TAXX vs DBL
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).
TAXX vs DBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAXX
$288M
DBL
$288M
Expense Ratio
TAXX
0.35%
DBL
N/A
Max Drawdown
Winner
TAXX
1.50%
DBL
50.83%
Sharpe Ratio
Winner
TAXX
0.09
DBL
-0.30
5Y Beta
Winner
TAXX
0.01
DBL
0.16
5Y Dividends CAGR
TAXX
N/A
DBL
-4.68%
TAXX vs DBL - Historical Returns
Returns include dividend reinvestment.
1M
TAXX
+0.41%
Winner
DBL
+0.61%
3M
TAXX
+0.58%
Winner
DBL
+1.39%
6M
Winner
TAXX
+1.60%
DBL
-1.39%
1Y
Winner
TAXX
+3.81%
DBL
+1.00%
5Y(CAGR)
TAXX
N/A
DBL
+2.01%
10Y(CAGR)
TAXX
N/A
DBL
+2.25%
Max(CAGR)
TAXX
+4.10%
Winner
DBL
+4.55%
TAXX vs DBL - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | DBL |
|---|---|---|
| 2026 | +1.12% | -1.46% |
| 2025 | +4.38% | +7.08% |
| 2024 | +3.51% | +10.67% |
| 2023 | N/A | +12.59% |
| 2022 | N/A | -14.98% |
| 2021 | N/A | +5.85% |
| 2020 | N/A | +4.27% |
| 2019 | N/A | +15.02% |
| 2018 | N/A | -6.48% |
| 2017 | N/A | +4.42% |
| 2016 | N/A | -2.09% |
| 2015 | N/A | +12.98% |
| 2014 | N/A | +22.63% |
| 2013 | N/A | -10.37% |
| 2012 | N/A | +12.82% |
TAXX vs DBL Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.
The current TAXX drawdown is -0.04%. The current DBL drawdown is -2.65%.
| Rank | TAXX | DBL |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -26.44% Jan 22, 2020 - Dec 30, 2020 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -24.54% Oct 14, 2021 - Aug 2, 2024 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -21.29% May 10, 2013 - Nov 25, 2014 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -19.89% Jul 3, 2017 - Jan 22, 2020 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -15.86% Sep 8, 2016 - Jul 3, 2017 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -10.90% Feb 3, 2015 - Oct 7, 2015 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -6.67% May 12, 2016 - Jun 7, 2016 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -5.96% Nov 5, 2015 - Dec 7, 2015 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -5.72% Oct 22, 2025 - Mar 30, 2026 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -4.78% Feb 21, 2012 - Apr 26, 2012 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -4.76% Sep 18, 2024 - Jan 15, 2025 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -4.69% Oct 4, 2012 - Dec 12, 2012 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -3.97% Apr 26, 2012 - Jun 4, 2012 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -3.94% Dec 17, 2015 - Feb 5, 2016 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -3.82% Jun 27, 2016 - Jul 22, 2016 |
Correlation
Correlation between TAXX and DBL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
TAXX vs DBL dividend yield comparison.
| Year | TAXX | DBL |
|---|---|---|
| 2026 | 1.29% | 3.81% |
| 2025 | 3.72% | 8.66% |
| 2024 | 2.70% | 8.52% |
| 2023 | 0.00% | 8.60% |
| 2022 | 0.00% | 8.89% |
| 2021 | 0.00% | 7.17% |
| 2020 | 0.00% | 8.69% |
| 2019 | 0.00% | 6.83% |
| 2018 | 0.00% | 10.27% |
| 2017 | 0.00% | 9.03% |
| 2016 | 0.00% | 8.68% |
| 2015 | 0.00% | 9.35% |
| 2014 | 0.00% | 10.14% |
| 2013 | 0.00% | 8.98% |
| 2012 | 0.00% | 7.34% |
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