TAXM vs LLDR
Comparison between BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF) and GLOBAL X LONG-TERM TREASURY LADDER ETF (LLDR, ETF).
TAXM vs LLDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXM
$36M
Winner
LLDR
$36M
Expense Ratio
TAXM
0.35%
Winner
LLDR
0.12%
Max Drawdown
Winner
TAXM
3.10%
LLDR
14.69%
Sharpe Ratio
Winner
TAXM
0.98
LLDR
0.20
5Y Beta
Winner
TAXM
0.06
LLDR
0.06
TAXM vs LLDR - Historical Returns
Returns include dividend reinvestment.
1M
TAXM
+0.39%
Winner
LLDR
+1.02%
3M
Winner
TAXM
+0.66%
LLDR
-0.32%
6M
Winner
TAXM
+1.51%
LLDR
+0.31%
1Y
Winner
TAXM
+5.81%
LLDR
+3.32%
Max(CAGR)
Winner
TAXM
+3.91%
LLDR
-2.91%
TAXM vs LLDR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TAXM | LLDR |
|---|---|---|
| 2026 | +1.13% | -0.02% |
| 2025 | +3.71% | +5.60% |
| 2024 | N/A | -10.04% |
TAXM vs LLDR Drawdown Comparison
The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.
The maximum drawdown for LLDR was -12.47%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current TAXM drawdown is -0.82%. The current LLDR drawdown is -5.40%.
| Rank | TAXM | LLDR |
|---|---|---|
| #1 | -3.10% Mar 20, 2025 - Aug 28, 2025 | -12.47% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -2.70% Feb 26, 2026 - Mar 27, 2026 | -0.58% Sep 10, 2024 - Sep 16, 2024 |
| #3 | -0.48% Nov 11, 2025 - Jan 2, 2026 | N/A |
| #4 | -0.36% Sep 17, 2025 - Oct 7, 2025 | N/A |
| #5 | -0.32% Jan 14, 2026 - Jan 28, 2026 | N/A |
| #6 | -0.31% Oct 22, 2025 - Nov 11, 2025 | N/A |
| #7 | -0.23% Aug 28, 2025 - Sep 3, 2025 | N/A |
| #8 | -0.15% Feb 5, 2026 - Feb 9, 2026 | N/A |
| #9 | -0.12% Jan 7, 2026 - Jan 14, 2026 | N/A |
| #10 | -0.10% Mar 13, 2025 - Mar 18, 2025 | N/A |
| #11 | -0.09% Feb 10, 2026 - Feb 12, 2026 | N/A |
| #12 | -0.08% Feb 17, 2026 - Feb 19, 2026 | N/A |
| #13 | -0.08% Oct 13, 2025 - Oct 15, 2025 | N/A |
| #14 | -0.04% Sep 11, 2025 - Sep 15, 2025 | N/A |
| #15 | -0.04% Oct 16, 2025 - Oct 21, 2025 | N/A |
Correlation
Correlation between TAXM and LLDR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2024 - 2026)
TAXM vs LLDR dividend yield comparison.
| Year | TAXM | LLDR |
|---|---|---|
| 2026 | 1.29% | 1.96% |
| 2025 | 2.75% | 4.42% |
| 2024 | 0.00% | 1.20% |
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