VIG vs STAX

AVIG

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

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[…]VIG and STAX

VIG

STAX

Vanguard Dividend Appreciation ETF · $109BNomura Tax-Free USA Short Term ETF · $11M

+18.6%3 years · per year$16,669 · […][…]

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $29 on $10k · lower wins0.29%

1.50%12-mo yield$150 · $320 on $10k3.20%

−7.9%Worst dropSmaller wins−2.7%

10.8%VolatilityLower wins1.8%

1–3STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · STAX

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

Held in common[…]

End-of-day Nov 6, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs STAX

VIG

Vanguard Dividend Appreciation

$16,243

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureVIGSTAX

Fee0.04%0.29%

Cost on $10k a year$4$29

Yield1.50%3.20%

5 years, per year+10.2%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y10.8%1.8%

3–1measures won
STAX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, STAX

Today

[…]holdings […]

VIGSTAX

VIG—[…]

STAX[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee