Compare · 3 funds side by side · dividends reinvested

IVV, STAX and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, STAX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

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%$233B2.1

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: IVV 2000 · STAX 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

STAX

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

$10,000 five years ago, dividends reinvested

VUGMeasureSTAX

+4.2%Year to dateJan 1 → Nov 9+1.6%

+4.7%1 yearTotal return+2.1%

+22.9%3 years · per year$10,000 became $18,569 · […][…]

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

0.41%Trailing 12-mo yield$41 · $320 a year on $10k3.20%

−15.1%Worst dropSmaller is better−2.7%

19.1%VolatilityLower is calmer1.8%

VUGSTAX 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

VUG vs STAX: Top 5 Holdings

Today

VUG

45.2%in top 5

STAX

in top 5[…]

VUGStockSTAX

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common[…]

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

VUG vs STAX Returns, Every Period

VanguardVUG

+4.7%

past year

STAXNomura

+2.1%

past year

VUGSTAXFaded: behind in that period

2–0VUG wins

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

VUG vs STAX

YTD

VanguardVUG

+4.2%

STAXNomura

+1.6%

+4.2%Year to date+1.6%

−15.1%Worst drop · 1Y−2.7%

19.1%Volatility · 1Y1.8%

0.4%Yield3.2%

$233BAssets$11.3M

3–1STAX wins

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

Cost, Income and Risk

Fees: IVV, STAX, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

STAX0.29%$29

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

Yields: IVV, STAX, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IVV1.11%$111

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

IVV$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, STAX, VUG

Today

55.1%most shared, IVV and VUG

IVVSTAXVUG

IVV—[…]55.1%

STAX[…]—[…]

VUG55.1%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

IVVWorst drop−8.9%13.8% 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

STAXIVV

+1.6%Year to date+11.3%

3.2%Yield1.1%

+2.1%Past year+13.6%

0.29%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026