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UYLD vs. TAXX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between UYLD and TAXX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

UYLD vs. TAXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Angel Oak Ultrashort Income ETF (UYLD) and Bondbloxx IR+M Tax-Aware Short Duration ETF (TAXX). The values are adjusted to include any dividend payments, if applicable.

0.00%0.50%1.00%1.50%2.00%2.50%3.00%SeptemberOctoberNovemberDecember2025
2.92%
1.82%
UYLD
TAXX

Key characteristics

Daily Std Dev

UYLD:

0.82%

TAXX:

1.32%

Max Drawdown

UYLD:

-0.41%

TAXX:

-0.59%

Current Drawdown

UYLD:

0.00%

TAXX:

-0.20%

Returns By Period

In the year-to-date period, UYLD achieves a 0.42% return, which is significantly higher than TAXX's 0.33% return.


UYLD

YTD

0.42%

1M

0.42%

6M

2.91%

1Y

6.42%

5Y*

N/A

10Y*

N/A

TAXX

YTD

0.33%

1M

0.33%

6M

1.82%

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


UYLD vs. TAXX - Expense Ratio Comparison

UYLD has a 0.29% expense ratio, which is lower than TAXX's 0.35% expense ratio.


TAXX
Bondbloxx IR+M Tax-Aware Short Duration ETF
Expense ratio chart for TAXX: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
Expense ratio chart for UYLD: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Risk-Adjusted Performance

UYLD vs. TAXX — Risk-Adjusted Performance Rank

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

UYLD
The Risk-Adjusted Performance Rank of UYLD is 9999
Overall Rank
The Sharpe Ratio Rank of UYLD is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of UYLD is 9999
Sortino Ratio Rank
The Omega Ratio Rank of UYLD is 9999
Omega Ratio Rank
The Calmar Ratio Rank of UYLD is 9999
Calmar Ratio Rank
The Martin Ratio Rank of UYLD is 9999
Martin Ratio Rank

TAXX
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UYLD vs. TAXX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Angel Oak Ultrashort Income ETF (UYLD) and Bondbloxx IR+M Tax-Aware Short Duration ETF (TAXX). 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.


Sharpe ratio
The chart of Sharpe ratio for UYLD, currently valued at 7.94, compared to the broader market0.002.004.007.94
The chart of Sortino ratio for UYLD, currently valued at 15.64, compared to the broader market0.005.0010.0015.64
The chart of Omega ratio for UYLD, currently valued at 3.45, compared to the broader market0.501.001.502.002.503.003.45
The chart of Calmar ratio for UYLD, currently valued at 47.64, compared to the broader market0.005.0010.0015.0047.64
The chart of Martin ratio for UYLD, currently valued at 191.02, compared to the broader market0.0020.0040.0060.0080.00100.00191.02
UYLD
TAXX


Chart placeholderNot enough data

Dividends

UYLD vs. TAXX - Dividend Comparison

UYLD's dividend yield for the trailing twelve months is around 5.05%, more than TAXX's 2.70% yield.


TTM202420232022
UYLD
Angel Oak Ultrashort Income ETF
5.05%5.52%5.92%0.75%
TAXX
Bondbloxx IR+M Tax-Aware Short Duration ETF
2.70%2.71%0.00%0.00%

Drawdowns

UYLD vs. TAXX - Drawdown Comparison

The maximum UYLD drawdown since its inception was -0.41%, smaller than the maximum TAXX drawdown of -0.59%. Use the drawdown chart below to compare losses from any high point for UYLD and TAXX. For additional features, visit the drawdowns tool.


-0.40%-0.30%-0.20%-0.10%0.00%SeptemberOctoberNovemberDecember20250
-0.20%
UYLD
TAXX

Volatility

UYLD vs. TAXX - Volatility Comparison

The current volatility for Angel Oak Ultrashort Income ETF (UYLD) is 0.17%, while Bondbloxx IR+M Tax-Aware Short Duration ETF (TAXX) has a volatility of 0.41%. This indicates that UYLD experiences smaller price fluctuations and is considered to be less risky than TAXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.10%0.20%0.30%0.40%0.50%0.60%SeptemberOctoberNovemberDecember2025
0.17%
0.41%
UYLD
TAXX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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