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$16,377SCHB · 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%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.4

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: STAX 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $42.9B$16,377

SCHB

STAX

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

$10,000 five years ago, dividends reinvested

SCHBMeasureSTAX

+8.8%Year to dateJan 1 → Nov 6+1.5%

+9.7%1 yearTotal return+2.1%

+21.6%3 years · per year$10,000 became $17,991 · […][…]

+10.4%5 years · per year$10,000 became $16,377 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.09%Trailing 12-mo yield$109 · $320 a year on $10k3.20%

−8.9%Worst dropSmaller is better−2.7%

13.8%VolatilityLower is calmer1.8%

SCHBSTAX 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

SCHB vs STAX: Top 5 Holdings

Today

SCHB

24.8%in top 5

STAX

in top 5[…]

SCHBStockSTAX

7.1%AAPLnot top 5

6.2%NVDAnot top 5

5.6%MSFTnot top 5

3.6%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common[…]

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

SCHB vs STAX Returns, Every Period

SchwabSCHB

+9.7%

past year

STAXNomura

+2.1%

past year

SCHBSTAXFaded: behind in that period

2–0SCHB wins

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

SCHB vs STAX

YTD

SchwabSCHB

+8.8%

STAXNomura

+1.5%

+8.8%Year to date+1.5%

−8.9%Worst drop · 1Y−2.7%

13.8%Volatility · 1Y1.8%

1.1%Yield3.2%

$42.9BAssets$11.3M

3–1STAX wins

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

Yields: STAX, SCHB

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHB1.09%$109

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

KeptFee

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

Overlap: STAX, SCHB

Today

[…]holdings […]

STAXSCHB

STAX—[…]

SCHB[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SCHB, at 13.8% volatility

STAXWorst drop−2.7%1.8% vol

SCHBWorst drop−8.9%13.8% 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 Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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

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