Compare · 2 funds side by side · dividends reinvested

ZTAX and VCIT

ZTAXX-Square×VCITVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,510VCIT · best of the two

02 / 04

ZTAX and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B1.0

X-Square Municipal Income ETFBonds & Cash · Municipal0.92%4.80%−1.3%−5.0%+3.3%[…]−23.8%35.5%$5M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: ZTAX 2023 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

X-Square Municipal Income ETF · $5M[…]

ZTAX

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,510

$10,000 five years ago, dividends reinvested

ZTAXMeasureVCIT

−1.3%Year to dateJan 1 → Nov 9−0.7%

−5.0%1 yearTotal return+0.0%

+3.3%3 years · per year$10,000 became $11,036 · $12,129+6.6%

[…]5 years · per year$10,000 became […] · $10,510+1.0%

0.92%Expense ratio$92 · $3 a year on $10k · lower is better0.03%

4.80%Trailing 12-mo yield$480 · $502 a year on $10k5.02%

−23.8%Worst dropSmaller is better−4.9%

35.5%VolatilityLower is calmer4.5%

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

0–7VCIT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZTAX vs VCIT: Top 5 Holdings

Today

ZTAX

[…]in top 5

VCIT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

ZTAX vs VCIT Returns, Every Period

X-SquareZTAX

−5.0%

past year

VCITVanguard

+0.0%

past year

ZTAXVCITFaded: behind in that period

0–3VCIT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ZTAX vs VCIT

YTD

X-SquareZTAX

−1.3%

VCITVanguard

−0.7%

−1.3%Year to date−0.7%

−23.8%Worst drop · 1Y−4.9%

35.5%Volatility · 1Y4.5%

4.8%Yield5.0%

$5.0MAssets$66.6B

4–0VCIT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZTAX, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

ZTAX0.92%$92

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZTAX, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

ZTAX4.80%$480

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

ZTAX$480 − $92 = $388

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZTAX, VCIT

Today

[…]holdings […]

ZTAXVCIT

ZTAX—[…]

VCIT[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.0%VCIT, at 4.5% volatility

VCITWorst drop−4.9%4.5% vol

ZTAXWorst drop−23.8%35.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VCITZTAX

−0.7%Year to date−1.3%

5.0%Yield4.8%

+0.0%Past year−5.0%

0.03%Fee0.92%

4–0VCIT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026