Compare · 2 funds side by side · dividends reinvested

VOO and TAXM

VOOVanguard×TAXMBondBloxx×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,269VOO · best of the two

Story of the two · IncomeMost incomeTAXM · 3.40% · $340 a year on $10k

Story of the two · RiskSmallest drop

VOO and TAXM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.4

BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsUnsorted0.35%3.40%−0.9%−0.7%[…][…]−6.2%3.7%$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 13, 2026 · returns include dividends · since: VOO 2010 · TAXM 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard S&P 500 ETF · $1.00T$17,269

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%

More Ways to See the Pairs

VOO vs TAXM: Top 5 Holdings

Today

VOO

28.3%in top 5

TAXM

in top 52.1%

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

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 13, 2026 · fee on $10,000 a year

Yields: VOO, TAXM

1Y

3.40%highest, TAXM

FundTrailing yieldYield

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%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 13

−0.9%

+11.6%1 yearTotal return−0.7%

+21.5%3 years · per year$10,000 became $17,932 · […][…]

+11.5%5 years · per year$10,000 became $17,269 · […][…]

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

1.07%Trailing 12-mo yield$107 · $340 a year on $10k3.40%

−8.9%Worst dropSmaller is better−6.2%

13.7%VolatilityLower is calmer3.7%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5USD2.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

VOO vs TAXM Returns, Every Period

1Y

VanguardVOO

+11.6%

past year

TAXMBondBloxx

−0.7%

past year

VOOTAXMFaded: behind in that period

2–0VOO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs TAXM

YTD

VanguardVOO

+11.5%

TAXMBondBloxx

−0.9%

+11.5%Year to date−0.9%

−8.9%Worst drop · 1Y−6.2%

13.7%Volatility · 1Y3.7%

1.1%Yield3.4%

$1.00TAssets$41.0M

3–1TAXM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

TAXM3.40%$340

VOO1.07%$107

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$305most kept, TAXM

TAXM$340 − $35 = $305

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%VOO, at 13.7% volatility

TAXMWorst drop−6.2%3.7% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

TAXMVOO

−0.9%Year to date+11.5%

3.4%Yield1.1%

−0.7%Past year+11.6%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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VOO and TAXM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two