Compare · 2 funds side by side · dividends reinvested

STAX and VTV

STAXNomura×VTVVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,885VTV · best of the two

Story of the two · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the two · RiskSmallest drop

STAX and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: STAX 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested

STAXMeasureVTV

+1.0%Year to date

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%

Cost, Income and Risk

Fees: STAX, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

STAX0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: STAX, VTV

1Y

3.21%highest, STAX

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Jan 1 → Nov 12

+21.7%

+1.5%1 yearTotal return+24.0%

[…]3 years · per year$10,000 became […] · $17,795+21.2%

[…]5 years · per year$10,000 became […] · $17,885+12.3%

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

3.21%Trailing 12-mo yield$321 · $182 a year on $10k1.82%

−2.7%Worst dropSmaller is better−6.4%

1.9%VolatilityLower is calmer10.8%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

STAX vs VTV Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

VTVVanguard

+24.0%

past year

STAXVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

STAX vs VTV

YTD

NomuraSTAX

+1.0%

VTVVanguard

+21.7%

+1.0%Year to date+21.7%

−2.7%Worst drop · 1Y−6.4%

1.9%Volatility · 1Y10.8%

3.2%Yield1.8%

$11.3MAssets$184B

3–1STAX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

STAX3.21%$321

VTV1.82%$182

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VTV$182 − $3 = $179

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: STAX, VTV

Today

[…]holdings […]

STAXVTV

STAX—[…]

VTV[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.0%VTV, at 10.8% volatility

STAXWorst drop−2.7%1.9% vol

VTVWorst drop−6.4%10.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVTV

+1.0%Year to date+21.7%

3.2%Yield1.8%

+1.5%Past year+24.0%

0.29%Fee0.03%

3–1VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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STAX and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two