DFAC vs STAX
YTDYear to date
DFAC wins+14.4 pts
Past year
DFAC wins+15.8 pts
Fee
DFAC winslower fee
Yield
STAX wins+2.3 pts
AUM
DFAC7747.4× more
3–1DFAC wins
DFAC and STAX · year-to-date · as of Nov 5, 2026 · AUM not scored
STAX vs S&P 500
MAX$25.13 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.2%+1.9%0.0%+1.3%+1.9%——+9.7%
Peer average+1.1%−1.2%−0.5%+12.3%+13.1%+76.8%+60.9%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Nomura STAX and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
STAX’s Holdings
TodayNEW YORK TRANSNew York Transn 5% 12/312.4%ILLINOIS ST 2.3%ST PAUL MINN2.2%CHICAGO ILL 2.1%LOWNDES CNTY2.0%INDIANA FIN 1.9%TOBACCO 5% 01.8%NEW YORK TRA1.8%NEW YORK N Y1.8%JEFFERSON CN1.8%PORT AUTH N 1.8%JEA FLA ELEC1.7%MINNEAPOLIS 1.7%PITTSBURGH P1.7%NATIONAL FIN1.6%ARIZONA INDL1.5%COLORADO EDL1.5%ST PAUL MINN1.4%NEW JERSEY S1.4%SALES TAX 5%1.4%LOS ANGELES 1.4%SALT VERDE 51.4%
NEW YORK TRANSNew York Transn 5% 12/312.4%ILLINOIS ST 2.3%ST PAUL MINN2.2%CHICAGO ILL 2.1%LOWNDES CNTY2.0%INDIANA FIN 1.9%TOBACCO 5% 01.8%NEW YORK TRA1.8%NEW YORK N Y1.8%JEFFERSON CN1.8%PORT AUTH N 1.8%JEA FLA ELEC1.7%
Nomura STAX · 0 holdings · tile size = share of the fund · as of Oct 29, 2026
All 307 Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2ReadDesk | 0.21% | 0.9% | +15.8% | +15.8% | $87.6B | |
| 2 | IWB | Russell 1000ReadDesk | 0.15% | 0.9% | +13.0% | +13.0% | $47.8B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average TrustReadDesk | 0.16% | 1.3% | +12.2% | +12.2% | $45.1B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ClassReadDesk | 0.17% | 0.9% | +15.9% | +15.9% | $45.0B | |
| 5 | SCHB | U.S. Broad MarketReadDesk | 0.03% | 1.0% | +13.3% | +13.3% | $44.0B | |
| 6 | DYNF | U.S. Equity Factor Rotation ActiveReadDesk | 0.26% | 0.8% | +12.3% | +12.3% | $41.8B | |
| 7 | VXF | Extended MarketReadDesk | 0.05% | 1.0% | +12.5% | +12.5% | $30.2B | |
| 8 | FNDX | Fundamental U.S. Large CompanyReadDesk | 0.25% | 1.4% | +23.4% | +23.4% | $28.4B | |
| 9 | DFUS | Dimensional U.S. EquityReadDesk | 0.09% | 0.9% | +13.4% | +13.4% | $21.4B | |
| 10 | IWV | Russell 3000ReadDesk | 0.20% | 0.9% | +13.3% | +13.3% | $20.2B | |
| 11 | OEF | S&P 100ReadDesk | 0.20% | 0.9% | +11.4% | +11.4% | $19.9B | |
| 12 | COWZ | Pacer US Cash Cows 100ReadDesk | 0.49% | 1.9% | +20.4% | +20.4% | $19.8B | |
| 13 | DUHP | U.S. High Relative Profitability Portfolio ClassReadDesk | 0.21% | 0.8% | +14.3% | +14.3% | $19.3B | |
| 14 | ESGU | ESG Aware MSCI USAReadDesk | 0.15% | 0.9% | +13.3% | +13.3% | $17.8B | |
| 15 | AVUS | Avantis U.S. EquityReadDesk | 0.15% | 0.9% | +16.8% | +16.8% | $14.6B | |
| 16 | DLCU | Dimensional US Large CompanyReadDesk | 0.09% | 0.2% | new | new | $14.2B |
1–16 of 307Page 1 of 20
Large Cap · current AUM · as of Nov 5, 2026
STAX Payouts by Year
3YLatest payout, Oct 2026
$0.08
a share · every month
3.2% yield
3.2% yield
3 years added up
$2.34 a share
$2.34 a share
Nomura STAX · per-share distributions by ex-date · 2024–2026
STAX’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2 ETFReadVersus | 0.21% | 0.9% | +1.5% | +15.8% | +17.7% | $87.6B | |
| 2 | IWB | iShares Russell 1000 ETFReadVersus | 0.15% | 0.9% | +1.5% | +13.0% | +13.2% | $47.8B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average ETF TrustReadVersus | 0.16% | 1.3% | +3.1% | +12.2% | +14.2% | $45.1B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ETF Class SharesReadVersus | 0.17% | 0.9% | +1.4% | +15.9% | +17.4% | $45.0B | |
| 5 | SCHB | Schwab U.S. Broad Market ETFReadVersus | 0.03% | 1.0% | +1.5% | +13.3% | +13.3% | $44.0B | |
| 6 | STAX | Nomura Tax-Free USA Short Term ETFThis fund | 0.29% | 3.2% | +0.2% | +1.3% | +1.9% | $11.3M |
#244 of 263 this year · #95 cheapest of 307 · sorted by assetsOpen the US Stock Styles table →
STAX and its peer group · total return · as of Nov 5, 2026
Cards for This View
STAX’s Top 10 Holdings
Today20.2%of STAX sits in these 10
1NEW YONew York Transn 5% 12/312.40%
2ILLINOIllinois St Go 5% 11/312.34%
3ST PAUSt Paul Minn Hsg 4% 10/302.15%
4CHICAGChicago Ill Wtr 5% 11/262.11%
5LOWNDELowndes Cnty Var 04/372.05%
6INDIANIndiana Fin Var 10/591.91%
7TOBACCTobacco 5% 06/291.83%
8NEW YONew York Transn 5% 01/281.82%
9NEW YONew York N Y Var 06/561.79%
10JEFFERJefferson Cnty 5% 10/301.79%
Nomura STAX · weight in the fund · as of Oct 29, 2026
STAX’s Holdings
TodayNEW YORK TRANSNew York Transn 5% 12/312.4%ILLINOIS ST 2.3%ST PAUL MINN2.2%CHICAGO ILL 2.1%LOWNDES CNTY2.0%INDIANA FIN 1.9%TOBACCO 5% 01.8%NEW YORK TRA1.8%NEW YORK N Y1.8%JEFFERSON CN1.8%PORT AUTH N 1.8%JEA FLA ELEC1.7%MINNEAPOLIS 1.7%PITTSBURGH P1.7%NATIONAL FIN1.6%ARIZONA INDL1.5%COLORADO EDL1.5%ST PAUL MINN1.4%NEW JERSEY S1.4%SALES TAX 5%1.4%LOS ANGELES 1.4%SALT VERDE 51.4%
NEW YORK TRANSNew York Transn 5% 12/312.4%ILLINOIS ST 2.3%ST PAUL MINN2.2%CHICAGO ILL 2.1%LOWNDES CNTY2.0%INDIANA FIN 1.9%TOBACCO 5% 01.8%NEW YORK TRA1.8%NEW YORK N Y1.8%JEFFERSON CN1.8%PORT AUTH N 1.8%JEA FLA ELEC1.7%
Nomura STAX · 0 holdings · tile size = share of the fund · as of Oct 29, 2026
STAX vs Peer Average
YTDSTAXAvsBPeer average
1D+0.2%+1.1%
1M+1.9%−1.2%
3M0.0%−0.5%
YTD+1.3%+12.3%
1Y+1.9%+13.1%
3Y[…]+76.8%
5Y[…]+60.9%
2–3Peer average wins
306 Large cap peers · each row scaled to its leader