TAXX vs LQTI
Comparison between BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF) and FT VEST INVESTMENT GRADE & TARGET INCOME ETF (LQTI, ETF).
TAXX vs LQTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAXX
$288M
LQTI
$288M
Expense Ratio
Winner
TAXX
0.35%
LQTI
0.65%
Max Drawdown
Winner
TAXX
1.50%
LQTI
7.07%
Sharpe Ratio
TAXX
0.09
Winner
LQTI
0.38
5Y Beta
Winner
TAXX
0.01
LQTI
0.12
TAXX vs LQTI - Historical Returns
Returns include dividend reinvestment.
1M
TAXX
+0.41%
Winner
LQTI
+0.69%
3M
TAXX
+0.58%
Winner
LQTI
+1.41%
6M
Winner
TAXX
+1.60%
LQTI
+1.02%
1Y
TAXX
+3.81%
Winner
LQTI
+4.96%
Max(CAGR)
TAXX
+4.10%
Winner
LQTI
+5.34%
TAXX vs LQTI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TAXX | LQTI |
|---|---|---|
| 2026 | +1.12% | +0.84% |
| 2025 | +4.38% | +6.69% |
| 2024 | +3.51% | N/A |
TAXX vs LQTI Drawdown Comparison
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The maximum drawdown for LQTI was -3.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current TAXX drawdown is -0.04%. The current LQTI drawdown is -1.18%.
| Rank | TAXX | LQTI |
|---|---|---|
| #1 | -0.91% Apr 4, 2025 - May 15, 2025 | -3.40% Feb 26, 2026 - Mar 27, 2026 |
| #2 | -0.88% Feb 27, 2026 - Jun 1, 2026 | -3.23% Apr 4, 2025 - Jun 12, 2025 |
| #3 | -0.63% Jun 30, 2025 - Aug 8, 2025 | -1.76% Oct 24, 2025 - Feb 12, 2026 |
| #4 | -0.59% Mar 20, 2024 - May 3, 2024 | -1.27% Mar 3, 2025 - Apr 2, 2025 |
| #5 | -0.46% Aug 19, 2025 - Sep 5, 2025 | -1.09% Jul 2, 2025 - Jul 29, 2025 |
| #6 | -0.45% Oct 1, 2024 - Nov 25, 2024 | -1.07% Sep 15, 2025 - Oct 14, 2025 |
| #7 | -0.41% Jul 23, 2024 - Aug 2, 2024 | -0.68% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -0.40% Dec 6, 2024 - Jan 17, 2025 | -0.67% Aug 13, 2025 - Aug 27, 2025 |
| #9 | -0.38% May 15, 2024 - Jun 5, 2024 | -0.57% Feb 19, 2026 - Feb 26, 2026 |
| #10 | -0.37% Oct 30, 2025 - Dec 4, 2025 | -0.42% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -0.25% Mar 3, 2025 - Apr 1, 2025 | -0.41% Aug 7, 2025 - Aug 13, 2025 |
| #12 | -0.23% Sep 26, 2025 - Oct 17, 2025 | -0.34% Feb 14, 2025 - Feb 21, 2025 |
| #13 | -0.20% Jan 27, 2025 - Jan 31, 2025 | -0.22% Oct 22, 2025 - Oct 24, 2025 |
| #14 | -0.20% Aug 5, 2024 - Aug 13, 2024 | -0.19% Jul 29, 2025 - Aug 1, 2025 |
| #15 | -0.19% Feb 6, 2025 - Feb 20, 2025 | -0.15% Jun 24, 2025 - Jun 27, 2025 |
Correlation
Correlation between TAXX and LQTI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
TAXX vs LQTI dividend yield comparison.
| Year | TAXX | LQTI |
|---|---|---|
| 2026 | 1.29% | 4.51% |
| 2025 | 3.72% | 7.01% |
| 2024 | 2.70% | 0.00% |
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