Screener
SCHQ vs STAX
Schwab Long-Term U.S. Treasury ETF vs Nomura Tax-Free USA Short Term ETF
Key differences
Both SCHQ and STAX are fixed income ETFs. SCHQ charges 0.03% a year and STAX 0.29%. The main difference: SCHQ follows a index tracking strategy; STAX uses active selection.
- SCHQ follows a index tracking strategy; STAX uses active selection.
- SCHQ costs 0.26% less per year.
- SCHQ is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SCHQ | STAX | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.29% |
| Fund size (AUM) | $788M | $6M |
| Since | 2019 | 2023 |
| Dividend yield | 4.74% | 3.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.9% | +4.0% |
| CAGR 3Y | -1.3% | N/A |
| CAGR 5Y | -5.2% | N/A |
| Sharpe 3Y | -0.32 | N/A |
| Volatility 1Y | 8.82% | 1.03% |
| Max drawdown | -46.13% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.