Compare · 4 funds side by side · dividends reinvested

STAX, IWF, VOO and VUG

STAXNomura×IWFiShares×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

STAX, IWF, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: STAX 2023 · IWF 2000 · VOO 2010 · VUG 2004

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$15,892

$10,000 five years ago, dividends reinvested

STAXMeasureIWF

+1.6%Year to dateJan 1 → Nov 9−2.5%

+2.1%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

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

3.20%Trailing 12-mo yield$320 · $38 a year on $10k0.38%

−2.7%Worst dropSmaller is better−14.6%

1.8%VolatilityLower is calmer19.5%

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

5–1STAX wins

End-of-day Nov 9, 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 539.7%

STAXStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

STAX vs IWF Returns, Every Period

NomuraSTAX

+2.1%

past year

IWFiShares

−2.2%

past year

STAXIWFFaded: behind in that period

2–0STAX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: STAX vs VOO

YTD

NomuraSTAX

+1.6%

VOOVanguard

+11.3%

+1.6%Year to date+11.3%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.7%

3.2%Yield1.1%

$11.3MAssets$1.00T

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, IWF, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STAX, IWF, VOO, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VOO1.07%$107

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VOO$107 − $3 = $104

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STAX, IWF, VOO, VUG

Today

78.1%most shared, IWF and VUG

STAXIWFVOOVUG

STAX—[…][…][…]

IWF[…]—59.3%78.1%

VOO[…]59.3%—58.2%

VUG[…]78.1%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

STAXWorst drop−2.7%1.8% vol

VOOWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVOO

+1.6%Year to date+11.3%

3.2%Yield1.1%

+2.1%Past year+13.6%

0.29%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026