SCHB vs STAX

ASCHB

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]SCHB and STAX

SCHB

STAX

Schwab U.S. Broad Market ETF · $42.9BNomura Tax-Free USA Short Term ETF · $11M

+21.6%3 years · per year$17,991 · […][…]

+10.4%5 years · per year$16,377 · […][…]

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.09%12-mo yield$109 · $320 on $10k3.20%

−8.9%Worst dropSmaller wins−2.7%

13.8%VolatilityLower wins1.8%

1–3STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · STAX

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHB vs STAX

SCHB

Schwab U.S. Broad Market

$16,377

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureSCHBSTAX

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.09%3.20%

5 years, per year+10.4%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−8.9%−2.7%

Volatility · 1Y13.8%1.8%

3–1measures won
STAX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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

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

Overlap: SCHB, STAX

Today

[…]holdings […]

SCHBSTAX

SCHB—[…]

STAX[…]—

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

SCHB$109 − $3 = $106

KeptFee

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