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$16,543IWB · 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%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−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 5, 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 · $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

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

STAX0.29%$29

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

Yields: STAX, IWB

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IWB0.95%$95

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

KeptFee

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

Overlap: STAX, IWB

Today

[…]holdings […]

STAXIWB

STAX—[…]

IWB[…]—

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

Return vs Bumpiness: 2 ETFs

+9.6%IWB, at 13.6% volatility

STAXWorst drop−2.7%1.8% vol

IWBWorst drop−8.9%13.6% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026