STAX vs IWB

ASTAX

BIWB

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 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 · $48.5B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

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

3.20%12-mo yield$320 · $95 on $10k0.95%

−2.7%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.6%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · IWB

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

End-of-day Nov 5, 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

$16,543

MeasureSTAXIWB

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield3.20%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%13.6%

3–1measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: STAX, IWB, VUG

Today

52.0%most shared, IWB and VUG

STAXIWBVUG

STAX—[…][…]

IWB[…]—52.0%

VUG[…]52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee