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VIOV vs SCHA

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

VIOV

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

Annual cost

0.10%

Fund size

$1.9B

SCHA

Schwab U.S. Small-Cap ETF

Annual cost

0.04%

Fund size

$22.8B

Key differences

Both VIOV and SCHA are equity ETFs. VIOV charges 0.10% a year and SCHA 0.04%. The main difference: SCHA costs 0.06% less per year.

  • SCHA costs 0.06% less per year.
  • SCHA is much larger than VIOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHA has delivered higher annualized returns.

Side-by-side comparison

VIOVSCHA
Annual cost (TER)0.10%0.04%
Fund size (AUM)$1.9B$22.8B
Since20102009
Dividend yield1.59%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+41.1%
CAGR 3Y+14.3%+18.7%
CAGR 5Y+6.3%+7.4%
Sharpe 3Y0.570.77
Volatility 1Y18.47%18.62%
Max drawdown-47.36%-42.41%

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

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