STAX vs IWF

ASTAX

BIWF

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $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[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

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

3.20%12-mo yield$320 · $39 on $10k0.39%

−2.7%Worst dropSmaller wins−14.6%

1.8%VolatilityLower wins19.4%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · IWF

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

Held in common[…]

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 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

$15,442

MeasureSTAXIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield3.20%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−2.7%−14.6%

Volatility · 1Y1.8%19.4%

3–1measures won
STAX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: STAX, IWF, VTV

Today

11.8%most shared, IWF and VTV

STAXIWFVTV

STAX—[…][…]

IWF[…]—11.8%

VTV[…]11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$187 − $3 = $184

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee