Compare · 3 funds side by side · dividends reinvested

STAX, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

STAX, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.6

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · IWB 2000 · VUG 2004

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 · $48.5B$16,543

$10,000 five years ago, dividends reinvested

STAXMeasureIWB

+1.5%Year to dateJan 1 → Nov 5+8.1%

+2.0%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

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

3.20%Trailing 12-mo yield$320 · $95 a year on $10k0.95%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

STAXIWB 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 IWB: Top 5 Holdings

Today

STAX

[…]in top 5

IWB

in top 525.6%

STAXStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common[…]

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

STAX vs IWB Returns, Every Period

NomuraSTAX

+2.0%

past year

IWBiShares

+9.6%

past year

STAXIWBFaded: behind in that period

0–2IWB wins

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

STAX vs IWB

YTD

NomuraSTAX

+1.5%

IWBiShares

+8.1%

+1.5%Year to date+8.1%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.6%

3.2%Yield1.0%

$11.3MAssets$48.5B

3–1STAX wins

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

Cost, Income and Risk

Fees: STAX, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

STAX0.29%$29

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

Yields: STAX, IWB, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IWB0.95%$95

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

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

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

Overlap: STAX, IWB, VUG

Today

52.0%most shared, IWB and VUG

STAXIWBVUG

STAX—[…][…]

IWB[…]—52.0%

VUG[…]52.0%—

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

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

STAXWorst drop−2.7%1.8% vol

IWBWorst drop−8.9%13.6% 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

STAXIWB

+1.5%Year to date+8.1%

3.2%Yield1.0%

+2.0%Past year+9.6%

0.29%Fee0.15%

3–1IWB 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026