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$16,559IWF · 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%+1.3%+1.9%[…][…]−2.7%1.8%$11M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: STAX 2023 · IWF 2000

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 · $121B$16,559

$10,000 five years ago, dividends reinvested

STAXMeasureIWF

+1.3%Year to dateJan 1 → Nov 4−0.1%

+1.9%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

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

3.20%Trailing 12-mo yield$320 · $37 a year on $10k0.37%

−2.7%Worst dropSmaller is better−15.6%

1.8%VolatilityLower is calmer18.3%

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

5–1STAX wins

End-of-day Nov 4, 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 539.3%

STAXStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

STAX vs IWF Returns, Every Period

NomuraSTAX

+1.9%

past year

IWFiShares

−3.0%

past year

STAXIWFFaded: behind in that period

2–0STAX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STAX vs IWF

YTD

NomuraSTAX

+1.3%

IWFiShares

−0.1%

+1.3%Year to date−0.1%

−2.7%Worst drop · 1Y−15.6%

1.8%Volatility · 1Y18.3%

3.2%Yield0.4%

$11.3MAssets$121B

4–0STAX wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: STAX, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STAX, IWF

Today

[…]holdings […]

STAXIWF

STAX—[…]

IWF[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.9%STAX, at 1.8% volatility

STAXWorst drop−2.7%1.8% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIWF

+1.3%Year to date−0.1%

3.2%Yield0.4%

+1.9%Past year−3.0%

0.29%Fee0.18%

3–1STAX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026