TAXMvsMBBAETF Comparison
ETF 1
TAXM
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
This fund is part of
US Aggregate Bonds
+0%
VS
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) belongs to the US Aggregate Bonds segment. iShares Mortgage-Backed Securities Active ETF (MBBA) is part of the MBS & ABS segment. TAXM's top 3 sector exposures are Municipal, Finance and Industrials. In contrast, MBBA's top sector exposures are Industrials and Non-Corporate. TAXM is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.26% for MBBA. Run a side-by-side ETF comparison of TAXM and MBBA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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TAXM vs MBBA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAXM MBBA | -0.88%-0.38% | -1.69%-0.65% | -0.41%n/a | +2.82%n/a | n/an/a | n/an/a |
| Flows | TAXM MBBA | +$2M+$5M | +$6M+$35M | +$21M- | +$35M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAXM MBBA | +2.26%+4.75% | +2.24%n/a | n/an/a | n/an/a |
| Max drawdown | TAXM MBBA | -2.18%-2.02% | -2.52%n/a | n/an/a | n/an/a |
| Max drawdown duration | TAXM MBBA | 60d67d | 187dn/a | n/an/a | n/an/a |
Trading data
TAXM | MBBA | |
Last sale 9/8/2026 at 1:46 PM | $48.96 | $48.53 |
| Previous close 09/04/2026 | $48.96 | $48.68 |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/8/2026 at 1:46 PM
Live
Closed
TAXM | MBBA | |
|---|---|---|
| Last price | $48.96 | $48.53 |
| 1D performance | +0.00% | -0.31% |
| AuM | $40.60 M | $156.78 M |
| E/R | 0.35% | 0.26% |
Characteristics
TAXM | MBBA | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Bondbloxx Investment Management LLC | iShares |
| Benchmark | - | - |
| N° of holdings | 73 | 25 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 12, 2025 | January 23, 2026 |
| ESG | No | No |
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Exposure
Countries
TAXM
USA
35.49%
Other
64.51%
MBBA
Data will be available soon
Sectors
TAXM
Municipal
31.7%
Other
68.3%
MBBA
Data will be available soon
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Diversification
TAXM
Total weight of top 15 holdings out of 15
26.94%
MBBA
Data will be available soon
Top 15 holdings
Data as of July 31, 2026
TAXM
US57584YR272
2.25%
US575896A219
2.16%
US391712BH85
2.00%
US657339Z838
1.98%
US57563CER97
1.95%
US74441XJU46
1.93%
US84136JAG40
1.88%
US57585BGQ59
1.82%
Broward School Board, 5% 1jul2033, USD (2020A)
1.76%
US642170WK60
1.74%
Massachusetts Bay Transportation Authority, 5% 1jul2052, USD
1.63%
US57585BKT43
1.52%
Colorado Housing and Finance Authority, 3% 1may2048, USD (2026)
1.46%
University of Massachusetts Building Authority, 5% 1nov2052, USD (2022-1)
1.43%
US88283KCF30
1.42%
MBBA
Data will be available soon
Frequently asked questions about TAXM and MBBA
Which ETF is bigger: TAXM or MBBA?
As of September 4, 2026, TAXM holds $40.60 M in assets under management (AUM), while MBBA manages $156.78 M.
What sectors do the TAXM and MBBA ETFs invest in?
TAXM leans toward sectors like Municipal. Meanwhile, MBBA focuses on Industrials and Non-Corporate.
What are the top holdings of the TAXM ETF and MBBA ETF?
TAXM top holdings include US57584YR272, US575896A219 and US391712BH85. MBBA holds in its top three: US01F0526800, US01F0206874 and BlackRock Liquidity T-Fund.
Which ETF is more diversified: TAXM or MBBA?
TAXM holds 158 securities with 26.94% of its assets in the top 15. MBBA has 491 securities and a top 15 weight of 89.36%.
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