 | -0.12% Jan 7, 2026 - Jan 14, 2026 | -1.71% May 26, 2026 - Jun 3, 2026 |
| #10 | -0.10% Mar 13, 2025 - Mar 18, 2025 | -1.66% May 6, 2026 - May 8, 2026 |
| #11 | -0.09% Feb 10, 2026 - Feb 12, 2026 | -1.54% Apr 17, 2026 - Apr 23, 2026 |
| #12 | -0.08% Feb 17, 2026 - Feb 19, 2026 | -1.43% Jan 7, 2026 - Jan 12, 2026 |
| #13 | -0.08% Oct 13, 2025 - Oct 15, 2025 | -1.40% Apr 24, 2026 - Apr 30, 2026 |
| #14 | -0.04% Sep 11, 2025 - Sep 15, 2025 | -1.33% Jun 15, 2026 - Jun 18, 2026 |
| #15 | -0.04% Oct 16, 2025 - Oct 21, 2025 | -0.75% Jan 13, 2026 - Jan 15, 2026 |
Correlation
Correlation between TAXM and DFTT is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2025 - 2026)
TAXM vs DFTT dividend yield comparison.
| Year | TAXM | DFTT |
|---|---|---|
| 2026 | 1.57% | 0.13% |
| 2025 | 2.75% | 0.00% |
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