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MNBD vs. TAXS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MNBD vs. TAXS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Intermediate Municipal Bond ETF (MNBD) and Northern Trust Short-Term Tax-Exempt Bond ETF (TAXS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MNBD achieves a 1.36% return, which is significantly higher than TAXS's 0.99% return.


MNBD

1D
0.04%
1M
0.34%
YTD
1.36%
6M
1.73%
1Y
6.15%
3Y*
4.42%
5Y*
10Y*

TAXS

1D
0.06%
1M
0.59%
YTD
0.99%
6M
1.39%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MNBD vs. TAXS - Yearly Performance Comparison


Correlation

The correlation between MNBD and TAXS is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 20, 2025

0.59

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Return for Risk

MNBD vs. TAXS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MNBD
MNBD Risk / Return Rank: 7070
Overall Rank
MNBD Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
MNBD Sortino Ratio Rank: 8282
Sortino Ratio Rank
MNBD Omega Ratio Rank: 8787
Omega Ratio Rank
MNBD Calmar Ratio Rank: 5353
Calmar Ratio Rank
MNBD Martin Ratio Rank: 5151
Martin Ratio Rank

TAXS
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MNBD vs. TAXS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Intermediate Municipal Bond ETF (MNBD) and Northern Trust Short-Term Tax-Exempt Bond ETF (TAXS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MNBDTAXSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.53

Calmar ratioReturn relative to maximum drawdown

2.59

Martin ratioReturn relative to average drawdown

8.50

MNBD vs. TAXS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MNBDTAXSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

Sharpe Ratio (All Time)

Calculated using the full available price history

1.20

2.85

-1.65

Drawdowns

MNBD vs. TAXS - Drawdown Comparison

The maximum MNBD drawdown since its inception was -5.89%, which is greater than TAXS's maximum drawdown of -0.84%. Use the drawdown chart below to compare losses from any high point for MNBD and TAXS.


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Drawdown Indicators


MNBDTAXSDifference

Max Drawdown

Largest peak-to-trough decline

-5.89%

-0.84%

-5.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.38%

Max Drawdown (3Y)

Largest decline over 3 years

-3.97%

Current Drawdown

Current decline from peak

-0.88%

-0.03%

-0.85%

Average Drawdown

Average peak-to-trough decline

-1.09%

-0.24%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

Volatility

MNBD vs. TAXS - Volatility Comparison


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Volatility by Period


MNBDTAXSDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.87%

Volatility (6M)

Calculated over the trailing 6-month period

1.94%

Volatility (1Y)

Calculated over the trailing 1-year period

2.50%

1.00%

+1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.77%

1.00%

+2.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.77%

1.00%

+2.77%

MNBD vs. TAXS - Expense Ratio Comparison

MNBD has a 0.50% expense ratio, which is higher than TAXS's 0.05% expense ratio.


Dividends

MNBD vs. TAXS - Dividend Comparison

MNBD's dividend yield for the trailing twelve months is around 3.32%, more than TAXS's 1.82% yield.


PositionTTM2025202420232022
MNBD
ALPS Intermediate Municipal Bond ETF
3.32%3.32%3.83%3.44%2.40%
TAXS
Northern Trust Short-Term Tax-Exempt Bond ETF
1.82%0.74%0.00%0.00%0.00%

Frequently Asked Questions


MNBD and TAXS have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TAXS is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TAXS is cheaper with a 0.05% expense ratio, compared with 0.50% for MNBD.

MNBD has the higher dividend yield at 3.32%, compared with 1.82% for TAXS.

They also come from different issuers: ALPS and Northern Trust. Their fees differ too: 0.50% for MNBD and 0.05% for TAXS.

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