STAX vs IJR

ASTAX

BIJR

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$15,699IWF · IJR $13,218

Lowest cost0.06%IJR · $6 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and IJR

Nomura Tax-Free USA Short Term ETF · $11MiShares Core S&P Small-Cap ETF · $107B

[…]3 years · per year[…] · $15,695+16.2%

[…]5 years · per year[…] · $13,218+5.7%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

3.20%12-mo yield$320 · $121 on $10k1.21%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

IJR

iShares Core S&P Small-Cap

$13,218

MeasureSTAXIJR

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield3.20%1.21%

5 years, per year[…]+5.7%

3 years, per year[…]+16.2%

Worst drop · 1Y−2.7%−9.7%

Volatility · 1Y1.8%

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+0.1%	+18.5%	+21.3%	+16.2%	+5.7%	−9.7%	$106.7B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+0.1%	+18.5%	+21.3%	+16.2%	+5.7%	−9.7%	$106.7B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

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