TAXX vs EOT
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and Eaton Vance National Municipal Opportunities Trust (EOT, ETF).
TAXX vs EOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXX
$283M
EOT
$283M
Expense Ratio
TAXX
0.35%
EOT
N/A
Max Drawdown
Winner
TAXX
1.50%
EOT
40.61%
Sharpe Ratio
TAXX
0.11
Winner
EOT
0.67
5Y Beta
Winner
TAXX
0.01
EOT
0.16
5Y Dividends CAGR
TAXX
N/A
EOT
2.88%
TAXX vs EOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXX
+0.33%
EOT
-0.36%
3M
Winner
TAXX
+0.30%
EOT
-2.33%
6M
TAXX
+1.54%
Winner
EOT
+4.39%
1Y
TAXX
+3.90%
Winner
EOT
+9.66%
5Y(CAGR)
TAXX
N/A
EOT
-1.35%
10Y(CAGR)
TAXX
N/A
EOT
+1.64%
Max(CAGR)
TAXX
+4.09%
Winner
EOT
+4.10%
TAXX vs EOT - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | EOT |
|---|---|---|
| 2026 | +1.03% | +1.69% |
| 2025 | +4.38% | +6.79% |
| 2024 | +3.51% | +1.12% |
| 2023 | N/A | +7.34% |
| 2022 | N/A | -22.68% |
| 2021 | N/A | +12.12% |
| 2020 | N/A | -2.72% |
| 2019 | N/A | +19.35% |
| 2018 | N/A | -12.34% |
| 2017 | N/A | +14.03% |
| 2016 | N/A | +2.25% |
| 2015 | N/A | +7.26% |
| 2014 | N/A | +19.53% |
| 2013 | N/A | -14.49% |
| 2012 | N/A | +11.58% |
| 2011 | N/A | +16.47% |
| 2010 | N/A | +5.94% |
| 2009 | N/A | -0.62% |
TAXX vs EOT Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current TAXX drawdown is -0.04%. The current EOT drawdown is -13.54%.
| Rank | TAXX | EOT |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -33.25% Dec 13, 2021 - Oct 19, 2023 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -30.08% Jul 11, 2019 - May 27, 2021 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -26.49% Nov 23, 2012 - Nov 23, 2015 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -18.61% Nov 4, 2010 - Dec 2, 2011 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -17.50% Aug 13, 2018 - Apr 9, 2019 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -12.99% Dec 27, 2017 - Aug 13, 2018 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -11.00% Jun 19, 2009 - Oct 1, 2009 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -10.20% Sep 28, 2016 - Jun 16, 2017 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -7.81% Feb 27, 2012 - Apr 20, 2012 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -7.47% Jul 28, 2021 - Dec 13, 2021 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -7.40% Jul 26, 2012 - Sep 24, 2012 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -6.43% Oct 16, 2017 - Nov 28, 2017 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -5.63% May 28, 2021 - Jul 8, 2021 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -5.19% Oct 8, 2009 - Jan 8, 2010 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -4.95% Oct 15, 2012 - Nov 16, 2012 |
Correlation
Correlation between TAXX and EOT is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2009 - 2026)
TAXX vs EOT dividend yield comparison.
| Year | TAXX | EOT |
|---|---|---|
| 2026 | 1.29% | 2.02% |
| 2025 | 3.72% | 4.85% |
| 2024 | 2.70% | 4.77% |
| 2023 | 0.00% | 4.43% |
| 2022 | 0.00% | 4.56% |
| 2021 | 0.00% | 3.44% |
| 2020 | 0.00% | 3.80% |
| 2019 | 0.00% | 4.73% |
| 2018 | 0.00% | 6.13% |
| 2017 | 0.00% | 5.12% |
| 2016 | 0.00% | 5.96% |
| 2015 | 0.00% | 4.83% |
| 2014 | 0.00% | 4.90% |
| 2013 | 0.00% | 5.63% |
| 2012 | 0.00% | 4.91% |
| 2011 | 0.00% | 5.71% |
| 2010 | 0.00% | 7.15% |
| 2009 | 0.00% | 3.64% |
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