TAXM vs NTSD

Comparison between BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF) and WISDOMTREE EFFICIENT U.S. PLUS INTERNATIONAL EQUITY FUND (NTSD, ETF).

TAXM vs NTSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAXM(ETF)	NTSD(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.35%	0.35%
Max Drawdown	3.33%	5.58%
Sharpe Ratio	0.50	2.16
5Y Beta	0.06	1.50
P/E Ratio	N/A	29.07
Forward P/E	N/A	21.56
PEG Ratio	N/A	0.37
5Y EPS CAGR	N/A	25.55%
Debt to Equity	N/A	33.63%
P/S Ratio	N/A	3.77
P/B Ratio	N/A	5.77

Net Assets

Winner

TAXM

$36M

NTSD

$36M

Expense Ratio

TAXM

0.35%

NTSD

0.35%

Max Drawdown

Winner

TAXM

3.33%

NTSD

5.58%

Sharpe Ratio

TAXM

0.50

Winner

NTSD

2.16

5Y Beta

Winner

TAXM

0.06

NTSD

1.50

P/E Ratio

TAXM

N/A

NTSD

29.07

Forward P/E

TAXM

N/A

NTSD

21.56

PEG Ratio

TAXM

N/A

NTSD

0.37

5Y EPS CAGR

TAXM

N/A

NTSD

25.55%

Debt to Equity

TAXM

N/A

NTSD

33.63%

P/S Ratio

TAXM

N/A

NTSD

3.77

P/B Ratio

TAXM

N/A

NTSD

5.77

TAXM vs NTSD - Historical Returns

Returns include dividend reinvestment.

Period	TAXM	NTSD
1 month	-1.50%	+0.41%
3 months	-1.18%	+6.33%
6 months	-0.57%	N/A
1 year	+4.58%	N/A
Max(CAGR)	+2.55%	+54.41%

TAXM

-1.50%

Winner

NTSD

+0.41%

TAXM

-1.18%

Winner

NTSD

+6.33%

TAXM

-0.57%

NTSD

N/A

TAXM

+4.58%

NTSD

N/A

Max(CAGR)

TAXM

+2.55%

Winner

NTSD

+54.41%

TAXM vs NTSD - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TAXM	NTSD
2026	-0.24%	+16.17%
2025	+3.71%	N/A

TAXM vs NTSD Drawdown Comparison

The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.

The maximum drawdown for NTSD was -5.58%, occurring on Jun 10, 2026. Recovery took 22 trading sessions.

The current TAXM drawdown is -2.16%. The current NTSD drawdown is -3.23%.

Rank	TAXM	NTSD
#1	-3.10% Mar 20, 2025 - Aug 28, 2025	-5.58% Jun 2, 2026 - Jul 6, 2026
#2	-2.70% Feb 26, 2026 - Mar 27, 2026	-5.20% Mar 19, 2026 - Apr 1, 2026
#3	-0.48% Nov 11, 2025 - Jan 2, 2026	-3.23% Jul 6, 2026 - Jul 23, 2026
#4	-0.36% Sep 17, 2025 - Oct 7, 2025	-2.46% May 14, 2026 - May 22, 2026
#5	-0.32% Jan 14, 2026 - Jan 28, 2026	-2.45% Apr 17, 2026 - Apr 30, 2026
#6	-0.31% Oct 22, 2025 - Nov 11, 2025	-1.57% May 6, 2026 - May 13, 2026
#7	-0.23% Aug 28, 2025 - Sep 3, 2025	-1.36% Apr 30, 2026 - May 5, 2026
#8	-0.15% Feb 5, 2026 - Feb 9, 2026	-0.49% Apr 1, 2026 - Apr 6, 2026
#9	-0.12% Jan 7, 2026 - Jan 14, 2026	-0.45% Apr 6, 2026 - Apr 8, 2026
#10	-0.10% Mar 13, 2025 - Mar 18, 2025	-0.27% May 26, 2026 - May 28, 2026
#11	-0.09% Feb 10, 2026 - Feb 12, 2026	-0.07% Apr 15, 2026 - Apr 17, 2026
#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