TAXS vs IBMT
Comparison between NORTHERN TRUST SHORT-TERM TAX-EXEMPT BOND ETF (TAXS, ETF) and ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF).
TAXS vs IBMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXS
$87M
Winner
IBMT
$88M
Expense Ratio
Winner
TAXS
0.05%
IBMT
0.18%
Max Drawdown
Winner
TAXS
1.29%
IBMT
3.33%
Sharpe Ratio
TAXS
-0.90
Winner
IBMT
0.76
5Y Beta
Winner
TAXS
0.02
IBMT
0.02
TAXS vs IBMT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXS
+0.55%
IBMT
+0.30%
3M
Winner
TAXS
+0.21%
IBMT
-0.57%
6M
Winner
TAXS
+1.33%
IBMT
+0.47%
1Y
TAXS
N/A
IBMT
+6.03%
Max(CAGR)
TAXS
+2.76%
Winner
IBMT
+6.17%
TAXS vs IBMT - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TAXS | IBMT |
|---|---|---|
| 2026 | +0.87% | +0.11% |
| 2025 | +1.22% | +7.23% |
TAXS vs IBMT Drawdown Comparison
The maximum drawdown for TAXS was -0.84%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The current TAXS drawdown is -0.07%. The current IBMT drawdown is -1.69%.
| Rank | TAXS | IBMT |
|---|---|---|
| #1 | -0.84% Feb 27, 2026 - Mar 24, 2026 | -3.18% Apr 4, 2025 - Jun 12, 2025 |
| #2 | -0.50% Sep 16, 2025 - Nov 28, 2025 | -3.09% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -0.06% Aug 22, 2025 - Sep 4, 2025 | -0.96% Sep 18, 2025 - Oct 13, 2025 |
| #4 | -0.06% Dec 19, 2025 - Dec 23, 2025 | -0.52% Oct 13, 2025 - Dec 3, 2025 |
| #5 | -0.05% Nov 28, 2025 - Dec 2, 2025 | -0.35% Jul 9, 2025 - Aug 1, 2025 |
| #6 | -0.03% Dec 24, 2025 - Dec 29, 2025 | -0.35% Dec 3, 2025 - Dec 24, 2025 |
| #7 | -0.03% Sep 11, 2025 - Sep 15, 2025 | -0.27% Jan 9, 2026 - Jan 28, 2026 |
| #8 | -0.03% Jan 16, 2026 - Jan 21, 2026 | -0.24% Mar 26, 2025 - Mar 28, 2025 |
| #9 | -0.03% Feb 17, 2026 - Feb 20, 2026 | -0.23% Jan 28, 2026 - Feb 3, 2026 |
| #10 | -0.02% Dec 5, 2025 - Dec 10, 2025 | -0.22% Feb 17, 2026 - Feb 26, 2026 |
| #11 | -0.02% Dec 11, 2025 - Dec 15, 2025 | -0.21% Sep 9, 2025 - Sep 11, 2025 |
| #12 | -0.02% Jan 2, 2026 - Jan 6, 2026 | -0.18% Aug 12, 2025 - Aug 22, 2025 |
| #13 | -0.01% Aug 19, 2025 - Aug 21, 2025 | -0.16% Jun 12, 2025 - Jun 16, 2025 |
| #14 | -0.01% Dec 29, 2025 - Dec 31, 2025 | -0.14% Sep 2, 2025 - Sep 4, 2025 |
| #15 | -0.01% Jan 9, 2026 - Jan 13, 2026 | -0.12% Aug 22, 2025 - Sep 2, 2025 |
Correlation
Correlation between TAXS and IBMT is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2025 - 2026)
TAXS vs IBMT dividend yield comparison.
| Year | TAXS | IBMT |
|---|---|---|
| 2026 | 1.08% | 1.00% |
| 2025 | 0.74% | 2.98% |
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