TAXMvsTAXEETF 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. T. Rowe Price Intermediate Municipal Income ETF (TAXE) is part of the Municipal Bonds segment. TAXM's top 3 sector exposures are Municipal, Finance and Industrials. In contrast, TAXE's top sector exposures are Municipal. TAXM is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.24% for TAXE. TAXM is down -0.41% year-to-date (YTD) with +$21M in YTD flows. TAXE performs better with 0.25% YTD performance, and +$97M in YTD flows. Run a side-by-side ETF comparison of TAXM and TAXE 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 TAXE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/07/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAXM TAXE | -1.22%-1.00% | -1.62%-1.44% | -0.41%+0.25% | +1.78%+2.76% | n/an/a | n/an/a |
| Flows | TAXM TAXE | +$990K+$9M | +$6M+$41M | +$21M+$97M | +$32M+$120M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAXM TAXE | +2.28%+2.23% | +2.14%+2.00% | n/an/a | n/an/a |
| Max drawdown | TAXM TAXE | -2.18%-1.97% | -2.52%-2.39% | n/an/a | n/an/a |
| Max drawdown duration | TAXM TAXE | 63d63d | 190d122d | n/an/a | n/an/a |
Trading data
TAXM | TAXE | |
Last sale 9/8/2026 at 1:30 PM | $48.88 | $49.82 |
| Previous close 09/04/2026 | $48.96 | $49.87 |
| 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 1:30 PM
Live
Closed
TAXM | TAXE | |
|---|---|---|
| Last price | $48.88 | $49.82 |
| 1D performance | -0.15% | -0.11% |
| AuM | $40.60 M | $202.14 M |
| E/R | 0.35% | 0.24% |
Characteristics
TAXM | TAXE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Bondbloxx Investment Management LLC | T. Rowe Price |
| Benchmark | - | - |
| N° of holdings | 73 | 163 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 12, 2025 | July 10, 2024 |
| ESG | No | No |
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Exposure
Countries
TAXM
USA
35.49%
Other
64.51%
TAXE
USA
35.75%
Other
64.25%
Sectors
TAXM
Municipal
31.7%
Other
68.3%
TAXE
Municipal
35.75%
Other
64.25%
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Diversification
TAXM
Total weight of top 15 holdings out of 15
26.94%
TAXE
Total weight of top 15 holdings out of 15
12.17%
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%
TAXE
US45204FME24
1.90%
US46246K5E87
0.96%
Michigan Finance Authority, 5% 15aug2055, USD (2025B-1)
0.91%
Puerto Rico, 5.75% 1jul2031, USD
0.85%
US45506EQS53
0.83%
US249182LT15
0.81%
Denver, 5% 1dec2029, USD (2018A)
0.79%
Colorado, 6% 15dec2041, USD (2022)
0.72%
US899530AY53
0.72%
Puerto Rico Sales Tax Financing Corp., 4.329% 1jul2040, USD
0.70%
Puerto Rico Sales Tax Financing Corp., 4.55% 1jul2040, USD
0.62%
US64972JNL88
0.61%
US92812XXT44
0.60%
Black Belt Energy Gas District, 5% 1nov2036, USD (2026)
0.59%
Black Belt Energy Gas District, 4% 1jun2051, USD (2021A)
0.58%
Frequently asked questions about TAXM and TAXE
How have the TAXM and TAXE ETFs performed in 2026?
As of September 7, 2026, TAXM is down -0.41% year-to-date (YTD), while TAXE has returned 0.25%. That puts TAXE better performer ahead so far this year.
Which ETF is attracting more investor money: TAXM or TAXE?
Year-to-date, the TAXM ETF saw +$21M in flows, compared to +$97M for TAXE.
Which ETF is more volatile: TAXM or TAXE?
Over the past year, TAXM had a volatility of 2.14%, while TAXE experienced 2%.
Which ETF is bigger: TAXM or TAXE?
As of September 7, 2026, TAXM holds $40.60 M in assets under management (AUM), while TAXE manages $202.14 M.
What sectors do the TAXM and TAXE ETFs invest in?
TAXM leans toward sectors like Municipal. Meanwhile, TAXE focuses on Municipal.
What are the top holdings of the TAXM ETF and TAXE ETF?
TAXM top holdings include US57584YR272, US575896A219 and US391712BH85. TAXE holds in its top three: US45204FME24, US46246K5E87 and Michigan Finance Authority, 5% 15aug2055, USD (2025B-1).
Which ETF is more diversified: TAXM or TAXE?
TAXM holds 158 securities with 26.94% of its assets in the top 15. TAXE has 579 securities and a top 15 weight of 12.17%.
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