Compare · 2 funds side by side · dividends reinvested

LTAX and VUG

LTAXNomura×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 03

LTAX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.1

Nomura Tax-Free USA ETFUS Stock Styles · Large cap0.39%3.16%[…][…][…][…][…][…]$7M1.5

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: LTAX 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA ETF · $7M[…]

LTAX

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested

LTAXMeasureVUG

[…]Year to dateJan 1 → Nov 6+1.4%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

3.16%Trailing 12-mo yield$316 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

1–1Level

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

More Ways to See the Pairs

LTAX vs VUG: Top 5 Holdings

Today

LTAX

[…]in top 5

VUG

in top 545.2%

LTAXStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

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

LTAX vs VUG Returns, Every Period

NomuraLTAX

[…]

past year

VUGVanguard

+0.2%

past year

Returns […]

LTAXVUGFaded: behind in that period

0–0Level

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

LTAX vs VUG

YTD

NomuraLTAX

[…]

VUGVanguard

+1.4%

[…]Year to date+1.4%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.0%

3.2%Yield0.4%

$7.2MAssets$233B

1–0LTAX wins

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

Cost, Income and Risk

Fees: LTAX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

LTAX0.39%$39

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

Yields: LTAX, VUG

3.16%highest, LTAX

FundTrailing yieldYield$10k

LTAX3.16%$316

VUG0.42%$42

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

Income After Fees on $10,000

$277most kept, LTAX

LTAX$316 − $39 = $277

VUG$42 − $3 = $39

KeptFee

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

Overlap: LTAX, VUG

Today

[…]holdings […]

LTAXVUG

LTAX—[…]

VUG[…]—

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

Return vs Bumpiness: 2 ETFs

+0.2%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

LTAXWorst drop[…][…]

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

Paid More vs Made More

YTD

LTAXVUG

[…]Year to date+1.4%

3.2%Yield0.4%

[…]Past year+0.2%

0.39%Fee0.03%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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