Compare · 3 funds side by side · dividends reinvested

STAX, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

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

Story of the three · RiskSmallest drop

STAX, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.4%+1.9%[…][…]−2.7%1.8%$11M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$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 10, 2026 · returns include dividends · since: STAX 2023 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested

STAXMeasure

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, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

STAX0.29%$29

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

Yields: STAX, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

+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%

$11.4MAssets$123B

3–1STAX wins

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

1Y

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

SCHD2.94%$294

VTV1.83%$183

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

VTV$183 − $3 = $180

KeptFee

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% 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

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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STAX, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three