Compare · 3 funds side by side · dividends reinvested

DIA, STAX and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

DIA, STAX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DIA 1998 · STAX 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested

STAXMeasureDIA

+1.6%Year to dateJan 1 → Nov 9+10.1%

+2.1%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

0.29%Expense ratio$29 · $16 a year on $10k · lower is better0.16%

3.20%Trailing 12-mo yield$320 · $137 a year on $10k1.37%

−2.7%Worst dropSmaller is better−9.8%

1.8%VolatilityLower is calmer13.6%

STAXDIA Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STAX vs DIA: Top 5 Holdings

Today

STAX

[…]in top 5

DIA

in top 532.9%

STAXStockDIA

not top 5GS10.0%

not top 5CAT6.5%

not top 5MSFT6.1%

not top 5AMGN5.3%

not top 5V4.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

STAX vs DIA Returns, Every Period

NomuraSTAX

+2.1%

past year

DIASPDR

+13.2%

past year

STAXDIAFaded: behind in that period

0–2DIA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

STAX vs DIA

YTD

NomuraSTAX

+1.6%

DIASPDR

+10.1%

+1.6%Year to date+10.1%

−2.7%Worst drop · 1Y−9.8%

1.8%Volatility · 1Y13.6%

3.2%Yield1.4%

$11.3MAssets$44.0B

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, STAX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DIA, STAX, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

DIA1.37%$137

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DIA$137 − $16 = $121

VUG$41 − $3 = $38

KeptFee

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

Overlap: DIA, STAX, VUG

Today

20.8%most shared, DIA and VUG

DIASTAXVUG

DIA—[…]20.8%

STAX[…]—[…]

VUG20.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.2%DIA, at 13.6% volatility

STAXWorst drop−2.7%1.8% vol

DIAWorst drop−9.8%13.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXDIA

+1.6%Year to date+10.1%

3.2%Yield1.4%

+2.1%Past year+13.2%

0.29%Fee0.16%

3–1DIA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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