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Bondbloxx IR+M Tax-Aware Short Duration ETF (TAXX) belongs to the Municipal Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with TAXX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TAXX

TAXX charges 0.35% annually. There are 100 ETFs in the Municipal Bonds category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to TAXX

TAXX has a PortfoliosLab risk / return rank of 89. There are 13 ETFs in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 97.


Top Performing TAXX Alternatives (YTD)

TAXX is at 1.32% YTD. There are 95 ETFs in the Municipal Bonds category with higher YTD returns, going as high as 4.58%.


Lowest Volatility Alternatives to TAXX

TAXX has 1.41% 1-year volatility. There are 25 ETFs in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.


Lowest Drawdown Alternatives to TAXX

TAXX has a 1-year max drawdown of -0.88%. There are 14 ETFs in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as -0.22%.


Other ETFs from BondBloxx

The 10 most viewed BondBloxx ETFs shown here include HYSA, XHLF, XCCC and span 6 categories. AUM among these funds goes as high as $2B.


Often Compared With TAXX

Investors most often compare TAXX with BOXX, UYLD, PGHY. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Alpha Architect 1-3 Month Box ETFUltrashort Bond
100
2.00%
11.05BDec 2022TAXX vs BOXX
Angel Oak Ultrashort Income ETFUltrashort Bond
99
2.32%
1.45BOct 2022TAXX vs UYLD
Invesco Global Short Term High Yield Bond ETFHigh Yield Bonds
50
2.92%
219.58MJun 2013TAXX vs PGHY
Macquarie Tax-Free USA Short Term ETFMunicipal Bonds
87
1.50%
5.74MNov 2023TAXX vs STAX
VanEck IG Floating Rate ETFCorporate Bonds, Ultrashort Bond
99
2.50%
2.89BApr 2011TAXX vs FLTR
JPMorgan Ultra-Short Income ETFUltrashort Bond
99
1.77%
39.85BMay 2017TAXX vs JPST
PGIM Ultra Short Municipal Bond ETFMunicipal Bonds
92
1.62%
102.00MJun 2024TAXX vs PUSH
Hartford Schroders Tax-Aware Bond ETFIntermediate Core Bond
61
1.60%
297.38MApr 2018TAXX vs HTAB
BondBloxx Bloomberg Five Year Target Duration US T...Government Bonds
23
-0.45%
421.17MSep 2022TAXX vs XFIV
AB Tax-Aware Intermediate Municipal ETFMunicipal Bonds
77
2.25%
681.64MDec 2023TAXX vs TAFM
Rockefeller California Municipal Bond ETFMunicipal Bonds
85
2.95%
14.71MAug 2024TAXX vs RMCA
iShares 0-3 Month Treasury Bond ETFUltrashort Bond
100
1.90%
97.69BMay 2020TAXX vs SGOV
JPMorgan Tax Aware Real Return FundMunicipal Bonds
80
1.89%
Aug 2005TAXX vs TXRIX
Vanguard Short Duration Tax-Exempt Bond ETFMunicipal Bonds
85
1.46%
Nov 2024TAXX vs VSDM
Lord Abbett Short Duration Tax Free FundMunicipal Bonds
75
1.09%
Dec 2008TAXX vs LISDX
BondBloxx Bloomberg Twenty Year Target Duration US...Government Bonds, Long-Term Bond
10
-1.30%
253.97MSep 2022TAXX vs XTWY
BondBloxx Bloomberg Ten Year Target Duration US Tr...Government Bonds
16
-0.76%
956.29MSep 2022TAXX vs XTEN
Vanguard California Tax-Exempt Bond ETFMunicipal Bonds
75
1.38%
Jan 2024TAXX vs VTEC
BondBloxx IR+M Tax-Aware Intermediate Duration ETFMunicipal Bonds
70
1.60%
30.31MMar 2025TAXX vs TXXI
VanEck Intermediate Muni ETFMunicipal Bonds
66
0.52%
2.18BDec 2007TAXX vs ITM

Compare TAXX with Any Fund or Stock

Compare TAXX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair TAXX with funds that move differently

Bondbloxx IR+M Tax-Aware Short Duration ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAXX.

Explore TAXX Diversifiers