STAX vs VIG

ASTAX

BVIG

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

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 VIG

STAX

VIG

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

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

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

−2.7%Worst dropSmaller wins−7.9%

1.8%VolatilityLower wins11.0%

3–1STAX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSTAX · VIG

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 VIG

STAX

Nomura Tax-Free USA Short Term

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSTAXVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield3.20%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−2.7%−7.9%

Volatility · 1Y1.8%11.0%

3–1measures won
STAX first

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: STAX, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

STAXVIGVUGSCHD

STAX—[…][…][…]

VIG[…]—26.4%14.5%

VUG[…]26.4%—0.8%

SCHD[…]14.5%0.8%—

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

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

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