Compare · 3 funds side by side · dividends reinvested

STAX, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

STAX, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.9

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: STAX 2023 · SCHB 2009 · IJH 2000

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 · $43.2B$16,705

$10,000 five years ago, dividends reinvested

STAXMeasureSCHB

+1.6%Year to dateJan 1 → Nov 9+11.5%

+2.1%1 yearTotal return+13.7%

[…]3 years · per year$10,000 became […] · $18,080+21.8%

[…]5 years · per year$10,000 became […] · $16,705+10.8%

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

3.20%Trailing 12-mo yield$320 · $106 a year on $10k1.06%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer14.0%

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

3–3Level

End-of-day Nov 9, 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 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

STAX vs SCHB Returns, Every Period

NomuraSTAX

+2.1%

past year

SCHBSchwab

+13.7%

past year

STAXSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

STAX vs IJH

YTD

NomuraSTAX

+1.6%

IJHiShares

+13.6%

+1.6%Year to date+13.6%

−2.7%Worst drop · 1Y−8.8%

1.8%Volatility · 1Y15.8%

3.2%Yield1.2%

$11.3MAssets$121B

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STAX, SCHB, IJH

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

IJH1.21%$121

SCHB1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IJH$121 − $5 = $116

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

STAXSCHBIJH

STAX—[…][…]

SCHB[…]—4.7%

IJH[…]4.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

STAXWorst drop−2.7%1.8% vol

SCHBWorst drop−8.9%14.0% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXIJH

+1.6%Year to date+13.6%

3.2%Yield1.2%

+2.1%Past year+17.5%

0.29%Fee0.05%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026