Compare · 4 funds side by side · dividends reinvested

STAX, SCHD, VO and VUG

STAXNomura×SCHDSchwab×VOVanguard×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeSTAX · 3.20% · $320 a year on $10k

Story of the four · RiskSmallest drop

STAX, SCHD, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: STAX 2023 · SCHD 2011 · 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 SCHD: Top 5 Holdings

Today

STAX

[…]in top 5

SCHD

in top 521.4%

STAXStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: STAX, SCHD, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

SCHD0.06%$6

STAX0.29%$29

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested

STAXMeasureSCHD

+1.4%Year to dateJan 1 → Nov 10+33.8%

+1.9%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

3.20%Trailing 12-mo yield$320 · $294 a year on $10k2.94%

−2.7%Worst dropSmaller is better−6.9%

1.8%VolatilityLower is calmer11.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

STAX vs SCHD Returns, Every Period

1Y

NomuraSTAX

+1.9%

past year

SCHDSchwab

+38.8%

past year

STAXSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs SCHD

YTD

NomuraSTAX

+1.4%

SCHDSchwab

+33.8%

+1.4%Year to date+33.8%

−2.7%Worst drop · 1Y−6.9%

1.8%Volatility · 1Y11.8%

3.2%Yield2.9%

$11.3MAssets$122B

3–1STAX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: STAX, SCHD, VO, VUG

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD2.94%$294

VO1.35%$135

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, STAX

STAX$320 − $29 = $291

SCHD$294 − $6 = $288

VO$135 − $3 = $132

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHD, VO, VUG

Today

10.2%most shared, VO and VUG

STAXSCHDVOVUG

STAX—[…][…][…]

SCHD[…]—6.9%0.8%

VO[…]6.9%—10.2%

VUG[…]0.8%10.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

STAXWorst drop−2.7%1.8% vol

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHD

+1.4%Year to date+33.8%

3.2%Yield2.9%

+1.9%Past year+38.8%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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STAX, SCHD, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four