Compare · 3 funds side by side · dividends reinvested

STAX, VOO and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

STAX, VOO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: STAX 2023 · VOO 2010 · VTV 2004

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$17,177

$10,000 five years ago, dividends reinvested

STAXMeasureVOO

+1.5%Year to dateJan 1 → Nov 6+8.7%

+2.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+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 6, 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 6, 2026 · share of each fund

STAX vs VOO Returns, Every Period

NomuraSTAX

+2.1%

past year

VOOVanguard

+9.8%

past year

STAXVOOFaded: behind in that period

0–2VOO wins

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

STAX vs VTV

YTD

NomuraSTAX

+1.5%

VTVVanguard

+18.5%

+1.5%Year to date+18.5%

−2.7%Worst drop · 1Y−6.4%

1.8%Volatility · 1Y10.7%

3.2%Yield1.9%

$11.3MAssets$184B

3–1STAX wins

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

Cost, Income and Risk

Fees: STAX, VOO, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

STAX0.29%$29

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

Yields: STAX, VOO, VTV

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VTV1.87%$187

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$187 − $3 = $184

VOO$110 − $3 = $107

KeptFee

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

Overlap: STAX, VOO, VTV

Today

41.1%most shared, VOO and VTV

STAXVOOVTV

STAX—[…][…]

VOO[…]—41.1%

VTV[…]41.1%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVTV

+1.5%Year to date+18.5%

3.2%Yield1.9%

+2.1%Past year+22.9%

0.29%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026