DFAC vs STAX
YTDYear to date
DFAC wins+9.9 pts
Past year
DFAC wins+11.7 pts
Fee
DFAC winslower fee
Yield
STAX wins+2.3 pts
AUM
DFAC7551.7× more
3–1DFAC wins
DFAC and STAX · year-to-date · as of Nov 7, 2026 · AUM not scored
STAX vs S&P 500
5Y$25.18 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.1%+2.2%+0.2%+1.5%+2.1%——+10.0%
Peer average+0.2%−3.8%−4.4%+8.6%+10.0%+68.2%+53.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Nomura STAX and Vanguard VOO · total return, dividends in · as of Nov 7, 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 · 82 holdings · tile size = share of the fund · as of Oct 29, 2026
All 307 Large Cap ETFs
5Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2ReadDesk | 0.21% | 0.9% | +11.4% | +65.2% | $85.6B | |
| 2 | IWB | Russell 1000ReadDesk | 0.15% | 0.9% | +8.5% | +65.8% | $46.6B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average TrustReadDesk | 0.16% | 1.4% | +7.8% | +55.9% | $45.9B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ClassReadDesk | 0.17% | 0.9% | +11.5% | new | $43.9B | |
| 5 | SCHB | U.S. Broad MarketReadDesk | 0.03% | 1.1% | +8.8% | +63.8% | $43.2B | |
| 6 | DYNF | U.S. Equity Factor Rotation ActiveReadDesk | 0.26% | 0.9% | +7.6% | +84.0% | $40.6B | |
| 7 | VXF | Extended MarketReadDesk | 0.05% | 1.1% | +8.4% | +24.3% | $30.2B | |
| 8 | FNDX | Fundamental U.S. Large CompanyReadDesk | 0.25% | 1.5% | +19.3% | +85.9% | $28.0B | |
| 9 | DFUS | Dimensional U.S. EquityReadDesk | 0.09% | 0.9% | +8.8% | +69.0% | $20.9B | |
| 10 | IWV | Russell 3000ReadDesk | 0.20% | 0.9% | +8.7% | +63.2% | $19.7B | |
| 11 | OEF | S&P 100ReadDesk | 0.20% | 0.9% | +6.7% | +81.4% | $19.4B | |
| 12 | COWZ | Pacer US Cash Cows 100ReadDesk | 0.49% | 2.0% | +16.7% | +70.1% | $19.3B | |
| 13 | DUHP | U.S. High Relative Profitability Portfolio ClassReadDesk | 0.21% | 0.9% | +9.2% | new | $18.8B | |
| 14 | ESGU | ESG Aware MSCI USAReadDesk | 0.15% | 1.0% | +8.6% | +62.5% | $17.3B | |
| 15 | AVUS | Avantis U.S. EquityReadDesk | 0.15% | 1.0% | +12.2% | +69.9% | $14.3B | |
| 16 | SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock MarketReadDesk | 0.03% | 1.1% | +9.0% | +69.1% | $14.2B |
1–16 of 307Page 1 of 20
Large Cap · current AUM · as of Nov 7, 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% | +0.2% | +11.4% | +13.8% | $85.6B | |
| 2 | IWB | iShares Russell 1000 ETFReadVersus | 0.15% | 0.9% | +0.4% | +8.5% | +9.6% | $46.6B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average ETF TrustReadVersus | 0.16% | 1.4% | −0.4% | +7.8% | +9.9% | $45.9B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ETF Class SharesReadVersus | 0.17% | 0.9% | +0.2% | +11.5% | +13.4% | $43.9B | |
| 5 | SCHB | Schwab U.S. Broad Market ETFReadVersus | 0.03% | 1.1% | +0.4% | +8.8% | +9.7% | $43.2B | |
| 6 | STAX | Nomura Tax-Free USA Short Term ETFThis fund | 0.29% | 3.2% | +0.1% | +1.5% | +2.1% | $11.3M |
#232 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 7, 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 · 82 holdings · tile size = share of the fund · as of Oct 29, 2026
STAX vs Peer Average
YTDSTAXAvsBPeer average
1D+0.1%+0.2%
1M+2.2%−3.8%
3M+0.2%−4.4%
YTD+1.5%+8.6%
1Y+2.1%+10.0%
3Y[…]+68.2%
5Y[…]+53.7%
2–3Peer average wins
306 Large cap peers · each row scaled to its leader