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SCHK vs VIOO

Schwab 1000 ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

VIOO

Vanguard S&P Small-Cap 600 Index Fund ETF Shares

Annual cost

0.07%

Fund size

$5.9B

Key differences

Both SCHK and VIOO are equity ETFs. SCHK charges 0.03% a year and VIOO 0.07%. The main difference: Over the last three years, SCHK has delivered higher annualized returns.

  • Over the last three years, SCHK has delivered higher annualized returns.
  • VIOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKVIOO
Annual cost (TER)0.03%0.07%
Fund size (AUM)$5.7B$5.9B
Since20172010
Dividend yield1.00%1.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+34.0%
CAGR 3Y+21.8%+14.6%
CAGR 5Y+12.8%+6.2%
Sharpe 3Y1.140.60
Volatility 1Y12.65%17.80%
Max drawdown-34.80%-44.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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