Compare · 2 funds side by side · dividends reinvested

VOO and TAXM

VOOVanguard×TAXMBondBloxx×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

VOO and TAXM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsUnsorted0.35%3.37%−0.2%+0.4%[…][…]−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 4, 2026 · returns include dividends · since: VOO 2010 · TAXM 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

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

+13.4%Year to dateJan 1 → Nov 4−0.2%

+13.5%1 yearTotal return+0.4%

+24.2%3 years · per year$10,000 became $19,172 · […][…]

+12.6%5 years · per year$10,000 became $18,115 · […][…]

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

1.05%Trailing 12-mo yield$105 · $337 a year on $10k3.37%

−8.9%Worst dropSmaller is better−6.2%

12.8%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 4, 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 50.9%

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 5USD0.9%

Held in common0.0%

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

VOO vs TAXM Returns, Every Period

VanguardVOO

+13.5%

past year

TAXMBondBloxx

+0.4%

past year

VOOTAXMFaded: behind in that period

2–0VOO wins

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

Core vs Unsorted: VOO vs TAXM

YTD

VanguardVOO

+13.4%

TAXMBondBloxx

−0.2%

+13.4%Year to date−0.2%

−8.9%Worst drop · 1Y−6.2%

12.8%Volatility · 1Y3.6%

1.1%Yield3.4%

$1.00TAssets$40.8M

3–1TAXM wins

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

Cost, Income and Risk

Fees: VOO, TAXM

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

TAXM0.35%$35

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

Yields: VOO, TAXM

3.37%highest, TAXM

FundTrailing yieldYield$10k

TAXM3.37%$337

VOO1.05%$105

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

Income After Fees on $10,000

$302most kept, TAXM

TAXM$337 − $35 = $302

VOO$105 − $3 = $102

KeptFee

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

Overlap: VOO, TAXM

Today

0.0%most shared, VOO and TAXM

VOOTAXM

VOO—0.0%

TAXM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

TAXMWorst drop−6.2%3.6% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

TAXMVOO

−0.2%Year to date+13.4%

3.4%Yield1.1%

+0.4%Past year+13.5%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026