Compare · 4 funds side by side · dividends reinvested

STAX, DFAC, VOO and VUG

STAXNomura×DFACDimensional×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

STAX, DFAC, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · DFAC 2005 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested

STAXMeasureDFAC

+1.5%Year to dateJan 1 → Nov 5+11.2%

+2.0%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.29%Expense ratio$29 · $21 a year on $10k · lower is better0.21%

3.20%Trailing 12-mo yield$320 · $90 a year on $10k0.90%

−2.7%Worst dropSmaller is better−8.5%

1.8%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

STAX vs DFAC: Top 5 Holdings

Today

STAX

[…]in top 5

DFAC

in top 520.5%

STAXStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STAX vs DFAC Returns, Every Period

NomuraSTAX

+2.0%

past year

DFACDimensional

+14.3%

past year

STAXDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: STAX vs VOO

YTD

NomuraSTAX

+1.5%

VOOVanguard

+8.4%

+1.5%Year to date+8.4%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.5%

3.2%Yield1.1%

$11.3MAssets$1.00T

3–1STAX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, DFAC, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

DFAC0.21%$21

STAX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STAX, DFAC, VOO, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VOO1.10%$110

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STAX, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

STAXDFACVOOVUG

STAX—[…][…][…]

DFAC[…]—67.8%36.2%

VOO[…]67.8%—58.2%

VUG[…]36.2%58.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

STAXWorst drop−2.7%1.8% vol

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STAXDFAC

+1.5%Year to date+11.2%

3.2%Yield0.9%

+2.0%Past year+14.3%

0.29%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026