TAXT vs IWFG

Comparison between NORTHERN TRUST TAX-EXEMPT BOND ETF (TAXT, ETF) and NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF).

TAXT vs IWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAXT(ETF)	IWFG(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.05%	0.46%
Max Drawdown	2.70%	25.60%
Sharpe Ratio	0.70	0.03
5Y Beta	0.07	1.22
P/E Ratio	N/A	36.55
Forward P/E	N/A	26.88
PEG Ratio	N/A	0.50
5Y EPS CAGR	N/A	36.47%
Debt to Equity	N/A	27.24%
P/S Ratio	N/A	8.76
P/B Ratio	N/A	12.44

Net Assets

TAXT

$61M

Winner

IWFG

$61M

Expense Ratio

Winner

TAXT

0.05%

IWFG

0.46%

Max Drawdown

Winner

TAXT

2.70%

IWFG

25.60%

Sharpe Ratio

Winner

TAXT

0.70

IWFG

0.03

5Y Beta

Winner

TAXT

0.07

IWFG

1.22

P/E Ratio

TAXT

N/A

IWFG

36.55

Forward P/E

TAXT

N/A

IWFG

26.88

PEG Ratio

TAXT

N/A

IWFG

0.50

5Y EPS CAGR

TAXT

N/A

IWFG

36.47%

Debt to Equity

TAXT

N/A

IWFG

27.24%

P/S Ratio

TAXT

N/A

IWFG

8.76

P/B Ratio

TAXT

N/A

IWFG

12.44

TAXT vs IWFG - Historical Returns

Returns include dividend reinvestment.

Period	TAXT	IWFG
1 month	-0.44%	-1.28%
3 months	+0.07%	+4.30%
6 months	+0.61%	+4.99%
1 year	+5.14%	+2.66%
5 years(CAGR)	N/A	+22.32%
Max(CAGR)	+5.60%	+22.32%

Winner

TAXT

-0.44%

IWFG

-1.28%

TAXT

+0.07%

Winner

IWFG

+4.30%

TAXT

+0.61%

Winner

IWFG

+4.99%

Winner

TAXT

+5.14%

IWFG

+2.66%

5Y(CAGR)

TAXT

N/A

IWFG

+22.32%

Max(CAGR)

TAXT

+5.60%

Winner

IWFG

+22.32%

TAXT vs IWFG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	TAXT	IWFG
2026	+0.96%	+1.42%
2025	+3.97%	+14.28%
2024	N/A	+39.97%
2023	N/A	+39.37%
2022	N/A	+3.75%

TAXT vs IWFG Drawdown Comparison

The maximum drawdown for TAXT was -2.49%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current TAXT drawdown is -0.93%. The current IWFG drawdown is -4.08%.

Rank	TAXT	IWFG
#1	-2.49% Feb 27, 2026 - Mar 24, 2026	-21.97% Jan 23, 2025 - Jun 6, 2025
#2	-0.49% Nov 11, 2025 - Nov 26, 2025	-20.20% Oct 29, 2025 - Mar 30, 2026
#3	-0.37% Oct 24, 2025 - Nov 11, 2025	-17.45% Aug 15, 2022 - Feb 2, 2023
#4	-0.36% Sep 17, 2025 - Oct 7, 2025	-12.99% Jul 10, 2024 - Oct 11, 2024
#5	-0.34% Nov 28, 2025 - Dec 5, 2025	-9.95% Jul 18, 2023 - Nov 14, 2023
#6	-0.33% Jan 14, 2026 - Jan 30, 2026	-6.80% Mar 22, 2024 - May 15, 2024
#7	-0.17% Aug 22, 2025 - Sep 3, 2025	-6.35% Feb 2, 2023 - Mar 31, 2023
#8	-0.17% Dec 5, 2025 - Dec 16, 2025	-5.69% Dec 16, 2024 - Jan 23, 2025
#9	-0.16% Aug 19, 2025 - Aug 22, 2025	-4.22% Jun 24, 2022 - Jul 19, 2022
#10	-0.11% Dec 29, 2025 - Jan 2, 2026	-3.61% Sep 22, 2025 - Oct 24, 2025
#11	-0.11% Feb 9, 2026 - Feb 12, 2026	-3.30% Dec 19, 2023 - Jan 10, 2024
#12	-0.09% Dec 16, 2025 - Dec 19, 2025	-3.11% Oct 29, 2024 - Nov 6, 2024
#13	-0.09% Dec 19, 2025 - Dec 23, 2025	-3.11% Jul 21, 2022 - Jul 27, 2022
#14	-0.07% Dec 24, 2025 - Dec 29, 2025	-3.04% May 18, 2023 - May 26, 2023
#15	-0.07% Jan 9, 2026 - Jan 14, 2026	-2.75% Jul 28, 2025 - Aug 28, 2025