TAXX vs FLRG

Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and FIDELITY U.S. MULTIFACTOR ETF (FLRG, ETF).

TAXX vs FLRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAXX(ETF)	FLRG(ETF)
Net Assets	$283M	$283M
Expense Ratio	0.35%	0.15%
Max Drawdown	1.50%	20.47%
Sharpe Ratio	0.11	1.21
5Y Beta	0.01	0.84
P/E Ratio	N/A	19.98
Forward P/E	N/A	16.68
PEG Ratio	N/A	0.23
5Y Dividends CAGR	N/A	12.87%
5Y EPS CAGR	N/A	30.11%
Debt to Equity	N/A	20.08%
P/S Ratio	N/A	3.60
P/B Ratio	N/A	4.60

Net Assets

Winner

TAXX

$283M

FLRG

$283M

Expense Ratio

TAXX

0.35%

Winner

FLRG

0.15%

Max Drawdown

Winner

TAXX

1.50%

FLRG

20.47%

Sharpe Ratio

TAXX

0.11

Winner

FLRG

1.21

5Y Beta

Winner

TAXX

0.01

FLRG

0.84

P/E Ratio

TAXX

N/A

FLRG

19.98

Forward P/E

TAXX

N/A

FLRG

16.68

PEG Ratio

TAXX

N/A

FLRG

0.23

5Y Dividends CAGR

TAXX

N/A

FLRG

12.87%

5Y EPS CAGR

TAXX

N/A

FLRG

30.11%

Debt to Equity

TAXX

N/A

FLRG

20.08%

P/S Ratio

TAXX

N/A

FLRG

3.60

P/B Ratio

TAXX

N/A

FLRG

4.60

TAXX vs FLRG - Historical Returns

Returns include dividend reinvestment.

Period	TAXX	FLRG
1 month	+0.33%	+1.28%
3 months	+0.30%	+6.62%
6 months	+1.54%	+6.69%
1 year	+3.90%	+17.29%
5 years(CAGR)	N/A	+12.62%
Max(CAGR)	+4.09%	+15.23%

TAXX

+0.33%

Winner

FLRG

+1.28%

TAXX

+0.30%

Winner

FLRG

+6.62%

TAXX

+1.54%

Winner

FLRG

+6.69%

TAXX

+3.90%

Winner

FLRG

+17.29%

5Y(CAGR)

TAXX

N/A

FLRG

+12.62%

Max(CAGR)

TAXX

+4.09%

Winner

FLRG

+15.23%

TAXX vs FLRG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	TAXX	FLRG
2026	+1.03%	+7.16%
2025	+4.38%	+13.36%
2024	+3.51%	+23.73%
2023	N/A	+18.87%
2022	N/A	-10.90%
2021	N/A	+31.29%
2020	N/A	+9.53%

TAXX vs FLRG Drawdown Comparison

The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.

The maximum drawdown for FLRG was -19.64%, occurring on Jun 16, 2022. Recovery took 417 trading sessions.

The current TAXX drawdown is -0.04%. The current FLRG drawdown is -2.18%.

Rank	TAXX	FLRG
#1	-0.91% Apr 4, 2025 - May 15, 2025	-19.64% Jan 4, 2022 - Sep 1, 2023
#2	-0.88% Feb 27, 2026 - Jun 1, 2026	-16.53% Jan 23, 2025 - Jun 27, 2025
#3	-0.63% Jun 30, 2025 - Aug 8, 2025	-7.70% Sep 1, 2023 - Nov 20, 2023
#4	-0.59% Mar 20, 2024 - May 3, 2024	-7.46% Oct 12, 2020 - Nov 11, 2020
#5	-0.46% Aug 19, 2025 - Sep 5, 2025	-7.15% Jan 28, 2026 - Apr 15, 2026
#6	-0.45% Oct 1, 2024 - Nov 25, 2024	-6.46% Jul 16, 2024 - Aug 19, 2024
#7	-0.41% Jul 23, 2024 - Aug 2, 2024	-5.83% Mar 28, 2024 - May 15, 2024
#8	-0.40% Dec 6, 2024 - Jan 17, 2025	-5.39% Sep 3, 2021 - Nov 2, 2021
#9	-0.38% May 15, 2024 - Jun 5, 2024	-5.35% Dec 4, 2024 - Jan 22, 2025
#10	-0.37% Oct 30, 2025 - Dec 4, 2025	-4.90% Aug 30, 2024 - Sep 19, 2024
#11	-0.25% Mar 3, 2025 - Apr 1, 2025	-4.85% Oct 27, 2025 - Dec 23, 2025
#12	-0.23% Sep 26, 2025 - Oct 17, 2025	-4.41% Feb 12, 2021 - Mar 12, 2021
#13	-0.20% Jan 27, 2025 - Jan 31, 2025	-4.40% Nov 16, 2021 - Dec 8, 2021
#14	-0.20% Aug 5, 2024 - Aug 13, 2024	-3.64% May 7, 2021 - Jun 10, 2021
#15	-0.19% Feb 6, 2025 - Feb 20, 2025	-3.26% Jan 25, 2021 - Feb 5, 2021