TAXM vs VTI

ATAXM

BVTI

Measures won3–1TAXM wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $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 VTI

TAXM

VTI

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

3.36%12-mo yield$336 · $109 on $10k1.09%

−6.2%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.7%

3–1TAXM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAXM · VTI

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	BVTI	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
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	BVTI	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
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 VTI

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureTAXMVTI

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield3.36%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y3.6%13.7%

3–1measures won
TAXM first

0.0%

holdings shared

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

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TAXM, VTI

Today

0.0%most shared, TAXM and VTI

TAXMVTI

TAXM—0.0%

VTI0.0%—

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

VTI$109 − $3 = $106

KeptFee

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