STAX vs SPY

ASTAX

BSPY

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · VUG $16,394

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 SPY

Nomura Tax-Free USA Short Term ETF · $11MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

3.20%12-mo yield$320 · $101 on $10k1.01%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

SPY

SPDR S&P 500

$17,358

MeasureSTAXSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield3.20%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%13.8%

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

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