TAXX vs BWZ
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).
TAXX vs BWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAXX
$296M
BWZ
$294M
Expense Ratio
TAXX
0.35%
BWZ
0.35%
Max Drawdown
Winner
TAXX
1.50%
BWZ
38.33%
Sharpe Ratio
Winner
TAXX
-0.30
BWZ
-0.73
5Y Beta
TAXX
0.01
Winner
BWZ
0.00
5Y Dividends CAGR
TAXX
N/A
BWZ
128.38%
TAXX vs BWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXX
+0.02%
BWZ
-0.04%
3M
Winner
TAXX
+0.60%
BWZ
-1.61%
6M
Winner
TAXX
+0.92%
BWZ
-1.54%
1Y
Winner
TAXX
+3.03%
BWZ
-1.89%
5Y(CAGR)
TAXX
N/A
BWZ
-1.68%
10Y(CAGR)
TAXX
N/A
BWZ
-0.49%
Max(CAGR)
Winner
TAXX
+3.95%
BWZ
-0.26%
TAXX vs BWZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | BWZ |
|---|---|---|
| 2026 | +1.22% | -1.26% |
| 2025 | +4.38% | +10.88% |
| 2024 | +3.51% | -4.53% |
| 2023 | N/A | +3.85% |
| 2022 | N/A | -10.17% |
| 2021 | N/A | -6.90% |
| 2020 | N/A | +6.74% |
| 2019 | N/A | +1.29% |
| 2018 | N/A | -3.82% |
| 2017 | N/A | +10.82% |
| 2016 | N/A | -1.22% |
| 2015 | N/A | -6.54% |
| 2014 | N/A | -9.36% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +2.23% |
| 2011 | N/A | -0.77% |
| 2010 | N/A | +0.98% |
| 2009 | N/A | +12.97% |
TAXX vs BWZ Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current TAXX drawdown is -0.13%. The current BWZ drawdown is -23.22%.
| Rank | TAXX | BWZ |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -34.22% Aug 29, 2011 - Sep 27, 2022 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -13.70% Dec 1, 2009 - Nov 4, 2010 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -6.59% Nov 4, 2010 - Jan 26, 2011 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -5.56% Feb 9, 2009 - Mar 18, 2009 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -5.06% Jan 26, 2011 - Apr 26, 2011 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -3.58% May 2, 2011 - Jul 29, 2011 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -3.43% Jun 2, 2009 - Jul 20, 2009 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -2.51% Mar 19, 2009 - May 4, 2009 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -2.22% Oct 14, 2009 - Nov 11, 2009 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -2.20% Jul 29, 2011 - Aug 29, 2011 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -2.14% Sep 18, 2009 - Oct 14, 2009 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -1.88% Aug 4, 2009 - Aug 25, 2009 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -1.52% Feb 3, 2009 - Feb 9, 2009 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -1.10% May 22, 2009 - Jun 1, 2009 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -1.05% Nov 11, 2009 - Nov 25, 2009 |
Correlation
Correlation between TAXX and BWZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2009 - 2026)
TAXX vs BWZ dividend yield comparison.
| Year | TAXX | BWZ |
|---|---|---|
| 2026 | 1.54% | 1.06% |
| 2025 | 3.72% | 2.05% |
| 2024 | 2.70% | 2.47% |
| 2023 | 0.00% | 1.63% |
| 2022 | 0.00% | 0.44% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 0.13% |
| 2019 | 0.00% | 0.43% |
| 2018 | 0.00% | 1.10% |
| 2017 | 0.00% | 0.40% |
| 2016 | 0.00% | 0.13% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.19% |
| 2013 | 0.00% | 0.09% |
| 2012 | 0.00% | 0.01% |
| 2011 | 0.00% | 3.53% |
| 2010 | 0.00% | 0.19% |
| 2009 | 0.00% | 1.61% |
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