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VB vs SCHX

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

VB

Vanguard Small-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$177.4B

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • Over the last 3 years, SCHX has delivered higher annualized returns.
  • VB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VBSCHX
Annual cost (TER)0.03%0.03%
Fund size (AUM)$177.4B$68.2B
Since20042009
Dividend yield1.23%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+28.6%
CAGR 3Y+17.5%+23.2%
CAGR 5Y+7.2%+13.4%
Sharpe 3Y0.761.23
Volatility 1Y16.41%12.16%
Max drawdown-42.05%-34.33%

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

Similar to VB and SCHX