TAXX vs AFOS
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and ARS FOCUSED OPPORTUNITIES STRATEGY ETF (AFOS, ETF).
TAXX vs AFOS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAXX
$286M
AFOS
$286M
Expense Ratio
Winner
TAXX
0.35%
AFOS
0.45%
Max Drawdown
Winner
TAXX
1.50%
AFOS
11.80%
Sharpe Ratio
TAXX
-0.71
Winner
AFOS
2.13
5Y Beta
Winner
TAXX
0.01
AFOS
1.46
P/E Ratio
TAXX
N/A
AFOS
34.73
Forward P/E
TAXX
N/A
AFOS
19.85
PEG Ratio
TAXX
N/A
AFOS
0.14
5Y EPS CAGR
TAXX
N/A
AFOS
39.33%
Debt to Equity
TAXX
N/A
AFOS
80.19%
P/S Ratio
TAXX
N/A
AFOS
3.78
P/B Ratio
TAXX
N/A
AFOS
7.32
TAXX vs AFOS - Historical Returns
Returns include dividend reinvestment.
1M
TAXX
+0.47%
Winner
AFOS
+4.75%
3M
TAXX
+0.71%
Winner
AFOS
+2.95%
6M
TAXX
+0.58%
Winner
AFOS
+16.65%
1Y
TAXX
+2.92%
Winner
AFOS
+66.02%
Max(CAGR)
TAXX
+3.92%
Winner
AFOS
+66.92%
TAXX vs AFOS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | AFOS |
|---|---|---|
| 2026 | +1.52% | +29.98% |
| 2025 | +4.38% | +36.15% |
| 2024 | +3.51% | N/A |
TAXX vs AFOS Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for AFOS was -11.80%, occurring on Jul 29, 2026. Recovery took 38 trading sessions.
The current AFOS drawdown is -3.32%.
| Rank | TAXX | AFOS |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -11.80% Jun 22, 2026 - Aug 14, 2026 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -11.52% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -6.99% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -6.05% Nov 10, 2025 - Nov 28, 2025 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -5.74% Jan 28, 2026 - Feb 25, 2026 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -5.32% May 11, 2026 - May 26, 2026 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -4.71% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -3.90% Aug 17, 2026 - Aug 24, 2026 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -3.60% Oct 8, 2025 - Oct 23, 2025 |
| #10 | -0.37% Jun 29, 2026 - Aug 12, 2026 | -2.77% Sep 22, 2025 - Sep 30, 2025 |
| #11 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -2.31% Nov 3, 2025 - Nov 10, 2025 |
| #12 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -2.23% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -2.23% Jan 6, 2026 - Jan 12, 2026 |
| #14 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -1.95% Aug 12, 2025 - Aug 26, 2025 |
| #15 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -1.78% May 6, 2026 - May 11, 2026 |
Correlation
Correlation between TAXX and AFOS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
TAXX vs AFOS dividend yield comparison.
| Year | TAXX | AFOS |
|---|---|---|
| 2026 | 1.85% | 0.00% |
| 2025 | 3.72% | 0.30% |
| 2024 | 2.70% | 0.00% |
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