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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Tax-Exempt Bond ETF | 0.03% | 47.60B | Aug 2015 | TAXX vs VTEB | |
| Schwab Municipal Bond ETF | 0.03% | 3.92B | Oct 2022 | TAXX vs SCMB | |
| Fidelity Systematic Municipal Bond Index ETF | 0.05% | 180.62M | Jul 2019 | TAXX vs FMUN | |
| Northern Trust Intermediate Tax-Exempt Bond ETF | 0.05% | 153.73M | Aug 2025 | TAXX vs TAXI | |
| Northern Trust Short-Term Tax-Exempt Bond ETF | 0.05% | 116.60M | Aug 2025 | TAXX vs TAXS |
Best Risk-Adjusted Alternatives to TAXX
TAXX has a PortfoliosLab risk / return rank of 77. There are 33 ETFs in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street My2027 Municipal Bond ETF | 97 | 9.88M | Sep 2024 | TAXX vs MYMG | |
| First Trust Ultra Short Duration Municipal ETF | 97 | 246.08M | Nov 2018 | TAXX vs FUMB | |
| State Street My2026 Municipal Bond ETF | 96 | 8.74M | Sep 2024 | TAXX vs MYMF | |
| iShares Short Maturity Municipal Bond ETF | 96 | 1.39B | Mar 2015 | TAXX vs MEAR | |
| Goldman Sachs Ultra Short Municipal Income ETF | 95 | 38.99M | Jul 2024 | TAXX vs GUMI |
Top Performing TAXX Alternatives (YTD)
TAXX is at 1.24% YTD. There are 97 ETFs in the Municipal Bonds category with higher YTD returns, going as high as 4.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Xtrackers Municipal Infrastructure Revenue Bond ET... | 4.19% | 142.76M | Jun 2013 | TAXX vs RVNU | |
| First Trust Flexible Municipal High Income ETF | 3.96% | 19.03M | Sep 2016 | TAXX vs MFLX | |
| T. Rowe Price High Income Municipal ETF | 3.82% | 25.43M | Nov 2025 | TAXX vs THYM | |
| Overlay Shares Municipal Bond ETF | 3.75% | 30.60M | Sep 2019 | TAXX vs OVM | |
| NYLI MacKay Muni Allocation ETF | 3.54% | 27.55M | Dec 2025 | TAXX vs MMMA |
Lowest Volatility Alternatives to TAXX
TAXX has 1.70% 1-year volatility. There are 33 ETFs in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| F/m Ultrashort Tax-Free Municipal ETF | 0.54% | 30.59M | Sep 2025 | TAXX vs ZMUN | |
| State Street My2026 Municipal Bond ETF | 0.73% | 8.74M | Sep 2024 | TAXX vs MYMF | |
| iShares Short-Term California Muni Active ETF | 0.75% | 398.45M | Oct 2007 | TAXX vs CALI | |
| Allspring Ultra Short Municipal ETF | 0.75% | 30.06M | Jul 2025 | TAXX vs AUSM | |
| First Trust Ultra Short Duration Municipal ETF | 0.77% | 246.08M | Nov 2018 | TAXX vs FUMB |
Lowest Drawdown Alternatives to TAXX
TAXX has a 1-year max drawdown of -0.88%. There are 13 ETFs in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as -0.22%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Ultra Short Duration Municipal ETF | -0.22% | 246.08M | Nov 2018 | TAXX vs FUMB | |
| Invesco BulletShares 2026 Municipal Bond ETF | -0.33% | 290.51M | Sep 2019 | TAXX vs BSMQ | |
| Goldman Sachs Ultra Short Municipal Income ETF | -0.36% | 38.99M | Jul 2024 | TAXX vs GUMI | |
| State Street My2027 Municipal Bond ETF | -0.36% | 9.88M | Sep 2024 | TAXX vs MYMG | |
| iShares iBonds Dec 2026 Term Muni Bond ETF | -0.38% | 587.10M | Apr 2019 | TAXX vs IBMO |
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.
Compare TAXX with Any Fund or Stock
Compare TAXX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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