Compare · 3 funds side by side · dividends reinvested

STAX, VXF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

STAX, VXF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.09%+7.3%+8.6%+19.7%+4.2%−11.0%17.9%$30.2B1.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · VXF 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

VXF

Vanguard Extended Market ETF · $30.2B$12,303

$10,000 five years ago, dividends reinvested

STAXMeasureVXF

+1.5%Year to dateJan 1 → Nov 5+7.3%

+2.0%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,165+19.7%

[…]5 years · per year$10,000 became […] · $12,303+4.2%

0.29%Expense ratio$29 · $5 a year on $10k · lower is better0.05%

3.20%Trailing 12-mo yield$320 · $109 a year on $10k1.09%

−2.7%Worst dropSmaller is better−11.0%

1.8%VolatilityLower is calmer17.9%

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

3–3Level

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

More Ways to See the Pairs

STAX vs VXF: Top 5 Holdings

Today

STAX

[…]in top 5

VXF

in top 56.7%

STAXStockVXF

not top 5SPCX2.5%

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STAX vs VXF Returns, Every Period

NomuraSTAX

+2.0%

past year

VXFVanguard

+8.6%

past year

STAXVXFFaded: behind in that period

0–2VXF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

STAX vs VXF

YTD

NomuraSTAX

+1.5%

VXFVanguard

+7.3%

+1.5%Year to date+7.3%

−2.7%Worst drop · 1Y−11.0%

1.8%Volatility · 1Y17.9%

3.2%Yield1.1%

$11.3MAssets$30.2B

3–1STAX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, VXF, IWF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STAX, VXF, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VXF1.09%$109

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VXF$109 − $5 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STAX, VXF, IWF

Today

4.7%most shared, VXF and IWF

STAXVXFIWF

STAX—[…][…]

VXF[…]—4.7%

IWF[…]4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.6%VXF, at 17.9% volatility

STAXWorst drop−2.7%1.8% vol

VXFWorst drop−11.0%17.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVXF

+1.5%Year to date+7.3%

3.2%Yield1.1%

+2.0%Past year+8.6%

0.29%Fee0.05%

3–1VXF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026