SCHB vs STAX

ASCHB

BSTAX

Measures won1–3STAX wins · of 6 · 5Y

$10,000 · 5Y$16,600SCHB · IWF $15,699

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

Schwab U.S. Broad Market ETF · $44.1BNomura Tax-Free USA Short Term ETF · $11M

+21.2%3 years · per year$17,818 · […][…]

+10.7%5 years · per year$16,600 · […][…]

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

1.06%12-mo yield$106 · $320 on $10k3.20%

Cards for this view

SCHB

Schwab U.S. Broad Market

$16,600

STAX

Nomura Tax-Free USA Short Term

[…]

MeasureSCHBSTAX

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.06%3.20%

5 years, per year+10.7%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.9%−2.7%

Volatility · 1Y14.0%1.8%

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
3	BSTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

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