IVV vs TAXM

AIVV

BTAXM

Measures won1–3TAXM wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income3.36%TAXM · $336 on $10k

Smallest drop−6.2%TAXM · worst fall in 1Y

Held in common0.0%IVV and TAXM

IVV

TAXM

iShares Core S&P 500 ETF · $850BBondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $336 on $10k3.36%

−8.9%Worst dropSmaller wins−6.2%

13.6%VolatilityLower wins3.6%

1–3TAXM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TAXM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BTAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.36%	0.0%	+0.1%	+0.8%	new	new	−6.2%	$41M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BTAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.36%	0.0%	+0.1%	+0.8%	new	new	−6.2%	$41M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs TAXM

IVV

iShares Core S&P 500

$17,177

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

MeasureIVVTAXM

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%3.36%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.6%3.6%

3–1measures won
TAXM first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, TAXM, VTI

Today

85.5%most shared, IVV and VTI

IVVTAXMVTI

IVV—0.0%85.5%

TAXM0.0%—0.0%

VTI85.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$301most kept, TAXM

TAXM$336 − $35 = $301

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee