TAXT vs VOO

ATAXT

BVOO

Measures won3–1TAXT wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income3.15%TAXT · $315 on $10k

Smallest drop−5.4%TAXT · worst fall in 1Y

Held in common[…]TAXT and VOO

TAXT

VOO

Northern Trust Tax-Exempt Bond ETF · $198MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

3.15%12-mo yield$315 · $107 on $10k1.07%

−5.4%Worst dropSmaller wins−8.9%

3.5%VolatilityLower wins13.7%

3–1TAXT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAXT · VOO

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

Held in common[…]

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk	0.05%	3.15%	+0.1%	+2.8%	+3.4%	new	new	−5.4%	$198M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk	0.05%	3.15%	+0.1%	+2.8%	+3.4%	new	new	−5.4%	$198M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAXT vs VOO

TAXT

Northern Trust Tax-Exempt Bond

[…]

VOO

Vanguard S&P 500

$17,543

MeasureTAXTVOO

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield3.15%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y3.5%13.7%

3–1measures won
TAXT first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: TAXT, VOO, IVV

Today

92.7%most shared, VOO and IVV

TAXTVOOIVV

TAXT—[…][…]

VOO[…]—92.7%

IVV[…]92.7%—

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

Income After Fees on $10,000

$310most kept, TAXT

TAXT$315 − $5 = $310

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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