STAX vs IWB5YSTAXSTAXAvsBIWBIWBNomura Tax-Free USA Short Term ETF · $11MiShares Russell 1000 ETF · $48.1BReturns · dividends in[…]3 years · per year[…] · $17,800+21.2%[…]5 years · per year[…] · $16,664+10.8%Cost and income0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%3.21%12-mo yield$321 · $92 on $10k0.92%
Overlap: STAX, IWB, IJHToday4.2%most shared, IWB and IJHSTAXIWBIJHSTAX—[…][…]IWB[…]—4.2%IJH[…]4.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
STAX vs IWB5YASTAXNomura Tax-Free USA Short Term[…]vsIWBBiShares Russell 1000$16,664MeasureSTAXIWBFee0.29%0.15%Cost on $10k a year$29$15Yield3.21%0.92%5 years, per year[…]+10.8%3 years, per year[…]+21.2%Worst drop · 1Y−2.7%−8.9%Volatility · 1Y1.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.1B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.1B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: STAX, IWB, IJHToday4.2%most shared, IWB and IJHSTAXIWBIJHSTAX—[…][…]IWB[…]—4.2%IJH[…]4.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$292most kept, STAXSTAX$321 − $29 = $292IJH$122 − $5 = $117IWB$92 − $15 = $77KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee