Compare TAXX and DFSD

TAXX and DFSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BondBloxx IR+M Tax-Aware Short Duration ETFBonds & Cash · Short-term0.35%3.50%+1.8%+2.5%[…][…]−1.3%1.2%$275M1.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−1.7%2.1%$7.4B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: TAXX 2024 · DFSD 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

BondBloxx IR+M Tax-Aware Short Duration ETF · $275M[…]

TAXX

DFSD

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested

TAXXMeasureDFSD

+1.8%Year to dateJan 1 → Nov 4+1.1%

+2.5%1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $11,604+5.1%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $17 a year on $10k · lower is better0.17%

3.50%Trailing 12-mo yield$350 · $451 a year on $10k4.51%

−1.3%Worst dropSmaller is better−1.7%

1.2%VolatilityLower is calmer2.1%

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

4–2TAXX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TAXX vs DFSD: Top 5 Holdings

Today

TAXX

2.0%in top 5

DFSD

in top 5[…]

TAXXStockDFSD

1.7%USDnot top 5

0.2%EPR26not top 5

0.1%TPH27not top 5

0.1%BPL26not top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

TAXX vs DFSD Returns, Every Period

1Y

BondBloxxTAXX

+2.5%

past year

DFSDDimensional

+1.9%

past year

TAXXDFSDFaded: behind in that period

2–0TAXX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TAXX vs DFSD

YTD

BondBloxxTAXX

+1.8%

DFSDDimensional

+1.1%

+1.8%Year to date+1.1%

−1.3%Worst drop · 1Y−1.7%

1.2%Volatility · 1Y2.1%

3.5%Yield4.5%

$275MAssets$7.4B

3–1TAXX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAXX, DFSD

Today

0.17%lowest, DFSD

FundExpense ratioFee$10k

DFSD0.17%$17

TAXX0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TAXX, DFSD

1Y

4.51%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.51%$451

TAXX3.50%$350

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$434most kept, DFSD

DFSD$451 − $17 = $434

TAXX$350 − $35 = $315

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TAXX, DFSD

Today

[…]holdings […]

TAXXDFSD

TAXX—[…]

DFSD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.5%TAXX, at 1.2% volatility

TAXXWorst drop−1.3%1.2% vol

DFSDWorst drop−1.7%2.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDTAXX

+1.1%Year to date+1.8%

4.5%Yield3.5%

+1.9%Past year+2.5%

0.17%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026