TAXM vs IVV

ATAXM

BIVV

Measures won3–1TAXM wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

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%TAXM and IVV

TAXM

IVV

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

3.36%12-mo yield$336 · $114 on $10k1.14%

−6.2%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.6%

3–1TAXM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAXM · IVV

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

Held in common0.0%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.36%	+0.3%	+0.1%	+0.5%	new	new	−6.2%	$41M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.36%	+0.3%	+0.1%	+0.5%	new	new	−6.2%	$41M

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

Cards for this view

TAXM vs IVV

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

IVV

iShares Core S&P 500

$17,151

MeasureTAXMIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield3.36%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y3.6%13.6%

3–1measures won
TAXM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TAXM, IVV, VOO

Today

93.5%most shared, IVV and VOO

TAXMIVVVOO

TAXM—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

End-of-day Nov 5, 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

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee