TAXX vs DFSD

ATAXX

BDFSD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DFSD · $17 on $10k

Most income4.52%DFSD · $452 on $10k

Smallest drop−1.3%TAXX · worst fall in 1Y

Held in common[…]TAXX and DFSD

TAXX

DFSD

BondBloxx IR+M Tax-Aware Short Duration ETF · $275MDimensional - Short Duration Fixed Income ETF · $7.4B

[…]3 years · per year[…] · $11,571+5.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $17 on $10k · lower wins0.17%

3.51%12-mo yield$351 · $452 on $10k4.52%

−1.3%Worst dropSmaller wins−1.7%

1.2%VolatilityLower wins2.1%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTAXX · DFSD

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

Held in common[…]

End-of-day Nov 3, 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							5Y/yr
1	ATAXX	BondBloxx IR+M Tax-Aware Short Duration ETFRead Desk		0.35%	3.51%	0.0%	+1.6%	+2.4%	new	new	−1.3%	$275M
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.52%	0.0%	+0.9%	+1.6%	+5.0%	new	−1.7%	$7.4B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ATAXX	BondBloxx IR+M Tax-Aware Short Duration ETFRead Desk		0.35%	3.51%	0.0%	+1.6%	+2.4%	new	new	−1.3%	$275M
2	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.52%	0.0%	+0.9%	+1.6%	+5.0%	new	−1.7%	$7.4B

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

Cards for this view

TAXX vs DFSD

TAXX

BondBloxx IR+M Tax-Aware Short Duration

[…]

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureTAXXDFSD

Fee0.35%0.17%

Cost on $10k a year$35$17

Yield3.51%4.52%

5 years, per year[…][…]

3 years, per year[…]+5.0%

Worst drop · 1Y−1.3%−1.7%

Volatility · 1Y1.2%2.1%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TAXX, DFSD

Today

[…]holdings […]

TAXXDFSD

TAXX—[…]

DFSD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$435most kept, DFSD

DFSD$452 − $17 = $435

TAXX$351 − $35 = $316

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee