STAX vs SCHB

ASTAX

BSCHB

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IJH $14,049

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[…]STAX and SCHB

STAX

SCHB

Nomura Tax-Free USA Short Term ETF · $11MSchwab U.S. Broad Market ETF · $43.2B

[…]3 years · per year[…] · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

3.20%12-mo yield$320 · $106 on $10k1.06%

−2.7%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins14.0%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · SCHB

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STAX vs SCHB

STAX

Nomura Tax-Free USA Short Term

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureSTAXSCHB

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield3.20%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%14.0%

3–1measures won
STAX first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: STAX, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

STAXSCHBIJH

STAX—[…][…]

SCHB[…]—4.7%

IJH[…]4.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

IJH$121 − $5 = $116

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee