ETF Versus

SCHB vs VBR

Schwab U.S. Broad Market ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

SCHB has edged ahead over the past year (16.3% vs 15.0%).

Key Metrics

Metric SCHB VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 97 114 131 148 165 2021-04 2022-06 2023-09 2024-12 2026-04
SCHB +53.3%
VBR +29.6%

Performance Comparison

Period SCHB VBR Difference
1 Month -3.62% -4.01% +0.39%
3 Months -3.84% +1.73% -5.57%
6 Months -2.43% +3.54% -5.97%
YTD -3.84% +1.73% -5.57%
1 Year +16.27% +15.02% +1.25%
3 Years +58.12% +37.32% +20.80%
5 Years +53.27% +29.61% +23.66%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHB Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric SCHB VBR
Annualized Volatility 17.3% 19.9%
Max Drawdown -26.2% -25.1%
Sharpe Ratio 0.32 0.14

Dividend Comparison

Metric SCHB VBR
Annual Dividend (per share) $0.30 $4.14
Dividend Yield 1.17% 1.90%
Distribution Frequency Quarterly Quarterly

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