Compare · 3 funds side by side · dividends reinvested

SCHB, STAX and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,600SCHB · best of the three

Story of the three · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the three · RiskSmallest drop

SCHB, STAX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.1B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SCHB 2009 · STAX 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.1B$16,600

SCHB

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

SCHBMeasure

More Ways to See the Pairs

SCHB vs STAX: Top 5 Holdings

Today

SCHB

24.8%in top 5

STAX

in top 5[…]

SCHBStockSTAX

7.0%AAPLnot top 5

6.3%NVDAnot top 5

5.5%MSFTnot top 5

3.6%AMZNnot top 5

2.3%GOOGLnot top 5

Cost, Income and Risk

Fees: SCHB, STAX, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: SCHB, STAX, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

STAX

+11.1%Year to dateJan 1 → Nov 10+1.4%

+13.1%1 yearTotal return+1.9%

+21.2%3 years · per year$10,000 became $17,818 · […][…]

+10.7%5 years · per year$10,000 became $16,600 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.06%Trailing 12-mo yield$106 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.7%

14.0%VolatilityLower is calmer1.8%

SCHBSTAX Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

SCHB vs STAX Returns, Every Period

1Y

SchwabSCHB

+13.1%

past year

STAXNomura

+1.9%

past year

SCHBSTAXFaded: behind in that period

2–0SCHB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SCHB vs STAX

YTD

SchwabSCHB

+11.1%

STAXNomura

+1.4%

+11.1%Year to date+1.4%

−8.9%Worst drop · 1Y−2.7%

14.0%Volatility · 1Y1.8%

1.1%Yield3.2%

$44.1BAssets$11.4M

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHB, STAX, IWF

Today

52.9%most shared, SCHB and IWF

SCHBSTAXIWF

SCHB—[…]52.9%

STAX[…]—[…]

IWF52.9%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SCHB, at 14.0% volatility

STAXWorst drop−2.7%1.8% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHB

+1.4%Year to date+11.1%

3.2%Yield1.1%

+1.9%Past year+13.1%

0.29%Fee0.03%

3–1SCHB wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SCHB, STAX and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three