Compare · 3 funds side by side · dividends reinvested

STAX, IWF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

STAX, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested

STAXMeasureIWF

+1.5%Year to dateJan 1 → Nov 6−5.3%

+2.1%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

3.20%Trailing 12-mo yield$320 · $39 a year on $10k0.39%

−2.7%Worst dropSmaller is better−14.6%

1.8%VolatilityLower is calmer19.4%

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

5–1STAX wins

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

More Ways to See the Pairs

STAX vs IWF: Top 5 Holdings

Today

STAX

[…]in top 5

IWF

in top 539.8%

STAXStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common[…]

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

STAX vs IWF Returns, Every Period

NomuraSTAX

+2.1%

past year

IWFiShares

−6.5%

past year

STAXIWFFaded: behind in that period

2–0STAX wins

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

Stocks vs Core: STAX vs VOO

YTD

NomuraSTAX

+1.5%

VOOVanguard

+8.7%

+1.5%Year to date+8.7%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.5%

3.2%Yield1.1%

$11.3MAssets$1.00T

3–1STAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

STAX0.29%$29

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

Yields: STAX, IWF, VOO

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VOO1.10%$110

IWF0.39%$39

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VOO$110 − $3 = $107

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: STAX, IWF, VOO

Today

59.3%most shared, IWF and VOO

STAXIWFVOO

STAX—[…][…]

IWF[…]—59.3%

VOO[…]59.3%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

STAXWorst drop−2.7%1.8% vol

VOOWorst drop−8.9%13.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVOO

+1.5%Year to date+8.7%

3.2%Yield1.1%

+2.1%Past year+9.8%

0.29%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026