Compare · 2 funds side by side · dividends reinvested

IWB and STAX

IWBiShares×STAXNomura×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,575IWB · best of the two

02 / 04

IWB and STAX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWB 2000 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

STAX

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

$10,000 five years ago, dividends reinvested

IWBMeasureSTAX

+8.5%Year to dateJan 1 → Nov 6+1.5%

+9.6%1 yearTotal return+2.1%

+21.6%3 years · per year$10,000 became $17,966 · […][…]

+10.6%5 years · per year$10,000 became $16,575 · […][…]

0.15%Expense ratio$15 · $29 a year on $10k · lower is better0.29%

0.95%Trailing 12-mo yield$95 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.7%

13.6%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs STAX: Top 5 Holdings

Today

IWB

25.6%in top 5

STAX

in top 5[…]

IWBStockSTAX

7.1%AAPLnot top 5

6.6%NVDAnot top 5

5.8%MSFTnot top 5

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IWB vs STAX Returns, Every Period

iSharesIWB

+9.6%

past year

STAXNomura

+2.1%

past year

IWBSTAXFaded: behind in that period

2–0IWB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWB vs STAX

YTD

iSharesIWB

+8.5%

STAXNomura

+1.5%

+8.5%Year to date+1.5%

−8.9%Worst drop · 1Y−2.7%

13.6%Volatility · 1Y1.8%

0.9%Yield3.2%

$46.6BAssets$11.3M

3–1STAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, STAX

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

STAX0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, STAX

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IWB0.95%$95

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWB, STAX

Today

[…]holdings […]

IWBSTAX

IWB—[…]

STAX[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IWB, at 13.6% volatility

STAXWorst drop−2.7%1.8% vol

IWBWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIWB

+1.5%Year to date+8.5%

3.2%Yield0.9%

+2.1%Past year+9.6%

0.29%Fee0.15%

3–1IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026