Compare · 3 funds side by side · dividends reinvested

VIG, STAX and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, STAX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · STAX 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

STAX

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

$10,000 five years ago, dividends reinvested

VIGMeasureSTAX

+12.1%Year to dateJan 1 → Nov 6+1.5%

+14.3%1 yearTotal return+2.1%

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $29 a year on $10k · lower is better0.29%

1.50%Trailing 12-mo yield$150 · $320 a year on $10k3.20%

−7.9%Worst dropSmaller is better−2.7%

10.8%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs STAX: Top 5 Holdings

Today

VIG

22.1%in top 5

STAX

in top 5[…]

VIGStockSTAX

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VIG vs STAX Returns, Every Period

VanguardVIG

+14.3%

past year

STAXNomura

+2.1%

past year

VIGSTAXFaded: behind in that period

2–0VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs STAX

YTD

VanguardVIG

+12.1%

STAXNomura

+1.5%

+12.1%Year to date+1.5%

−7.9%Worst drop · 1Y−2.7%

10.8%Volatility · 1Y1.8%

1.5%Yield3.2%

$109BAssets$11.3M

3–1STAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, STAX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

STAX0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, STAX, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VIG1.50%$150

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VIG$150 − $4 = $146

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, STAX, VUG

Today

26.4%most shared, VIG and VUG

VIGSTAXVUG

VIG—[…]26.4%

STAX[…]—[…]

VUG26.4%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

STAXWorst drop−2.7%1.8% vol

VIGWorst drop−7.9%10.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVIG

+1.5%Year to date+12.1%

3.2%Yield1.5%

+2.1%Past year+14.3%

0.29%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026