Compare · 3 funds side by side · dividends reinvested

STAX, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

STAX, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · SCHD 2011 · VTV 2004

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 · $123B$16,375

$10,000 five years ago, dividends reinvested

STAXMeasureSCHD

+1.5%Year to dateJan 1 → Nov 5+32.3%

+2.0%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

3.20%Trailing 12-mo yield$320 · $298 a year on $10k2.98%

−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 5, 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 521.7%

STAXStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STAX vs SCHD Returns, Every Period

NomuraSTAX

+2.0%

past year

SCHDSchwab

+38.7%

past year

STAXSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: STAX vs SCHD

YTD

NomuraSTAX

+1.5%

SCHDSchwab

+32.3%

+1.5%Year to date+32.3%

−2.7%Worst drop · 1Y−6.9%

1.8%Volatility · 1Y11.7%

3.2%Yield3.0%

$11.3MAssets$123B

3–1STAX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

STAX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STAX, SCHD, VTV

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD2.98%$298

VTV1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

STAX$320 − $29 = $291

VTV$186 − $3 = $183

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

STAXSCHDVTV

STAX—[…][…]

SCHD[…]—17.9%

VTV[…]17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHD

+1.5%Year to date+32.3%

3.2%Yield3.0%

+2.0%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026