Compare · 3 funds side by side · dividends reinvested

STAX, DIA and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765DIA · best of the three

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

Story of the three · RiskSmallest drop

STAX, DIA and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.38%+9.9%+10.6%+17.1%+9.5%−9.8%13.5%$45.7B2.1

Rank among the three1st → 3rdFee, 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: STAX 2023 · DIA 1998 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested

STAXMeasureVO

More Ways to See the Pairs

STAX vs VO: Top 5 Holdings

Today

STAX

[…]in top 5

VO

in top 55.3%

STAXStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: STAX, DIA, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DIA0.16%$16

STAX0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: STAX, DIA, VO

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$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%

+1.0%Year to dateJan 1 → Nov 12+14.0%

+1.5%1 yearTotal return+13.7%

[…]3 years · per year$10,000 became […] · $16,605+18.4%

[…]5 years · per year$10,000 became […] · $13,809+6.7%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

3.21%Trailing 12-mo yield$321 · $135 a year on $10k1.35%

−2.7%Worst dropSmaller is better−8.2%

1.9%VolatilityLower is calmer13.2%

STAXVO 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

STAX vs VO Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

VOVanguard

+13.7%

past year

STAXVOFaded: behind in that period

0–2VO wins

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

STAX vs DIA

YTD

NomuraSTAX

+1.0%

DIASPDR

+9.9%

+1.0%Year to date+9.9%

−2.7%Worst drop · 1Y−9.8%

1.9%Volatility · 1Y13.5%

3.2%Yield1.4%

$11.3MAssets$45.7B

3–1STAX wins

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

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

DIA1.38%$138

VO1.35%$135

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VO$135 − $3 = $132

DIA$138 − $16 = $122

KeptFee

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

Overlap: STAX, DIA, VO

Today

1.1%most shared, DIA and VO

STAXDIAVO

STAX—[…][…]

DIA[…]—1.1%

VO[…]1.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.7%VO, at 13.2% volatility

STAXWorst drop−2.7%1.9% vol

VOWorst drop−8.2%13.2% vol

DIAWorst drop−9.8%13.5% vol

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

Paid More vs Made More

YTD

STAXVO

+1.0%Year to date+14.0%

3.2%Yield1.3%

+1.5%Past year+13.7%

0.29%Fee0.03%

3–1VO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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STAX, DIA and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three