Compare · 3 funds side by side · dividends reinvested

STAX, SPY and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

STAX, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: STAX 2023 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

STAXMeasureSPY

More Ways to See the Pairs

STAX vs SPY: Top 5 Holdings

Today

STAX

[…]in top 5

SPY

in top 527.3%

STAXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: STAX, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

STAX0.29%$29

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

Yields: STAX, SPY, VUG

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+1.4%Year to dateJan 1 → Nov 10+10.8%

+1.9%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

3.20%Trailing 12-mo yield$320 · $101 a year on $10k1.01%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

STAX vs SPY Returns, Every Period

1Y

NomuraSTAX

+1.9%

past year

SPYSPDR

+13.0%

past year

STAXSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: STAX vs SPY

YTD

NomuraSTAX

+1.4%

SPYSPDR

+10.8%

+1.4%Year to date+10.8%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.8%

3.2%Yield1.0%

$11.3MAssets$778B

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: STAX, SPY, VUG

Today

55.3%most shared, SPY and VUG

STAXSPYVUG

STAX—[…][…]

SPY[…]—55.3%

VUG[…]55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%SPY, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SPYWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSPY

+1.4%Year to date+10.8%

3.2%Yield1.0%

+1.9%Past year+13.0%

0.29%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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STAX, SPY and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three