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SCHK vs VIOV

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

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

VIOV

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

Annual cost

0.10%

Fund size

$1.9B

Key differences

Both SCHK and VIOV are equity ETFs. SCHK charges 0.03% a year and VIOV 0.10%. The main difference: SCHK costs 0.07% less per year.

  • SCHK costs 0.07% less per year.
  • SCHK is much larger than VIOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHK has delivered higher annualized returns.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKVIOV
Annual cost (TER)0.03%0.10%
Fund size (AUM)$5.7B$1.9B
Since20172010
Dividend yield1.00%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+38.5%
CAGR 3Y+21.8%+14.3%
CAGR 5Y+12.8%+6.3%
Sharpe 3Y1.140.57
Volatility 1Y12.65%18.47%
Max drawdown-34.80%-47.36%

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

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