TAXX vs FTSD
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF).
TAXX vs FTSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAXX
$283M
Winner
FTSD
$284M
Expense Ratio
TAXX
0.35%
Winner
FTSD
0.25%
Max Drawdown
Winner
TAXX
1.50%
FTSD
11.76%
Sharpe Ratio
TAXX
0.11
Winner
FTSD
0.33
5Y Beta
TAXX
0.01
Winner
FTSD
-0.02
5Y Dividends CAGR
TAXX
N/A
FTSD
29.59%
TAXX vs FTSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAXX
+0.33%
FTSD
+0.09%
3M
TAXX
+0.30%
Winner
FTSD
+0.40%
6M
Winner
TAXX
+1.54%
FTSD
+1.36%
1Y
TAXX
+3.90%
Winner
FTSD
+4.28%
5Y(CAGR)
TAXX
N/A
FTSD
+2.45%
10Y(CAGR)
TAXX
N/A
FTSD
+2.05%
Max(CAGR)
Winner
TAXX
+4.09%
FTSD
+1.78%
TAXX vs FTSD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | FTSD |
|---|---|---|
| 2026 | +1.03% | +0.81% |
| 2025 | +4.38% | +5.70% |
| 2024 | +3.51% | +5.20% |
| 2023 | N/A | +4.83% |
| 2022 | N/A | -3.10% |
| 2021 | N/A | -0.87% |
| 2020 | N/A | +3.00% |
| 2019 | N/A | +2.64% |
| 2018 | N/A | +1.64% |
| 2017 | N/A | +0.92% |
| 2016 | N/A | +0.90% |
| 2015 | N/A | +0.68% |
| 2014 | N/A | +0.77% |
| 2013 | N/A | +0.38% |
TAXX vs FTSD Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.
The current TAXX drawdown is -0.04%. The current FTSD drawdown is -0.17%.
| Rank | TAXX | FTSD |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -5.32% Feb 5, 2021 - Dec 13, 2023 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -0.96% Mar 6, 2020 - Apr 9, 2020 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -0.93% Apr 8, 2025 - Jun 4, 2025 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -0.87% Oct 3, 2016 - Jan 23, 2017 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -0.86% Jun 21, 2016 - Sep 30, 2016 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -0.76% Aug 3, 2015 - Jan 29, 2016 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -0.60% May 29, 2018 - Aug 10, 2018 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -0.57% Jan 29, 2016 - May 13, 2016 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -0.56% Jan 23, 2015 - Apr 30, 2015 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -0.51% Dec 27, 2017 - May 23, 2018 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -0.50% Dec 31, 2018 - Feb 20, 2019 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -0.49% Feb 24, 2017 - Apr 18, 2017 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -0.46% Jul 30, 2020 - Dec 29, 2020 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -0.45% Mar 6, 2026 - Apr 6, 2026 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -0.43% Apr 4, 2024 - May 2, 2024 |
Correlation
Correlation between TAXX and FTSD is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2013 - 2026)
TAXX vs FTSD dividend yield comparison.
| Year | TAXX | FTSD |
|---|---|---|
| 2026 | 1.29% | 1.76% |
| 2025 | 3.72% | 4.67% |
| 2024 | 2.70% | 4.75% |
| 2023 | 0.00% | 4.14% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.01% |
| 2020 | 0.00% | 1.54% |
| 2019 | 0.00% | 2.90% |
| 2018 | 0.00% | 2.63% |
| 2017 | 0.00% | 2.24% |
| 2016 | 0.00% | 1.92% |
| 2015 | 0.00% | 1.52% |
| 2014 | 0.00% | 1.91% |
| 2013 | 0.00% | 0.27% |
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