Compare · 3 funds side by side · dividends reinvested

STAX, VUG and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

STAX, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: STAX 2023 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested

STAXMeasureVUG

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 5AVGO

Cost, Income and Risk

Fees: STAX, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

STAX0.29%$29

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

Yields: STAX, VUG, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+1.4%Year to dateJan 1 → Nov 10+3.4%

+1.9%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $16,394+10.4%

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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

STAX vs VUG Returns, Every Period

1Y

NomuraSTAX

+1.9%

past year

VUGVanguard

+4.2%

past year

STAXVUGFaded: behind in that period

0–2VUG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs VIG

YTD

NomuraSTAX

+1.4%

VIGVanguard

+15.1%

+1.4%Year to date+15.1%

−2.7%Worst drop · 1Y−7.9%

1.8%Volatility · 1Y11.0%

3.2%Yield1.5%

$11.4MAssets$109B

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VIG1.46%$146

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: STAX, VUG, VIG

Today

26.4%most shared, VUG and VIG

STAXVUGVIG

STAX—[…][…]

VUG[…]—26.4%

VIG[…]26.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

STAXWorst drop−2.7%1.8% vol

VIGWorst drop−7.9%11.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVIG

+1.4%Year to date+15.1%

3.2%Yield1.5%

+1.9%Past year+17.8%

0.29%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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STAX, VUG and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three