Compare · 2 funds side by side · dividends reinvested

STAX and IWF

STAXNomura×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

STAX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

STAX

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

$10,000 five years ago, dividends reinvested

IWFMeasureSTAX

−5.3%Year to dateJan 1 → Nov 6+1.5%

−6.5%1 yearTotal return+2.1%

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

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

0.18%Expense ratio$18 · $29 a year on $10k · lower is better0.29%

0.39%Trailing 12-mo yield$39 · $320 a year on $10k3.20%

−14.6%Worst dropSmaller is better−2.7%

19.4%VolatilityLower is calmer1.8%

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

1–5STAX wins

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

More Ways to See the Pairs

IWF vs STAX: Top 5 Holdings

Today

IWF

39.8%in top 5

STAX

in top 5[…]

IWFStockSTAX

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

Held in common[…]

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

IWF vs STAX Returns, Every Period

iSharesIWF

−6.5%

past year

STAXNomura

+2.1%

past year

IWFSTAXFaded: behind in that period

0–2STAX wins

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

IWF vs STAX

YTD

iSharesIWF

−5.3%

STAXNomura

+1.5%

−5.3%Year to date+1.5%

−14.6%Worst drop · 1Y−2.7%

19.4%Volatility · 1Y1.8%

0.4%Yield3.2%

$113BAssets$11.3M

4–0STAX wins

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

Cost, Income and Risk

Fees: STAX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

STAX0.29%$29

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

Yields: STAX, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: STAX, IWF

Today

[…]holdings […]

STAXIWF

STAX—[…]

IWF[…]—

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

Return vs Bumpiness: 2 ETFs

+2.1%STAX, at 1.8% volatility

STAXWorst drop−2.7%1.8% 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

STAXIWF

+1.5%Year to date−5.3%

3.2%Yield0.4%

+2.1%Past year−6.5%

0.29%Fee0.18%

3–1STAX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026