Compare · 4 funds side by side · dividends reinvested

STAX, SCHB, VO and VUG

STAXNomura×SCHBSchwab×VOVanguard×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,423SCHB · best of the four

Story of the four · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the four · RiskSmallest drop

STAX, SCHB, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.9

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: STAX 2023 · SCHB 2009 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

More Ways to See the Pairs

STAX vs SCHB: Top 5 Holdings

Today

STAX

[…]in top 5

SCHB

in top 523.8%

STAXStockSCHB

not top 5AAPL7.1%

not top 5NVDA5.5%

not top 5MSFT5.3%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Cost, Income and Risk

Fees: STAX, SCHB, VO, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VO0.03%$3

VUG0.03%$3

STAX0.29%$29

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

$10,000 five years ago, dividends reinvested

STAXMeasureSCHB

+1.0%Year to dateJan 1 → Nov 13+11.5%

+1.5%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,836+21.3%

[…]5 years · per year$10,000 became […] · $16,423+10.4%

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

3.21%Trailing 12-mo yield$321 · $106 a year on $10k1.06%

−2.7%Worst dropSmaller is better−8.9%

1.9%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

STAX vs SCHB Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

SCHBSchwab

+11.6%

past year

STAXSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

STAX vs VO

YTD

NomuraSTAX

+1.0%

VOVanguard

+14.0%

+1.0%Year to date+14.0%

−2.7%Worst drop · 1Y−8.2%

1.9%Volatility · 1Y13.2%

3.2%Yield1.3%

$11.3MAssets$103B

3–1STAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: STAX, SCHB, VO, VUG

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

VO1.35%$135

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VO$135 − $3 = $132

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHB, VO, VUG

Today

50.5%most shared, SCHB and VUG

STAXSCHBVOVUG

STAX—[…][…][…]

SCHB[…]—15.4%50.5%

VO[…]15.4%—10.2%

VUG[…]50.5%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.7%VO, at 13.2% volatility

STAXWorst drop−2.7%1.9% vol

VOWorst drop−8.2%13.2% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVO

+1.0%Year to date+14.0%

3.2%Yield1.3%

+1.5%Past year+13.7%

0.29%Fee0.03%

3–1VO wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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STAX, SCHB, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four