TAXM vs QQQ

ATAXM

BQQQ

Measures won3–1TAXM wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ

Lowest cost0.18%QQQ · $18 on $10k

Most income3.36%TAXM · $336 on $10k

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

Held in common0.0%TAXM and QQQ

TAXM

QQQ

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41MInvesco QQQ Trust, Series 1 · $446B

[…]3 years · per year[…] · $18,694+23.2%

[…]5 years · per year[…] · $17,509+11.9%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

3.36%12-mo yield$336 · $47 on $10k0.47%

−6.2%Worst dropSmaller wins−14.8%

3.6%VolatilityLower wins21.3%

3–1TAXM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAXM · QQQ

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

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	ATAXM	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

Both

5Y2 funds

#			Trend
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk		0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
2	ATAXM	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

TAXM vs QQQ

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

QQQ

Invesco QQQ Trust

$17,509

MeasureTAXMQQQ

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield3.36%0.47%

5 years, per year[…]+11.9%

3 years, per year[…]+23.2%

Worst drop · 1Y−6.2%−14.8%

Volatility · 1Y3.6%21.3%

3–1measures won
TAXM first

0.0%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: TAXM, QQQ

Today

0.0%most shared, TAXM and QQQ

TAXMQQQ

TAXM—0.0%

QQQ0.0%—

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

QQQ$47 − $18 = $29

KeptFee

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