Compare · 4 funds side by side · dividends reinvested

STAX, VUG, SCHD and IWF

STAXNomura×VUGVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

STAX, VUG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: STAX 2023 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested

STAXMeasureVUG

+1.6%Year to dateJan 1 → Nov 9+4.2%

+2.1%1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

3.20%Trailing 12-mo yield$320 · $41 a year on $10k0.41%

−2.7%Worst dropSmaller is better−15.1%

1.8%VolatilityLower is calmer19.1%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STAX vs VUG: Top 5 Holdings

Today

STAX

[…]in top 5

VUG

in top 545.2%

STAXStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

STAX vs VUG Returns, Every Period

NomuraSTAX

+2.1%

past year

VUGVanguard

+4.7%

past year

STAXVUGFaded: behind in that period

0–2VUG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs SCHD

YTD

NomuraSTAX

+1.6%

SCHDSchwab

+33.2%

+1.6%Year to date+33.2%

−2.7%Worst drop · 1Y−6.9%

1.8%Volatility · 1Y11.8%

3.2%Yield3.0%

$11.3MAssets$120B

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STAX, VUG, SCHD, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD2.96%$296

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STAX, VUG, SCHD, IWF

Today

78.1%most shared, VUG and IWF

STAXVUGSCHDIWF

STAX—[…][…][…]

VUG[…]—0.8%78.1%

SCHD[…]0.8%—3.6%

IWF[…]78.1%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

STAXWorst drop−2.7%1.8% vol

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHD

+1.6%Year to date+33.2%

3.2%Yield3.0%

+2.1%Past year+39.1%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026