TXXI vs UMDD
Comparison between BondBloxx ETF Trust IRM TaxAware Intermediate Duration (TXXI, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).
TXXI vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TXXI
$35M
UMDD
$35M
Expense Ratio
TXXI
0.35%
UMDD
N/A
Max Drawdown
Winner
TXXI
3.08%
UMDD
86.39%
Sharpe Ratio
TXXI
0.77
Winner
UMDD
0.99
5Y Beta
Winner
TXXI
0.05
UMDD
2.94
5Y Dividends CAGR
TXXI
N/A
UMDD
131.43%
TXXI vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TXXI
-0.79%
UMDD
-2.72%
3M
TXXI
-0.04%
Winner
UMDD
+8.48%
6M
TXXI
+0.62%
Winner
UMDD
+15.75%
1Y
TXXI
+5.92%
Winner
UMDD
+50.43%
5Y(CAGR)
TXXI
N/A
UMDD
+3.90%
10Y(CAGR)
TXXI
N/A
UMDD
+11.24%
Max(CAGR)
TXXI
+3.93%
Winner
UMDD
+19.13%
TXXI vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | TXXI | UMDD |
|---|---|---|
| 2026 | +0.97% | +33.72% |
| 2025 | +4.34% | -2.11% |
| 2024 | N/A | +20.82% |
| 2023 | N/A | +28.47% |
| 2022 | N/A | -49.98% |
| 2021 | N/A | +81.33% |
| 2020 | N/A | -17.44% |
| 2019 | N/A | +80.06% |
| 2018 | N/A | -40.78% |
| 2017 | N/A | +46.68% |
| 2016 | N/A | +65.85% |
| 2015 | N/A | -12.64% |
| 2014 | N/A | +27.19% |
| 2013 | N/A | +104.60% |
| 2012 | N/A | +45.14% |
| 2011 | N/A | -30.67% |
| 2010 | N/A | +89.42% |
TXXI vs UMDD Drawdown Comparison
The maximum drawdown for TXXI was -3.08%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current TXXI drawdown is -1.34%. The current UMDD drawdown is -5.90%.
| Rank | TXXI | UMDD |
|---|---|---|
| #1 | -3.08% Mar 2, 2026 - Mar 27, 2026 | -86.25% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -2.78% Apr 3, 2025 - Aug 1, 2025 | -65.66% Apr 29, 2011 - Feb 8, 2013 |
| #3 | -0.91% Mar 21, 2025 - Apr 3, 2025 | -64.60% Nov 16, 2021 - Jun 30, 2026 |
| #4 | -0.73% Oct 27, 2025 - Jan 5, 2026 | -50.75% Jun 23, 2015 - Nov 15, 2016 |
| #5 | -0.29% Sep 17, 2025 - Oct 6, 2025 | -47.01% Apr 23, 2010 - Dec 2, 2010 |
| #6 | -0.27% Aug 5, 2025 - Aug 25, 2025 | -29.86% Jul 1, 2014 - Nov 24, 2014 |
| #7 | -0.22% Jan 14, 2026 - Jan 28, 2026 | -27.23% Jan 23, 2018 - Aug 21, 2018 |
| #8 | -0.20% Jan 7, 2026 - Jan 14, 2026 | -21.18% May 7, 2021 - Oct 22, 2021 |
| #9 | -0.19% Aug 27, 2025 - Sep 3, 2025 | -20.60% May 21, 2013 - Jul 11, 2013 |
| #10 | -0.16% Feb 10, 2026 - Feb 13, 2026 | -20.20% Jan 22, 2014 - Feb 26, 2014 |
| #11 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -17.82% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -0.13% Mar 13, 2025 - Mar 20, 2025 | -17.67% Aug 1, 2013 - Oct 1, 2013 |
| #13 | -0.09% Feb 5, 2026 - Feb 9, 2026 | -16.07% Jul 25, 2017 - Sep 29, 2017 |
| #14 | -0.07% Jan 28, 2026 - Jan 30, 2026 | -15.55% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -0.07% Oct 23, 2025 - Oct 27, 2025 | -14.94% Feb 18, 2011 - Mar 30, 2011 |
Correlation
Correlation between TXXI and UMDD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2010 - 2026)
TXXI vs UMDD dividend yield comparison.
| Year | TXXI | UMDD |
|---|---|---|
| 2026 | 1.63% | 0.22% |
| 2025 | 2.85% | 1.00% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.00% | 0.19% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.00% | 0.06% |
| 2020 | 0.00% | 0.08% |
| 2019 | 0.00% | 0.64% |
| 2018 | 0.00% | 0.32% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.08% |
| 2010 | 0.00% | 0.05% |
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