Compare · 3 funds side by side · dividends reinvested

STAX, SCHD and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

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

Story of the three · RiskSmallest drop

STAX, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: STAX 2023 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested

STAXMeasureVO

More Ways to See the Pairs

STAX vs VO: Top 5 Holdings

Today

STAX

[…]in top 5

VO

in top 55.3%

STAXStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: STAX, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

STAX0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: STAX, SCHD, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+1.0%Year to dateJan 1 → Nov 12+14.0%

+1.5%1 yearTotal return+13.7%

[…]3 years · per year$10,000 became […] · $16,605+18.4%

[…]5 years · per year$10,000 became […] · $13,809+6.7%

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

3.21%Trailing 12-mo yield$321 · $135 a year on $10k1.35%

−2.7%Worst dropSmaller is better−8.2%

1.9%VolatilityLower is calmer13.2%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

STAX vs VO Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

VOVanguard

+13.7%

past year

STAXVOFaded: behind in that period

0–2VO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs SCHD

YTD

NomuraSTAX

+1.0%

SCHDSchwab

+34.2%

+1.0%Year to date+34.2%

−2.7%Worst drop · 1Y−6.9%

1.9%Volatility · 1Y11.7%

3.2%Yield2.9%

$11.3MAssets$124B

3–1STAX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

SCHD2.93%$293

VO1.35%$135

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

SCHD$293 − $6 = $287

VO$135 − $3 = $132

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHD, VO

Today

6.9%most shared, SCHD and VO

STAXSCHDVO

STAX—[…][…]

SCHD[…]—6.9%

VO[…]6.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

STAXWorst drop−2.7%1.9% vol

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHD

+1.0%Year to date+34.2%

3.2%Yield2.9%

+1.5%Past year+36.8%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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STAX, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three