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ZTAX vs BBBL

Comparison between X-Square Municipal Income Tax Free ETF (ZTAX, ETF) and BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL, ETF).

ZTAX vs BBBL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ZTAX
$7.20M
BBBL
$7.20M
Expense Ratio
ZTAX
0.92%
Winner
BBBL
0.19%
Max Drawdown
ZTAX
19.10%
Winner
BBBL
12.37%
Sharpe Ratio
Winner
ZTAX
0.20
BBBL
-0.23
5Y Beta
Winner
ZTAX
-0.14
BBBL
0.23

ZTAX vs BBBL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ZTAX
+1.93%
BBBL
-4.25%
3M
Winner
ZTAX
+3.44%
BBBL
-2.74%
6M
Winner
ZTAX
+2.03%
BBBL
-3.18%
1Y
Winner
ZTAX
+8.15%
BBBL
+2.00%
Max(CAGR)
Winner
ZTAX
+6.10%
BBBL
+2.29%

ZTAX vs BBBL - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearZTAXBBBL
2026+1.26%-1.92%
2025-1.04%+7.06%
2024+6.88%+0.88%
2023+9.11%N/A

ZTAX vs BBBL Drawdown Comparison

The maximum drawdown for ZTAX was -15.33%, occurring on Apr 10, 2025. Recovery took 493 trading sessions.

The maximum drawdown for BBBL was -9.44%, occurring on Apr 8, 2025. Recovery took 244 trading sessions.

The current ZTAX drawdown is -9.01%. The current BBBL drawdown is -4.99%.

RankZTAXBBBL
#1-15.33%
Jun 21, 2024 - Jun 10, 2026
-9.44%
Sep 16, 2024 - Sep 8, 2025
#2-11.90%
Jul 25, 2023 - Mar 13, 2024
-7.11%
Feb 1, 2024 - Aug 1, 2024
#3-11.26%
Jun 16, 2026 - Jul 10, 2026
-5.44%
Oct 27, 2025 - Mar 27, 2026
#4-9.50%
Jun 10, 2026 - Jun 16, 2026
-1.94%
Aug 2, 2024 - Aug 14, 2024
#5-8.04%
May 25, 2023 - Jun 8, 2023
-1.58%
Sep 16, 2025 - Oct 14, 2025
#6-7.38%
Jun 17, 2024 - Jun 21, 2024
-1.44%
Aug 23, 2024 - Sep 5, 2024
#7-6.42%
Jun 21, 2023 - Jul 24, 2023
-0.63%
Aug 21, 2024 - Aug 23, 2024
#8-5.83%
Apr 24, 2024 - Jun 11, 2024
-0.29%
Sep 8, 2025 - Sep 10, 2025
#9-4.44%
Apr 15, 2024 - Apr 24, 2024
-0.22%
Sep 11, 2025 - Sep 15, 2025
#10-4.41%
Jun 8, 2023 - Jun 21, 2023
-0.20%
Oct 16, 2025 - Oct 20, 2025
#11-3.88%
Jun 11, 2024 - Jun 17, 2024
-0.20%
Aug 14, 2024 - Aug 16, 2024
#12-2.10%
Mar 22, 2024 - Mar 28, 2024
-0.18%
Jan 25, 2024 - Jan 29, 2024
#13-1.76%
Mar 28, 2024 - Apr 8, 2024
-0.16%
Oct 22, 2025 - Oct 24, 2025
#14-1.30%
Apr 8, 2024 - Apr 15, 2024
-0.10%
Sep 5, 2024 - Sep 9, 2024
#15-0.54%
May 22, 2023 - May 24, 2023
-0.07%
Sep 11, 2024 - Sep 13, 2024

Correlation

Correlation between ZTAX and BBBL 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 BBBL dividend yield comparison.

YearZTAXBBBL
20264.38%2.79%
20254.58%5.77%
20244.55%5.19%
20232.14%0.00%

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