STAX vs VXF

ASTAX

BVXF

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VXF $12,303

Lowest cost0.05%VXF · $5 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and VXF

STAX

VXF

Nomura Tax-Free USA Short Term ETF · $11MVanguard Extended Market ETF · $30.2B

[…]3 years · per year[…] · $17,165+19.7%

[…]5 years · per year[…] · $12,303+4.2%

0.29%Expense ratio$29 · $5 on $10k · lower wins0.05%

3.20%12-mo yield$320 · $109 on $10k1.09%

−2.7%Worst dropSmaller wins−11.0%

1.8%VolatilityLower wins17.9%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · VXF

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

Held in common[…]

End-of-day Nov 5, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.09%	−4.7%	+7.3%	+8.6%	+19.7%	+4.2%	−11.0%	$30.2B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

Cards for this view

STAX vs VXF

STAX

Nomura Tax-Free USA Short Term

[…]

VXF

Vanguard Extended Market

$12,303

MeasureSTAXVXF

Fee0.29%0.05%

Cost on $10k a year$29$5

Yield3.20%1.09%

5 years, per year[…]+4.2%

3 years, per year[…]+19.7%

Worst drop · 1Y−2.7%−11.0%

Volatility · 1Y1.8%17.9%

3–1measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: STAX, VXF, IWF

Today

4.7%most shared, VXF and IWF

STAXVXFIWF

STAX—[…][…]

VXF[…]—4.7%

IWF[…]4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VXF$109 − $5 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee