YMAG vs TAXX
Comparison between YIELDMAX(R) MAGNIFICENT 7 FUND OF OPTION INCOME ETFS (YMAG, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
YMAG vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YMAG
$286M
Winner
TAXX
$286M
Expense Ratio
YMAG
1.34%
Winner
TAXX
0.35%
Max Drawdown
YMAG
50.80%
Winner
TAXX
1.50%
Sharpe Ratio
Winner
YMAG
0.52
TAXX
-0.71
5Y Beta
YMAG
1.12
Winner
TAXX
0.01
YMAG vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
YMAG
+6.41%
TAXX
+0.47%
3M
YMAG
-3.45%
Winner
TAXX
+0.71%
6M
Winner
YMAG
+5.43%
TAXX
+0.58%
1Y
Winner
YMAG
+11.82%
TAXX
+2.92%
Max(CAGR)
Winner
YMAG
+21.45%
TAXX
+3.92%
YMAG vs TAXX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | YMAG | TAXX |
|---|---|---|
| 2026 | +2.71% | +1.52% |
| 2025 | +19.14% | +4.38% |
| 2024 | +36.15% | +3.51% |
YMAG vs TAXX Drawdown Comparison
The maximum drawdown for YMAG was -25.88%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current YMAG drawdown is -4.37%.
| Rank | YMAG | TAXX |
|---|---|---|
| #1 | -25.88% Dec 17, 2024 - Jul 23, 2025 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -14.38% Oct 29, 2025 - May 6, 2026 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -14.19% Jul 10, 2024 - Nov 6, 2024 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -11.98% May 29, 2026 - Jun 25, 2026 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -7.48% Apr 11, 2024 - May 6, 2024 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -3.41% Oct 9, 2025 - Oct 20, 2025 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -3.33% Aug 14, 2025 - Aug 28, 2025 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -3.24% Mar 1, 2024 - Mar 20, 2024 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -2.67% Nov 13, 2024 - Dec 2, 2024 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -2.51% May 14, 2026 - May 28, 2026 | -0.37% Jun 29, 2026 - Aug 12, 2026 |
| #11 | -2.40% Jul 31, 2025 - Aug 6, 2025 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #12 | -2.20% Aug 28, 2025 - Sep 4, 2025 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #13 | -2.05% Jan 30, 2024 - Feb 2, 2024 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #14 | -1.97% Feb 9, 2024 - Feb 22, 2024 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #15 | -1.86% Sep 22, 2025 - Oct 9, 2025 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
Correlation
Correlation between YMAG and TAXX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
YMAG vs TAXX dividend yield comparison.
| Year | YMAG | TAXX |
|---|---|---|
| 2026 | 28.50% | 1.85% |
| 2025 | 52.27% | 3.72% |
| 2024 | 35.22% | 2.70% |
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