STAX vs IWB

ASTAX

BIWB

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and IWB

STAX

IWB

Nomura Tax-Free USA Short Term ETF · $11MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

3.20%12-mo yield$320 · $91 on $10k0.91%

−2.7%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins12.9%

3–1STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTAX · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STAX vs IWB

STAX

Nomura Tax-Free USA Short Term

[…]

IWB

iShares Russell 1000

$17,459

MeasureSTAXIWB

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield3.20%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%12.9%

3–1measures won
STAX first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: STAX, IWB

Today

[…]holdings […]

STAXIWB

STAX—[…]

IWB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee