VO vs STAX

AVO

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]VO and STAX

STAX

Vanguard Morningstar Mid-Cap ETF · $103BNomura Tax-Free USA Short Term ETF · $11M

+18.6%3 years · per year$16,701 · […][…]

+6.3%5 years · per year$13,590 · […][…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.39%12-mo yield$139 · $320 on $10k3.20%

−8.2%Worst dropSmaller wins−2.7%

12.9%VolatilityLower wins1.8%

1–3STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · 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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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

VO vs STAX

Vanguard Morningstar Mid-Cap

$13,590

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureVOSTAX

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.39%3.20%

5 years, per year+6.3%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−8.2%−2.7%

Volatility · 1Y12.9%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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VO, STAX

Today

[…]holdings […]

VOSTAX

VO—[…]

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

VO$139 − $3 = $136

KeptFee

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