TAXX vs BOCT
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and Innovator U.S. Equity Buffer ETF - October (BOCT, ETF).
TAXX vs BOCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXX
$296M
Winner
BOCT
$296M
Expense Ratio
Winner
TAXX
0.35%
BOCT
0.79%
Max Drawdown
Winner
TAXX
1.50%
BOCT
24.54%
Sharpe Ratio
TAXX
-0.30
Winner
BOCT
1.38
5Y Beta
Winner
TAXX
0.01
BOCT
0.63
TAXX vs BOCT - Historical Returns
Returns include dividend reinvestment.
1M
TAXX
+0.02%
Winner
BOCT
+0.78%
3M
TAXX
+0.60%
Winner
BOCT
+4.98%
6M
TAXX
+0.92%
Winner
BOCT
+7.50%
1Y
TAXX
+3.03%
Winner
BOCT
+15.94%
5Y(CAGR)
TAXX
N/A
BOCT
+10.52%
Max(CAGR)
TAXX
+3.95%
Winner
BOCT
+10.45%
TAXX vs BOCT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | BOCT |
|---|---|---|
| 2026 | +1.22% | +7.83% |
| 2025 | +4.38% | +14.45% |
| 2024 | +3.51% | +12.92% |
| 2023 | N/A | +21.51% |
| 2022 | N/A | -8.31% |
| 2021 | N/A | +16.09% |
| 2020 | N/A | +14.26% |
| 2019 | N/A | +18.62% |
| 2018 | N/A | -10.25% |
TAXX vs BOCT Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current TAXX drawdown is -0.13%. The current BOCT drawdown is -0.39%.
| Rank | TAXX | BOCT |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -24.54% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -14.29% Jan 4, 2022 - May 26, 2023 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -13.61% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -13.60% Oct 2, 2018 - Apr 12, 2019 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -7.44% Sep 14, 2023 - Nov 22, 2023 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -6.09% Feb 2, 2026 - Apr 14, 2026 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -5.17% Oct 12, 2020 - Nov 6, 2020 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -4.63% Jul 26, 2019 - Nov 7, 2019 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -4.13% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -3.81% Sep 2, 2020 - Sep 30, 2020 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -3.53% Oct 28, 2025 - Dec 5, 2025 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -2.90% Jul 31, 2023 - Aug 31, 2023 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -2.70% Jul 16, 2024 - Aug 14, 2024 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -2.54% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -2.46% Dec 4, 2024 - Jan 21, 2025 |
Correlation
Correlation between TAXX and BOCT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
TAXX vs BOCT dividend yield comparison.
| Year | TAXX | BOCT |
|---|---|---|
| 2026 | 1.54% | 0.00% |
| 2025 | 3.72% | 0.00% |
| 2024 | 2.70% | 0.00% |
| 2019 | 0.00% | 0.20% |
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