Compare · 2 funds side by side · dividends reinvested

STAX and IWB

STAXNomura×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

STAX and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.2%+1.7%[…][…]−2.7%1.8%$11M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: STAX 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested

STAXMeasureIWB

+1.2%Year to dateJan 1 → Nov 4+11.3%

+1.7%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

3.21%Trailing 12-mo yield$321 · $92 a year on $10k0.92%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STAX vs IWB: Top 5 Holdings

Today

STAX

[…]in top 5

IWB

in top 525.2%

STAXStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

STAX vs IWB Returns, Every Period

NomuraSTAX

+1.7%

past year

IWBiShares

+11.6%

past year

STAXIWBFaded: behind in that period

0–2IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STAX vs IWB

YTD

NomuraSTAX

+1.2%

IWBiShares

+11.3%

+1.2%Year to date+11.3%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y12.8%

3.2%Yield0.9%

$11.3MAssets$47.8B

3–1STAX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

STAX0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: STAX, IWB

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

IWB0.92%$92

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, STAX

STAX$321 − $29 = $292

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STAX, IWB

Today

[…]holdings […]

STAXIWB

STAX—[…]

IWB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

STAXWorst drop−2.7%1.8% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIWB

+1.2%Year to date+11.3%

3.2%Yield0.9%

+1.7%Past year+11.6%

0.29%Fee0.15%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026