STAX vs VTV

ASTAX

BVTV

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

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 VTV

STAX

VTV

Nomura Tax-Free USA Short Term ETF · $11MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

3.20%12-mo yield$320 · $180 on $10k1.80%

−2.7%Worst dropSmaller wins−6.4%

1.8%VolatilityLower wins10.2%

3–1STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTAX · VTV

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.2%	+1.3%	+1.9%	new	new	−2.7%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STAX vs VTV

STAX

Nomura Tax-Free USA Short Term

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureSTAXVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield3.20%1.80%

5 years, per year[…]+12.9%

3 years, per year[…]+22.9%

Worst drop · 1Y−2.7%−6.4%

Volatility · 1Y1.8%10.2%

3–1measures won
STAX first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: STAX, VTV

Today

[…]holdings […]

STAXVTV

STAX—[…]

VTV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$180 − $3 = $177

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee