Compare · 3 funds side by side · dividends reinvested

STAX, VXF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

STAX, VXF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.04%+12.5%+11.8%+22.0%+5.6%−10.2%17.3%$30.2B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.3%+1.9%[…][…]−2.7%1.8%$11M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

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 · VUG 2004

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

+1.3%Year to dateJan 1 → Nov 5+12.5%

+1.9%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $18,168+22.0%

[…]5 years · per year$10,000 became […] · $13,123+5.6%

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

3.20%Trailing 12-mo yield$320 · $104 a year on $10k1.04%

−2.7%Worst dropSmaller is better−10.2%

1.8%VolatilityLower is calmer17.3%

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

+1.9%

past year

VXFVanguard

+11.8%

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

+1.3%

VXFVanguard

+12.5%

+1.3%Year to date+12.5%

−2.7%Worst drop · 1Y−10.2%

1.8%Volatility · 1Y17.3%

3.2%Yield1.0%

$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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VXF0.05%$5

STAX0.29%$29

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

Yields: STAX, VXF, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VXF1.04%$104

VUG0.40%$40

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VXF$104 − $5 = $99

VUG$40 − $3 = $37

KeptFee

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

Overlap: STAX, VXF, VUG

Today

2.3%most shared, VXF and VUG

STAXVXFVUG

STAX—[…][…]

VXF[…]—2.3%

VUG[…]2.3%—

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

Return vs Bumpiness: 3 ETFs

+11.8%VXF, at 17.3% volatility

STAXWorst drop−2.7%1.8% vol

VXFWorst drop−10.2%17.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

STAXVXF

+1.3%Year to date+12.5%

3.2%Yield1.0%

+1.9%Past year+11.8%

0.29%Fee0.05%

3–1VXF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026