Compare · 3 funds side by side · dividends reinvested

STAX, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

STAX, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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: STAX 2023 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested

STAXMeasureVUG

+1.5%Year to dateJan 1 → Nov 6+1.4%

+2.1%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

3.20%Trailing 12-mo yield$320 · $42 a year on $10k0.42%

−2.7%Worst dropSmaller is better−15.1%

1.8%VolatilityLower is calmer19.0%

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

5–1STAX wins

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

More Ways to See the Pairs

STAX vs VUG: Top 5 Holdings

Today

STAX

[…]in top 5

VUG

in top 545.2%

STAXStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

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

STAX vs VUG Returns, Every Period

NomuraSTAX

+2.1%

past year

VUGVanguard

+0.2%

past year

STAXVUGFaded: behind in that period

2–0STAX wins

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

STAX vs SCHB

YTD

NomuraSTAX

+1.5%

SCHBSchwab

+8.8%

+1.5%Year to date+8.8%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.8%

3.2%Yield1.1%

$11.3MAssets$43.2B

3–1STAX wins

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

Cost, Income and Risk

Fees: STAX, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

STAX0.29%$29

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

Yields: STAX, SCHB, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHB1.09%$109

VUG0.42%$42

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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

Overlap: STAX, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

STAXSCHBVUG

STAX—[…][…]

SCHB[…]—50.0%

VUG[…]50.0%—

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

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

STAXSCHB

+1.5%Year to date+8.8%

3.2%Yield1.1%

+2.1%Past year+9.7%

0.29%Fee0.03%

3–1SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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