STAX vs VIG

ASTAX

BVIG

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · IWF $15,699

Lowest cost0.04%VIG · $4 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and VIG

Nomura Tax-Free USA Short Term ETF · $11MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

3.20%12-mo yield$320 · $146 on $10k1.46%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureSTAXVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield3.20%1.46%

5 years, per year[…]+10.6%

3 years, per year[…]+18.6%

Worst drop · 1Y−2.7%−7.9%

Volatility · 1Y1.8%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
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

Loading…