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TAXM vs RJMI

Comparison between BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF) and RJ EAGLE MUNICIPAL INCOME ETF (RJMI, ETF).

TAXM vs RJMI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TAXM
$36M
Winner
RJMI
$36M
Expense Ratio
Winner
TAXM
0.35%
RJMI
0.41%
Max Drawdown
Winner
TAXM
3.10%
RJMI
3.26%
Sharpe Ratio
Winner
TAXM
0.75
RJMI
0.31
5Y Beta
Winner
TAXM
0.06
RJMI
0.08

TAXM vs RJMI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TAXM
-0.60%
RJMI
-0.95%
3M
TAXM
-0.14%
Winner
RJMI
-0.06%
6M
TAXM
+0.43%
Winner
RJMI
+0.50%
1Y
TAXM
+5.60%
RJMI
N/A
Max(CAGR)
TAXM
+3.35%
Winner
RJMI
+4.72%

TAXM vs RJMI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearTAXMRJMI
2026+0.80%+0.84%
2025+3.71%+2.82%

TAXM vs RJMI Drawdown Comparison

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

The maximum drawdown for RJMI was -3.04%, occurring on Mar 27, 2026. Recovery took 83 trading sessions.

The current TAXM drawdown is -1.15%. The current RJMI drawdown is -1.42%.

RankTAXMRJMI
#1-3.10%
Mar 20, 2025 - Aug 28, 2025
-3.04%
Feb 27, 2026 - Jun 29, 2026
#2-2.70%
Feb 26, 2026 - Mar 27, 2026
-1.42%
Jul 6, 2026 - Jul 21, 2026
#3-0.48%
Nov 11, 2025 - Jan 2, 2026
-0.44%
Oct 28, 2025 - Dec 16, 2025
#4-0.36%
Sep 17, 2025 - Oct 7, 2025
-0.33%
Jan 16, 2026 - Jan 28, 2026
#5-0.32%
Jan 14, 2026 - Jan 28, 2026
-0.09%
Jan 9, 2026 - Jan 15, 2026
#6-0.31%
Oct 22, 2025 - Nov 11, 2025
-0.08%
Jun 30, 2026 - Jul 6, 2026
#7-0.23%
Aug 28, 2025 - Sep 3, 2025
-0.08%
Feb 10, 2026 - Feb 12, 2026
#8-0.15%
Feb 5, 2026 - Feb 9, 2026
-0.06%
Oct 14, 2025 - Oct 16, 2025
#9-0.12%
Jan 7, 2026 - Jan 14, 2026
-0.06%
Jan 28, 2026 - Jan 30, 2026
#10-0.10%
Mar 13, 2025 - Mar 18, 2025
-0.06%
Dec 16, 2025 - Dec 18, 2025
#11-0.09%
Feb 10, 2026 - Feb 12, 2026
-0.06%
Feb 5, 2026 - Feb 9, 2026
#12-0.08%
Feb 17, 2026 - Feb 19, 2026
-0.03%
Oct 16, 2025 - Oct 20, 2025
#13-0.08%
Oct 13, 2025 - Oct 15, 2025
-0.02%
Oct 3, 2025 - Oct 7, 2025
#14-0.04%
Sep 11, 2025 - Sep 15, 2025
-0.02%
Dec 24, 2025 - Dec 29, 2025
#15-0.04%
Oct 16, 2025 - Oct 21, 2025
-0.02%
Oct 7, 2025 - Oct 9, 2025

Correlation

Correlation between TAXM and RJMI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2025 - 2026)

TAXM vs RJMI dividend yield comparison.

YearTAXMRJMI
20261.57%1.65%
20252.75%0.61%

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