Compare · 2 funds side by side · dividends reinvested

IWB and STAX

IWBiShares×STAXNomura×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,772IWB · best of the two

Story of the two · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the two · RiskSmallest drop

IWB and STAX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.7%+11.8%+21.3%+10.9%−8.9%13.7%$48.3B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$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 12, 2026 · returns include dividends · since: IWB 2000 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 ETF · $48.3B$16,772

IWB

STAX

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

$10,000 five years ago, dividends reinvested

IWBMeasureSTAX

+11.7%

More Ways to See the Pairs

IWB vs STAX: Top 5 Holdings

Today

IWB

24.7%in top 5

STAX

in top 5[…]

IWBStockSTAX

7.3%AAPLnot top 5

5.8%NVDAnot top 5

5.5%MSFTnot top 5

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: IWB, STAX

1Y

3.21%highest, STAX

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+1.0%

+11.8%1 yearTotal return+1.5%

+21.3%3 years · per year$10,000 became $17,870 · […][…]

+10.9%5 years · per year$10,000 became $16,772 · […][…]

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

0.92%Trailing 12-mo yield$92 · $321 a year on $10k3.21%

−8.9%Worst dropSmaller is better−2.7%

13.7%VolatilityLower is calmer1.9%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IWB vs STAX Returns, Every Period

1Y

iSharesIWB

+11.8%

past year

STAXNomura

+1.5%

past year

IWBSTAXFaded: behind in that period

2–0IWB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWB vs STAX

YTD

iSharesIWB

+11.7%

STAXNomura

+1.0%

+11.7%Year to date+1.0%

−8.9%Worst drop · 1Y−2.7%

13.7%Volatility · 1Y1.9%

0.9%Yield3.2%

$48.3BAssets$11.3M

3–1STAX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

STAX3.21%$321

IWB0.92%$92

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWB, STAX

Today

[…]holdings […]

IWBSTAX

IWB—[…]

STAX[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.8%IWB, at 13.7% volatility

STAXWorst drop−2.7%1.9% vol

IWBWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIWB

+1.0%Year to date+11.7%

3.2%Yield0.9%

+1.5%Past year+11.8%

0.29%Fee0.15%

3–1IWB wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IWB and STAX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two