Compare · 2 funds side by side · dividends reinvested

SPY and STAX

SPYSPDR×STAXNomura×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the two · RiskSmallest drop

SPY and STAX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−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 10, 2026 · returns include dividends · since: SPY 1993 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested

STAXMeasureSPY

+1.4%Year to date

More Ways to See the Pairs

STAX vs SPY: Top 5 Holdings

Today

STAX

[…]in top 5

SPY

in top 527.3%

STAXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SPY, STAX

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

STAX0.29%$29

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

Yields: SPY, STAX

1Y

3.20%highest, STAX

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Jan 1 → Nov 10

+10.8%

+1.9%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

3.20%Trailing 12-mo yield$320 · $101 a year on $10k1.01%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

STAX vs SPY Returns, Every Period

1Y

NomuraSTAX

+1.9%

past year

SPYSPDR

+13.0%

past year

STAXSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: STAX vs SPY

YTD

NomuraSTAX

+1.4%

SPYSPDR

+10.8%

+1.4%Year to date+10.8%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.8%

3.2%Yield1.0%

$11.4MAssets$792B

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

STAX3.20%$320

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SPY, STAX

Today

[…]holdings […]

SPYSTAX

SPY—[…]

STAX[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSPY

+1.4%Year to date+10.8%

3.2%Yield1.0%

+1.9%Past year+13.0%

0.29%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SPY and STAX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two