Compare · 2 funds side by side · dividends reinvested

VO and STAX

VOVanguard×STAXNomura×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,590VO · best of the two

02 / 04

VO and STAX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.5

Rank among the two1st → 2ndFee, 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: VO 2004 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

STAX

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

$10,000 five years ago, dividends reinvested

VOMeasureSTAX

+10.6%Year to dateJan 1 → Nov 6+1.5%

+11.6%1 yearTotal return+2.1%

+18.6%3 years · per year$10,000 became $16,701 · […][…]

+6.3%5 years · per year$10,000 became $13,590 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.39%Trailing 12-mo yield$139 · $320 a year on $10k3.20%

−8.2%Worst dropSmaller is better−2.7%

12.9%VolatilityLower is calmer1.8%

VOSTAX 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

VO vs STAX: Top 5 Holdings

Today

5.3%in top 5

STAX

in top 5[…]

VOStockSTAX

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common[…]

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

VO vs STAX Returns, Every Period

VanguardVO

+11.6%

past year

STAXNomura

+2.1%

past year

VOSTAXFaded: behind in that period

2–0VO wins

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

VO vs STAX

YTD

VanguardVO

+10.6%

STAXNomura

+1.5%

+10.6%Year to date+1.5%

−8.2%Worst drop · 1Y−2.7%

12.9%Volatility · 1Y1.8%

1.4%Yield3.2%

$103BAssets$11.3M

3–1STAX wins

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

Cost, Income and Risk

Fees: VO, STAX

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

STAX0.29%$29

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

Yields: VO, STAX

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VO1.39%$139

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VO$139 − $3 = $136

KeptFee

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

Overlap: VO, STAX

Today

[…]holdings […]

VOSTAX

VO—[…]

STAX[…]—

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

Return vs Bumpiness: 2 ETFs

+11.6%VO, at 12.9% volatility

STAXWorst drop−2.7%1.8% vol

VOWorst drop−8.2%12.9% vol

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

Paid More vs Made More

YTD

STAXVO

+1.5%Year to date+10.6%

3.2%Yield1.4%

+2.1%Past year+11.6%

0.29%Fee0.03%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026