STAX vs IWF

ASTAX

BIWF

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · IWF $15,927

Lowest cost0.09%SPY · $9 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and IWF

Nomura Tax-Free USA Short Term ETF · $11MiShares Russell 1000 Growth ETF · $117B

[…]3 years · per year[…] · $17,180+19.8%

[…]5 years · per year[…] · $15,927+9.8%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

3.20%12-mo yield$320 · $37 on $10k0.37%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

IWF

iShares Russell 1000 Growth

$15,927

MeasureSTAXIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield3.20%0.37%

5 years, per year[…]+9.8%

3 years, per year[…]+19.8%

Worst drop · 1Y−2.7%−14.6%

Volatility · 1Y1.8%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.5%	+2.0%	new	new	−2.7%	$11M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.5%	+2.0%	new	new	−2.7%	$11M

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