Compare · 3 funds side by side · dividends reinvested

STAX, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

STAX, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

STAX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

STAXMeasureSCHD

+1.5%Year to dateJan 1 → Nov 6+31.4%

+2.1%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

3.20%Trailing 12-mo yield$320 · $300 a year on $10k3.00%

−2.7%Worst dropSmaller is better−6.9%

1.8%VolatilityLower is calmer11.7%

STAXSCHD 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

STAX vs SCHD: Top 5 Holdings

Today

STAX

[…]in top 5

SCHD

in top 521.4%

STAXStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

STAX vs SCHD Returns, Every Period

NomuraSTAX

+2.1%

past year

SCHDSchwab

+37.0%

past year

STAXSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: STAX vs SCHD

YTD

NomuraSTAX

+1.5%

SCHDSchwab

+31.4%

+1.5%Year to date+31.4%

−2.7%Worst drop · 1Y−6.9%

1.8%Volatility · 1Y11.7%

3.2%Yield3.0%

$11.3MAssets$120B

3–1STAX wins

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

Cost, Income and Risk

Fees: STAX, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

STAX0.29%$29

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

Yields: STAX, SCHD, IWF

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD3.00%$300

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

STAX$320 − $29 = $291

IWF$39 − $18 = $21

KeptFee

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

Overlap: STAX, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

STAXSCHDIWF

STAX—[…][…]

SCHD[…]—3.7%

IWF[…]3.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

STAXWorst drop−2.7%1.8% vol

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

STAXSCHD

+1.5%Year to date+31.4%

3.2%Yield3.0%

+2.1%Past year+37.0%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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$59.1B

1–1level

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