Compare · 3 funds side by side · dividends reinvested

STAX, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

STAX, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M1.7

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

$10,000 five years ago, dividends reinvested

STAXMeasureDIA

+1.5%Year to dateJan 1 → Nov 5+8.2%

+2.0%1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

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

3.20%Trailing 12-mo yield$320 · $140 a year on $10k1.40%

−2.7%Worst dropSmaller is better−9.8%

1.8%VolatilityLower is calmer13.4%

STAXDIA 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 DIA: Top 5 Holdings

Today

STAX

[…]in top 5

DIA

in top 533.3%

STAXStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common[…]

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

STAX vs DIA Returns, Every Period

NomuraSTAX

+2.0%

past year

DIASPDR

+10.8%

past year

STAXDIAFaded: behind in that period

0–2DIA wins

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

STAX vs DIA

YTD

NomuraSTAX

+1.5%

DIASPDR

+8.2%

+1.5%Year to date+8.2%

−2.7%Worst drop · 1Y−9.8%

1.8%Volatility · 1Y13.4%

3.2%Yield1.4%

$11.3MAssets$45.9B

3–1STAX wins

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

Cost, Income and Risk

Fees: STAX, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

STAX0.29%$29

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

Yields: STAX, DIA, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

DIA1.40%$140

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

DIA$140 − $16 = $124

VUG$43 − $3 = $40

KeptFee

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

Overlap: STAX, DIA, VUG

Today

20.7%most shared, DIA and VUG

STAXDIAVUG

STAX—[…][…]

DIA[…]—20.7%

VUG[…]20.7%—

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

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

STAXWorst drop−2.7%1.8% vol

DIAWorst drop−9.8%13.4% 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

STAXDIA

+1.5%Year to date+8.2%

3.2%Yield1.4%

+2.0%Past year+10.8%

0.29%Fee0.16%

3–1DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026