Compare · 3 funds side by side · dividends reinvested

STAX, VTV and IWF

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, VTV and IWF, 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%$184B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: STAX 2023 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested

STAXMeasureVTV

+1.5%Year to dateJan 1 → Nov 6+18.5%

+2.1%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

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

3.20%Trailing 12-mo yield$320 · $187 a year on $10k1.87%

−2.7%Worst dropSmaller is better−6.4%

1.8%VolatilityLower is calmer10.7%

STAXVTV 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 VTV: Top 5 Holdings

Today

STAX

[…]in top 5

VTV

in top 515.8%

STAXStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common[…]

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

STAX vs VTV Returns, Every Period

NomuraSTAX

+2.1%

past year

VTVVanguard

+22.9%

past year

STAXVTVFaded: behind in that period

0–2VTV 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, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

STAX0.29%$29

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

Yields: STAX, VTV, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VTV1.87%$187

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

VTV$187 − $3 = $184

IWF$39 − $18 = $21

KeptFee

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

Overlap: STAX, VTV, IWF

Today

11.8%most shared, VTV and IWF

STAXVTVIWF

STAX—[…][…]

VTV[…]—11.8%

IWF[…]11.8%—

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

IWFWorst drop−14.6%19.4% 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

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

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

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