Compare · 2 funds side by side · dividends reinvested

TAXX and NEAR

TAXXBondBloxx×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,144NEAR · best of the two

02 / 04

TAXX and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.52%+1.3%+2.2%+5.0%+4.0%−1.1%1.4%$5.2B1.4

BondBloxx IR+M Tax-Aware Short Duration ETFBonds & Cash · Short-term0.35%3.51%+1.6%+2.4%[…][…]−1.3%1.2%$275M1.5

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: TAXX 2024 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

TAXX

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,144

$10,000 five years ago, dividends reinvested

TAXXMeasureNEAR

+1.6%Year to dateJan 1 → Nov 3+1.3%

+2.4%1 yearTotal return+2.2%

[…]3 years · per year$10,000 became […] · $11,587+5.0%

[…]5 years · per year$10,000 became […] · $12,144+4.0%

0.35%Expense ratio$35 · $25 a year on $10k · lower is better0.25%

3.51%Trailing 12-mo yield$351 · $452 a year on $10k4.52%

−1.3%Worst dropSmaller is better−1.1%

1.2%VolatilityLower is calmer1.4%

TAXXNEAR 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

TAXX vs NEAR: Top 5 Holdings

Today

TAXX

1.2%in top 5

NEAR

in top 5[…]

TAXXStockNEAR

0.9%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 3, 2026 · share of each fund

TAXX vs NEAR Returns, Every Period

BondBloxxTAXX

+2.4%

past year

NEARiShares

+2.2%

past year

TAXXNEARFaded: behind in that period

2–0TAXX wins

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

TAXX vs NEAR

YTD

BondBloxxTAXX

+1.6%

NEARiShares

+1.3%

+1.6%Year to date+1.3%

−1.3%Worst drop · 1Y−1.1%

1.2%Volatility · 1Y1.4%

3.5%Yield4.5%

$275MAssets$5.2B

2–2level

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

Cost, Income and Risk

Fees: TAXX, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

TAXX0.35%$35

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

Yields: TAXX, NEAR

4.52%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.52%$452

TAXX3.51%$351

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

Income After Fees on $10,000

$427most kept, NEAR

NEAR$452 − $25 = $427

TAXX$351 − $35 = $316

KeptFee

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

Overlap: TAXX, NEAR

Today

[…]holdings […]

TAXXNEAR

TAXX—[…]

NEAR[…]—

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

Return vs Bumpiness: 2 ETFs

+2.4%TAXX, at 1.2% volatility

TAXXWorst drop−1.3%1.2% vol

NEARWorst drop−1.1%1.4% vol

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

Paid More vs Made More

YTD

NEARTAXX

+1.3%Year to date+1.6%

4.5%Yield3.5%

+2.2%Past year+2.4%

0.25%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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