Compare · 3 funds side by side · dividends reinvested

STAX, DIA and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

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

Story of the three · RiskSmallest drop

STAX, DIA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M2.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.3%+12.3%+17.3%+9.6%−9.8%13.6%$45.5B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: STAX 2023 · DIA 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.5B$15,815

$10,000 five years ago, dividends reinvested

STAXMeasure

More Ways to See the Pairs

STAX vs DIA: Top 5 Holdings

Today

STAX

[…]in top 5

DIA

in top 533.1%

STAXStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.1%

not top 5AMGN5.3%

not top 5V4.8%

Cost, Income and Risk

Fees: STAX, DIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DIA0.16%$16

STAX0.29%$29

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: STAX, DIA, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DIA

+1.5%Year to dateJan 1 → Nov 11+10.3%

+2.0%1 yearTotal return+12.3%

[…]3 years · per year$10,000 became […] · $16,129+17.3%

[…]5 years · per year$10,000 became […] · $15,815+9.6%

0.29%Expense ratio$29 · $16 a year on $10k · lower is better0.16%

3.20%Trailing 12-mo yield$320 · $137 a year on $10k1.37%

−2.7%Worst dropSmaller is better−9.8%

1.8%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

STAX vs DIA Returns, Every Period

1Y

NomuraSTAX

+2.0%

past year

DIASPDR

+12.3%

past year

STAXDIAFaded: behind in that period

0–2DIA wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

STAX vs VTV

YTD

NomuraSTAX

+1.5%

VTVVanguard

+22.3%

+1.5%Year to date+22.3%

−2.7%Worst drop · 1Y−6.4%

1.8%Volatility · 1Y10.8%

3.2%Yield1.8%

$11.3MAssets$184B

3–1STAX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VTV1.81%$181

DIA1.37%$137

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

VTV$181 − $3 = $178

DIA$137 − $16 = $121

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: STAX, DIA, VTV

Today

23.4%most shared, DIA and VTV

STAXDIAVTV

STAX—[…][…]

DIA[…]—23.4%

VTV[…]23.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.8% vol

DIAWorst drop−9.8%13.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVTV

+1.5%Year to date+22.3%

3.2%Yield1.8%

+2.0%Past year+25.5%

0.29%Fee0.03%

3–1VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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STAX, DIA and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three