Compare · 3 funds side by side · dividends reinvested

STAX, VOO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

STAX, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+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%+2.0%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested

STAXMeasureVOO

+1.5%Year to dateJan 1 → Nov 5+8.4%

+2.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $110 a year on $10k1.10%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.5%

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

3–3Level

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

More Ways to See the Pairs

STAX vs VOO: Top 5 Holdings

Today

STAX

[…]in top 5

VOO

in top 528.3%

STAXStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STAX vs VOO Returns, Every Period

NomuraSTAX

+2.0%

past year

VOOVanguard

+9.8%

past year

STAXVOOFaded: behind in that period

0–2VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: STAX vs VOO

YTD

NomuraSTAX

+1.5%

VOOVanguard

+8.4%

+1.5%Year to date+8.4%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STAX, VOO, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VOO1.10%$110

IWF0.39%$39

End-of-day Nov 5, 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 5, 2026 · yield in dollars minus the fee

Overlap: STAX, VOO, IWF

Today

59.2%most shared, VOO and IWF

STAXVOOIWF

STAX—[…][…]

VOO[…]—59.2%

IWF[…]59.2%—

End-of-day Nov 5, 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%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVOO

+1.5%Year to date+8.4%

3.2%Yield1.1%

+2.0%Past year+9.8%

0.29%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026