STAX vs SCHB

ASTAX

BSCHB

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,686SCHB · VO $13,944

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

Nomura Tax-Free USA Short Term ETF · $11MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $18,033+21.7%

[…]5 years · per year[…] · $16,686+10.8%

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

3.20%12-mo yield$320 · $105 on $10k1.05%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

SCHB

Schwab U.S. Broad Market

$16,686

MeasureSTAXSCHB

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield3.20%1.05%

5 years, per year[…]+10.8%

3 years, per year[…]+21.7%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y1.8%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.5%	+2.0%	new	new	−2.7%	$11M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.5%	+2.0%	new	new	−2.7%	$11M

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