Compare · 2 funds side by side · dividends reinvested

SCHD and STAX

SCHDSchwab×STAXNomura×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and STAX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

STAX

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

$10,000 five years ago, dividends reinvested

SCHDMeasureSTAX

+31.4%Year to dateJan 1 → Nov 6+1.5%

+37.0%1 yearTotal return+2.1%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

3.00%Trailing 12-mo yield$300 · $320 a year on $10k3.20%

−6.9%Worst dropSmaller is better−2.7%

11.7%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs STAX: Top 5 Holdings

Today

SCHD

21.4%in top 5

STAX

in top 5[…]

SCHDStockSTAX

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHD vs STAX Returns, Every Period

SchwabSCHD

+37.0%

past year

STAXNomura

+2.1%

past year

SCHDSTAXFaded: behind in that period

2–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs STAX

YTD

SchwabSCHD

+31.4%

STAXNomura

+1.5%

+31.4%Year to date+1.5%

−6.9%Worst drop · 1Y−2.7%

11.7%Volatility · 1Y1.8%

3.0%Yield3.2%

$120BAssets$11.3M

3–1STAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, STAX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

STAX0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, STAX

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

STAX$320 − $29 = $291

KeptFee

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

Overlap: SCHD, STAX

Today

[…]holdings […]

SCHDSTAX

SCHD—[…]

STAX[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

STAXWorst drop−2.7%1.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHD

+1.5%Year to date+31.4%

3.2%Yield3.0%

+2.1%Past year+37.0%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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