WSGE vs TAXT
Comparison between WARREN STREET GLOBAL EQUITY ETF (WSGE, ETF) and NORTHERN TRUST TAX-EXEMPT BOND ETF (TAXT, ETF).
WSGE vs TAXT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WSGE
$61M
Winner
TAXT
$61M
Expense Ratio
WSGE
0.80%
Winner
TAXT
0.05%
Max Drawdown
WSGE
9.25%
Winner
TAXT
2.70%
Sharpe Ratio
Winner
WSGE
1.07
TAXT
0.70
5Y Beta
WSGE
1.08
Winner
TAXT
0.07
WSGE vs TAXT - Historical Returns
Returns include dividend reinvestment.
1M
WSGE
-0.75%
Winner
TAXT
-0.44%
3M
Winner
WSGE
+5.55%
TAXT
+0.07%
6M
Winner
WSGE
+9.69%
TAXT
+0.61%
1Y
WSGE
N/A
TAXT
+5.14%
Max(CAGR)
Winner
WSGE
+20.64%
TAXT
+5.60%
WSGE vs TAXT - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WSGE | TAXT |
|---|---|---|
| 2026 | +11.21% | +0.96% |
| 2025 | +0.31% | +3.97% |
WSGE vs TAXT Drawdown Comparison
The maximum drawdown for WSGE was -9.25%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for TAXT was -2.49%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current WSGE drawdown is -1.05%. The current TAXT drawdown is -0.93%.
| Rank | WSGE | TAXT |
|---|---|---|
| #1 | -9.25% Feb 25, 2026 - Apr 14, 2026 | -2.49% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -4.06% Jun 2, 2026 - Jun 15, 2026 | -0.49% Nov 11, 2025 - Nov 26, 2025 |
| #3 | -2.69% Dec 11, 2025 - Dec 23, 2025 | -0.37% Oct 24, 2025 - Nov 11, 2025 |
| #4 | -2.29% Jul 6, 2026 - Jul 20, 2026 | -0.36% Sep 17, 2025 - Oct 7, 2025 |
| #5 | -2.21% May 14, 2026 - May 26, 2026 | -0.34% Nov 28, 2025 - Dec 5, 2025 |
| #6 | -2.16% Jun 15, 2026 - Jul 6, 2026 | -0.33% Jan 14, 2026 - Jan 30, 2026 |
| #7 | -2.14% Jan 27, 2026 - Feb 6, 2026 | -0.17% Aug 22, 2025 - Sep 3, 2025 |
| #8 | -1.82% Jan 12, 2026 - Jan 26, 2026 | -0.17% Dec 5, 2025 - Dec 16, 2025 |
| #9 | -1.51% Apr 17, 2026 - Apr 30, 2026 | -0.16% Aug 19, 2025 - Aug 22, 2025 |
| #10 | -1.48% Feb 11, 2026 - Feb 25, 2026 | -0.11% Dec 29, 2025 - Jan 2, 2026 |
| #11 | -1.25% Dec 24, 2025 - Jan 6, 2026 | -0.11% Feb 9, 2026 - Feb 12, 2026 |
| #12 | -1.02% May 6, 2026 - May 14, 2026 | -0.09% Dec 16, 2025 - Dec 19, 2025 |
| #13 | -0.83% Apr 30, 2026 - May 5, 2026 | -0.09% Dec 19, 2025 - Dec 23, 2025 |
| #14 | -0.56% Jan 6, 2026 - Jan 9, 2026 | -0.07% Dec 24, 2025 - Dec 29, 2025 |
| #15 | -0.26% Feb 9, 2026 - Feb 11, 2026 | -0.07% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between WSGE and TAXT is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2025 - 2026)
WSGE vs TAXT dividend yield comparison.
| Year | WSGE | TAXT |
|---|---|---|
| 2026 | 0.00% | 1.60% |
| 2025 | 0.27% | 1.23% |
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