ZTAX vs BBB
Comparison between X-Square Municipal Income Tax Free ETF (ZTAX, ETF) and CYBER HORNET S&P 500(R) AND BITCOIN 75/25 STRATEGY ETF (BBB, ETF).
ZTAX vs BBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTAX
$7.20M
BBB
$7.20M
Expense Ratio
Winner
ZTAX
0.92%
BBB
0.98%
Max Drawdown
Winner
ZTAX
19.10%
BBB
23.16%
Sharpe Ratio
Winner
ZTAX
0.20
BBB
-0.23
5Y Beta
Winner
ZTAX
-0.14
BBB
1.06
ZTAX vs BBB - Historical Returns
Returns include dividend reinvestment.
1M
ZTAX
+1.93%
Winner
BBB
+2.19%
3M
Winner
ZTAX
+3.44%
BBB
-1.68%
6M
Winner
ZTAX
+2.03%
BBB
-2.20%
1Y
Winner
ZTAX
+8.15%
BBB
-2.76%
Max(CAGR)
ZTAX
+6.10%
Winner
BBB
+17.27%
ZTAX vs BBB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ZTAX | BBB |
|---|---|---|
| 2026 | +1.26% | -1.61% |
| 2025 | -1.04% | +8.65% |
| 2024 | +6.88% | +39.49% |
| 2023 | +9.11% | -0.24% |
ZTAX vs BBB Drawdown Comparison
The maximum drawdown for ZTAX was -15.33%, occurring on Apr 10, 2025. Recovery took 493 trading sessions.
The maximum drawdown for BBB was -21.95%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The current ZTAX drawdown is -9.01%. The current BBB drawdown is -7.94%.
| Rank | ZTAX | BBB |
|---|---|---|
| #1 | -15.33% Jun 21, 2024 - Jun 10, 2026 | -21.95% Dec 17, 2024 - Jun 30, 2025 |
| #2 | -11.90% Jul 25, 2023 - Mar 13, 2024 | -17.74% Oct 6, 2025 - Mar 30, 2026 |
| #3 | -11.26% Jun 16, 2026 - Jul 10, 2026 | -11.42% Jul 16, 2024 - Sep 26, 2024 |
| #4 | -9.50% Jun 10, 2026 - Jun 16, 2026 | -9.56% Apr 8, 2024 - May 20, 2024 |
| #5 | -8.04% May 25, 2023 - Jun 8, 2023 | -4.46% Jun 5, 2024 - Jul 15, 2024 |
| #6 | -7.38% Jun 17, 2024 - Jun 21, 2024 | -3.57% Mar 13, 2024 - Apr 1, 2024 |
| #7 | -6.42% Jun 21, 2023 - Jul 24, 2023 | -3.51% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -5.83% Apr 24, 2024 - Jun 11, 2024 | -3.47% Mar 4, 2024 - Mar 7, 2024 |
| #9 | -4.44% Apr 15, 2024 - Apr 24, 2024 | -3.45% Dec 6, 2024 - Dec 11, 2024 |
| #10 | -4.41% Jun 8, 2023 - Jun 21, 2023 | -3.40% Dec 28, 2023 - Jan 29, 2024 |
| #11 | -3.88% Jun 11, 2024 - Jun 17, 2024 | -3.23% Aug 13, 2025 - Sep 12, 2025 |
| #12 | -2.10% Mar 22, 2024 - Mar 28, 2024 | -3.19% Sep 16, 2025 - Sep 19, 2025 |
| #13 | -1.76% Mar 28, 2024 - Apr 8, 2024 | -2.75% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -1.30% Apr 8, 2024 - Apr 15, 2024 | -2.53% Sep 26, 2024 - Oct 11, 2024 |
| #15 | -0.54% May 22, 2023 - May 24, 2023 | -2.48% Nov 22, 2024 - Nov 29, 2024 |
Correlation
Correlation between ZTAX and BBB is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2023 - 2026)
ZTAX vs BBB dividend yield comparison.
| Year | ZTAX | BBB |
|---|---|---|
| 2026 | 4.38% | 0.03% |
| 2025 | 4.58% | 0.21% |
| 2024 | 4.55% | 6.75% |
| 2023 | 2.14% | 0.00% |
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