TAXX vs FTMA
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and Franklin Massachusetts Municipal Income ETF (FTMA, ETF).
TAXX vs FTMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXX
$286M
Winner
FTMA
$287M
Expense Ratio
TAXX
0.35%
FTMA
0.35%
Max Drawdown
Winner
TAXX
1.50%
FTMA
2.63%
Sharpe Ratio
TAXX
-0.71
Winner
FTMA
-0.50
5Y Beta
Winner
TAXX
0.01
FTMA
0.10
TAXX vs FTMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXX
+0.47%
FTMA
+0.13%
3M
Winner
TAXX
+0.71%
FTMA
+0.05%
6M
Winner
TAXX
+0.58%
FTMA
-0.02%
1Y
TAXX
+2.92%
FTMA
N/A
Max(CAGR)
Winner
TAXX
+3.92%
FTMA
+2.06%
TAXX vs FTMA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | FTMA |
|---|---|---|
| 2026 | +1.52% | +1.16% |
| 2025 | +4.38% | +0.43% |
| 2024 | +3.51% | N/A |
TAXX vs FTMA Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for FTMA was -2.27%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current FTMA drawdown is -1.63%.
| Rank | TAXX | FTMA |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -2.27% Feb 26, 2026 - May 29, 2026 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -1.98% Jul 2, 2026 - Jul 23, 2026 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -0.82% Nov 26, 2025 - Jan 2, 2026 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -0.72% Nov 11, 2025 - Nov 26, 2025 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -0.61% Jan 14, 2026 - Feb 3, 2026 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -0.17% Feb 24, 2026 - Feb 26, 2026 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -0.17% Feb 5, 2026 - Feb 10, 2026 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -0.11% Jun 24, 2026 - Jun 26, 2026 |
| #10 | -0.37% Jun 29, 2026 - Aug 12, 2026 | -0.11% Jan 7, 2026 - Jan 14, 2026 |
| #11 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -0.11% Jun 2, 2026 - Jun 16, 2026 |
| #12 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -0.11% Jun 16, 2026 - Jun 18, 2026 |
| #13 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -0.11% Feb 18, 2026 - Feb 20, 2026 |
| #14 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -0.09% May 29, 2026 - Jun 2, 2026 |
| #15 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -0.06% Jan 5, 2026 - Jan 7, 2026 |
Correlation
Correlation between TAXX and FTMA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2024 - 2026)
TAXX vs FTMA dividend yield comparison.
| Year | TAXX | FTMA |
|---|---|---|
| 2026 | 1.85% | 2.09% |
| 2025 | 3.72% | 0.54% |
| 2024 | 2.70% | 0.00% |
Select Stocks to Compare
Popular: TAXX vs SPYFTMA vs SPY
More Comparisons
Compare with similar stocks