Compare · 2 funds side by side · dividends reinvested

STAX and SCHB

STAXNomura×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

STAX and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.3%+1.9%[…][…]−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 5, 2026 · returns include dividends · since: STAX 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested

STAXMeasureSCHB

+1.3%Year to dateJan 1 → Nov 5+13.3%

+1.9%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $104 a year on $10k1.04%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

STAX vs SCHB: Top 5 Holdings

Today

STAX

[…]in top 5

SCHB

in top 524.8%

STAXStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STAX vs SCHB Returns, Every Period

NomuraSTAX

+1.9%

past year

SCHBSchwab

+13.3%

past year

STAXSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

STAX vs SCHB

YTD

NomuraSTAX

+1.3%

SCHBSchwab

+13.3%

+1.3%Year to date+13.3%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.1%

3.2%Yield1.0%

$11.3MAssets$44.9B

3–1STAX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

STAX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STAX, SCHB

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHB1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHB

Today

[…]holdings […]

STAXSCHB

STAX—[…]

SCHB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

STAXWorst drop−2.7%1.8% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHB

+1.3%Year to date+13.3%

3.2%Yield1.0%

+1.9%Past year+13.3%

0.29%Fee0.03%

3–1SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026