STAX vs IWF

ASTAX

BIWF

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VUG $16,565

Lowest cost0.03%VOO · $3 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and IWF

STAX

IWF

Nomura Tax-Free USA Short Term ETF · $11MiShares Russell 1000 Growth ETF · $115B

[…]3 years · per year[…] · $17,207+19.8%

[…]5 years · per year[…] · $15,892+9.7%

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

3.20%12-mo yield$320 · $38 on $10k0.38%

−2.7%Worst dropSmaller wins−14.6%

1.8%VolatilityLower wins19.5%

3–1STAX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSTAX · IWF

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STAX vs IWF

STAX

Nomura Tax-Free USA Short Term

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureSTAXIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield3.20%0.38%

5 years, per year[…]+9.7%

3 years, per year[…]+19.8%

Worst drop · 1Y−2.7%−14.6%

Volatility · 1Y1.8%19.5%

3–1measures won
STAX first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: STAX, IWF, VOO, VUG

Today

78.1%most shared, IWF and VUG

STAXIWFVOOVUG

STAX—[…][…][…]

IWF[…]—59.3%78.1%

VOO[…]59.3%—58.2%

VUG[…]78.1%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VOO$107 − $3 = $104

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee