Bonds & Cash927 funds · $2.65T
Top YTD · 20 of 91YTD
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TAXXDFSDVOO
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DFSD vs TAXX

YTD
DFSDDimensionalTAXXBondBloxx
Year to date
TAXX wins+0.6 pts
Past year
TAXX wins+0.5 pts
Fee
DFSD winslower fee
Yield
DFSD wins+1.0 pt
AUM
DFSD27.2× more
2–2level
DFSD and TAXX · year-to-date · as of Nov 6, 2026 · AUM not scored
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TAXX vs S&P 500

YTD$50.26 · +0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+1.9%S&P 500 +8.4%Dec 31, 2025Nov 5, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%+1.3%+0.5%+1.9%+2.6%——+10.2%
Peer average+0.1%+0.9%+0.2%+1.7%+2.5%+17.2%+17.1%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
BondBloxx TAXX and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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TAXX’s Peers

YTDShort-Term · 6 largest
#Trend
1DFSDDimensional - Short Duration Fixed Income ETFReadVersus0.17%4.5%+0.2%+1.3%+2.1%$7.4B
2NEARiShares Short Duration Bond Active ETFReadVersus0.25%4.5%+0.2%+1.5%+2.4%$5.2B
3VNLAJanus Henderson Short Duration Income ETFReadVersus0.25%4.7%+0.1%+3.0%+3.8%$3.7B
4CGSDCapital Group Short Duration Income ETFReadVersus0.25%4.4%+0.2%+1.6%+2.6%$2.9B
5NBSDNeuberger Berman Short Duration Income ETFReadVersus0.42%4.8%0.0%+1.8%+2.8%$1.8B
6TAXXBondBloxx IR+M Tax-Aware Short Duration ETFThis fund0.35%3.5%+0.1%+1.9%+2.6%$273M
#4 of 16 this year · #13 cheapest of 20 · sorted by assetsOpen the Bonds & Cash table →
TAXX and its peer group · total return · as of Nov 6, 2026
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Cards for This View

TAXX’s Top 10 Holdings

Today

TAXX reports no holdings we can show: […]

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TAXX vs Peer Average

YTD
TAXXAvsBPeer average
1D+0.1%+0.1%
1M+1.3%+0.9%
3M+0.5%+0.2%
YTD+1.9%+1.7%
1Y+2.6%+2.5%
3Y[…]+17.2%
5Y[…]+17.1%
5–0TAXX wins
19 Short-term peers · each row scaled to its leader
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DFSD vs TAXX

YTD
DFSDDimensionalTAXXBondBloxx
Year to date
TAXX wins+0.6 pts
Past year
TAXX wins+0.5 pts
Fee
DFSD winslower fee
Yield
DFSD wins+1.0 pt
AUM
DFSD27.2× more
2–2level
DFSD and TAXX · year-to-date · as of Nov 6, 2026 · AUM not scored
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