TOS vs TAXI

Comparison between Twin Oak Strategic Solutions ETF (TOS, ETF) and NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF (TAXI, ETF).

TOS vs TAXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOS(ETF)	TAXI(ETF)
Net Assets	$160M	$160M
Expense Ratio	0.76%	0.05%
Max Drawdown	11.72%	2.43%
Sharpe Ratio	1.11	0.24
5Y Beta	1.57	0.05
P/E Ratio	39.37	N/A
Forward P/E	27.59	N/A
PEG Ratio	0.44	N/A
5Y EPS CAGR	33.37%	N/A
P/S Ratio	2.68	N/A
P/B Ratio	10.09	N/A

Net Assets

Winner

TOS

$160M

TAXI

$160M

Expense Ratio

TOS

0.76%

Winner

TAXI

0.05%

Max Drawdown

TOS

11.72%

Winner

TAXI

2.43%

Sharpe Ratio

Winner

TOS

1.11

TAXI

0.24

5Y Beta

TOS

1.57

Winner

TAXI

0.05

P/E Ratio

TOS

39.37

TAXI

N/A

Forward P/E

TOS

27.59

TAXI

N/A

PEG Ratio

TOS

0.44

TAXI

N/A

5Y EPS CAGR

TOS

33.37%

TAXI

N/A

P/S Ratio

TOS

2.68

TAXI

N/A

P/B Ratio

TOS

10.09

TAXI

N/A

TOS vs TAXI - Historical Returns

Returns include dividend reinvestment.

Period	TOS	TAXI
1 month	-5.98%	-0.50%
3 months	+6.45%	-0.07%
6 months	+15.30%	-0.03%
1 year	N/A	+3.92%
Max(CAGR)	+34.82%	+4.27%

TOS

-5.98%

Winner

TAXI

-0.50%

Winner

TOS

+6.45%

TAXI

-0.07%

Winner

TOS

+15.30%

TAXI

-0.03%

TOS

N/A

TAXI

+3.92%

Max(CAGR)

Winner

TOS

+34.82%

TAXI

+4.27%

TOS vs TAXI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TOS	TAXI
2026	+15.30%	+0.42%
2025	N/A	+3.35%

TOS vs TAXI Drawdown Comparison

The maximum drawdown for TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.

The maximum drawdown for TAXI was -2.23%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current TOS drawdown is -5.98%. The current TAXI drawdown is -1.18%.

Rank	TOS	TAXI
#1	-11.72% Mar 2, 2026 - Apr 10, 2026	-2.23% Feb 27, 2026 - Mar 24, 2026
#2	-9.11% Jun 22, 2026 - Jul 17, 2026	-0.42% Sep 17, 2025 - Oct 10, 2025
#3	-6.15% Jun 2, 2026 - Jun 15, 2026	-0.25% Nov 11, 2025 - Nov 24, 2025
#4	-4.65% May 14, 2026 - Jun 2, 2026	-0.20% Oct 22, 2025 - Nov 10, 2025
#5	-4.36% Jan 28, 2026 - Feb 9, 2026	-0.17% Jan 16, 2026 - Jan 27, 2026
#6	-2.79% Apr 24, 2026 - May 5, 2026	-0.13% Nov 28, 2025 - Dec 8, 2025
#7	-2.09% Feb 25, 2026 - Mar 2, 2026	-0.08% Aug 27, 2025 - Sep 3, 2025
#8	-2.02% May 6, 2026 - May 11, 2026	-0.08% Jan 9, 2026 - Jan 14, 2026
#9	-1.47% Feb 9, 2026 - Feb 19, 2026	-0.07% Aug 19, 2025 - Aug 22, 2025
#10	-1.38% Apr 17, 2026 - Apr 24, 2026	-0.06% Dec 29, 2025 - Jan 2, 2026
#11	-1.37% Jun 15, 2026 - Jun 18, 2026	-0.04% Aug 22, 2025 - Aug 27, 2025
#12	-1.27% Apr 14, 2026 - Apr 17, 2026	-0.04% Sep 11, 2025 - Sep 15, 2025
#13	-0.74% May 11, 2026 - May 13, 2026	-0.04% Dec 9, 2025 - Dec 15, 2025
#14	-0.25% Feb 20, 2026 - Feb 24, 2026	-0.03% Sep 8, 2025 - Sep 10, 2025
#15	N/A	-0.03% Dec 19, 2025 - Dec 24, 2025