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$16,124VUG · 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%+2.1%[…][…]−2.7%1.8%$11M1.7

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: STAX 2023 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

STAX

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

$10,000 five years ago, dividends reinvested

VUGMeasureSTAX

+1.4%Year to dateJan 1 → Nov 6+1.5%

+0.2%1 yearTotal return+2.1%

+22.6%3 years · per year$10,000 became $18,415 · […][…]

+10.0%5 years · per year$10,000 became $16,124 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

0.42%Trailing 12-mo yield$42 · $320 a year on $10k3.20%

−15.1%Worst dropSmaller is better−2.7%

19.0%VolatilityLower is calmer1.8%

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

1–5STAX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs STAX: Top 5 Holdings

Today

VUG

45.2%in top 5

STAX

in top 5[…]

VUGStockSTAX

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VUG vs STAX Returns, Every Period

VanguardVUG

+0.2%

past year

STAXNomura

+2.1%

past year

VUGSTAXFaded: behind in that period

0–2STAX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs STAX

YTD

VanguardVUG

+1.4%

STAXNomura

+1.5%

+1.4%Year to date+1.5%

−15.1%Worst drop · 1Y−2.7%

19.0%Volatility · 1Y1.8%

0.4%Yield3.2%

$233BAssets$11.3M

4–0STAX wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: STAX, DIA, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

DIA1.40%$140

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DIA$140 − $16 = $124

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXDIA

+1.5%Year to date+7.8%

3.2%Yield1.4%

+2.1%Past year+9.9%

0.29%Fee0.16%

3–1DIA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026