Compare · 2 funds side by side · dividends reinvested

TAXM and IVV

TAXMBondBloxx×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

TAXM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsUnsorted0.35%3.36%+0.1%+0.5%[…][…]−6.2%3.6%$41M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TAXM 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41M[…]

TAXM

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TAXMMeasureIVV

+0.1%Year to dateJan 1 → Nov 5+8.4%

+0.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

3.36%Trailing 12-mo yield$336 · $114 a year on $10k1.14%

−6.2%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.6%

TAXMIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TAXM vs IVV: Top 5 Holdings

Today

TAXM

0.9%in top 5

IVV

in top 527.7%

TAXMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%USDnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

TAXM vs IVV Returns, Every Period

BondBloxxTAXM

+0.5%

past year

IVViShares

+9.7%

past year

TAXMIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: TAXM vs IVV

YTD

BondBloxxTAXM

+0.1%

IVViShares

+8.4%

+0.1%Year to date+8.4%

−6.2%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.6%

3.4%Yield1.1%

$41.0MAssets$850B

3–1TAXM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAXM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

TAXM0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TAXM, IVV

3.36%highest, TAXM

FundTrailing yieldYield$10k

TAXM3.36%$336

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$301most kept, TAXM

TAXM$336 − $35 = $301

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TAXM, IVV

Today

0.0%most shared, TAXM and IVV

TAXMIVV

TAXM—0.0%

IVV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

TAXMWorst drop−6.2%3.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TAXMIVV

+0.1%Year to date+8.4%

3.4%Yield1.1%

+0.5%Past year+9.7%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026