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SCHX vs VIOO

Schwab U.S. Large-Cap ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

VIOO

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

Vanguard

Annual cost

0.07%

Fund size

$5.8B

Key differences

  • SCHX is significantly larger than VIOO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHX has delivered higher annualized returns.

Side-by-side comparison

SCHXVIOO
Annual cost (TER)0.03%0.07%
Fund size (AUM)$68.2B$5.8B
Since20092010
Dividend yield1.06%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+33.2%
CAGR 3Y+23.2%+15.4%
CAGR 5Y+13.4%+5.9%
Sharpe 3Y1.230.63
Volatility 1Y12.16%17.72%
Max drawdown-34.33%-44.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHX and VIOO