VIG vs STAX

AVIG

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VIG $16,596

Lowest cost0.03%VTV · $3 on $10k

Most income3.21%STAX · $321 on $10k

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

Held in common[…]VIG and STAX

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

+18.9%3 years · per year$16,806 · […][…]

+10.7%5 years · per year$16,596 · […][…]

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

1.45%12-mo yield$145 · $321 on $10k3.21%

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,596

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureVIGSTAX

Fee0.04%0.29%

Cost on $10k a year$4$29

Yield1.45%3.21%

5 years, per year+10.7%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−2.7%

Volatility · 1Y11.0%1.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.21%	−0.4%	+1.0%	+1.5%	new	new	−2.7%	$11M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.21%	−0.4%	+1.0%	+1.5%	new	new	−2.7%	$11M

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