STAX vs SCHD

ASTAX

BSCHD

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · VO $13,829

Lowest cost0.03%VO · $3 on $10k

Most income3.20%STAX · $320 on $10k

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

Held in common[…]STAX and SCHD

Nomura Tax-Free USA Short Term ETF · $11MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

3.20%12-mo yield$320 · $294 on $10k2.94%

Cards for this view

STAX

Nomura Tax-Free USA Short Term

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureSTAXSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield3.20%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−2.7%−6.9%

Volatility · 1Y1.8%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	−0.2%	+1.4%	+1.9%	new	new	−2.7%	$11M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ASTAX	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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