Compare · 2 funds side by side · dividends reinvested

TAXM and VOO

TAXMBondBloxx×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

TAXM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsUnsorted0.35%3.39%−0.5%−0.1%[…][…]−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 3, 2026 · returns include dividends · since: TAXM 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

TAXM

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

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

VOOMeasureTAXM

+11.5%Year to dateJan 1 → Nov 3−0.5%

+11.9%1 yearTotal return−0.1%

+24.1%3 years · per year$10,000 became $19,094 · […][…]

+12.2%5 years · per year$10,000 became $17,749 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.07%Trailing 12-mo yield$107 · $339 a year on $10k3.39%

−8.9%Worst dropSmaller is better−6.2%

12.7%VolatilityLower is calmer3.6%

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

3–3Level

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

More Ways to See the Pairs

VOO vs TAXM: Top 5 Holdings

Today

VOO

28.3%in top 5

TAXM

in top 50.6%

VOOStockTAXM

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5USD0.6%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VOO vs TAXM Returns, Every Period

VanguardVOO

+11.9%

past year

TAXMBondBloxx

−0.1%

past year

VOOTAXMFaded: behind in that period

2–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs TAXM

YTD

VanguardVOO

+11.5%

TAXMBondBloxx

−0.5%

+11.5%Year to date−0.5%

−8.9%Worst drop · 1Y−6.2%

12.7%Volatility · 1Y3.6%

1.1%Yield3.4%

$1.00TAssets$40.8M

3–1TAXM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAXM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TAXM0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TAXM, VOO

3.39%highest, TAXM

FundTrailing yieldYield$10k

TAXM3.39%$339

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$304most kept, TAXM

TAXM$339 − $35 = $304

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TAXM, VOO

Today

0.0%most shared, TAXM and VOO

TAXMVOO

TAXM—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

TAXMWorst drop−6.2%3.6% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

TAXMVOO

−0.5%Year to date+11.5%

3.4%Yield1.1%

−0.1%Past year+11.9%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026