Compare · 2 funds side by side · dividends reinvested

TAXM and VTI

TAXMBondBloxx×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

TAXM and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsUnsorted0.35%3.36%+0.1%+0.8%[…][…]−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 6, 2026 · returns include dividends · since: TAXM 2025 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

TAXM

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

TAXMMeasureVTI

+0.1%Year to dateJan 1 → Nov 6+8.9%

+0.8%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

3.36%Trailing 12-mo yield$336 · $109 a year on $10k1.09%

−6.2%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TAXM vs VTI: Top 5 Holdings

Today

TAXM

0.9%in top 5

VTI

in top 525.0%

TAXMStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

0.9%USDnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TAXM vs VTI Returns, Every Period

BondBloxxTAXM

+0.8%

past year

VTIVanguard

+9.9%

past year

TAXMVTIFaded: behind in that period

0–2VTI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: TAXM vs VTI

YTD

BondBloxxTAXM

+0.1%

VTIVanguard

+8.9%

+0.1%Year to date+8.9%

−6.2%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.7%

3.4%Yield1.1%

$41.0MAssets$689B

3–1TAXM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAXM, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

TAXM0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TAXM, VTI

3.36%highest, TAXM

FundTrailing yieldYield$10k

TAXM3.36%$336

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$301most kept, TAXM

TAXM$336 − $35 = $301

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TAXM, VTI

Today

0.0%most shared, TAXM and VTI

TAXMVTI

TAXM—0.0%

VTI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

TAXMWorst drop−6.2%3.6% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

TAXMVTI

+0.1%Year to date+8.9%

3.4%Yield1.1%

+0.8%Past year+9.9%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026