ETF Versus

SCHB vs VTV

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

Last updated: 2026-04-02

SCHB

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
VTV

Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. 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 13.5%).

Key Metrics

Metric SCHB VTV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Large 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%
VTV +47.7%

Performance Comparison

Period SCHB VTV Difference
1 Month -3.62% -3.72% +0.10%
3 Months -3.84% +2.00% -5.84%
6 Months -2.43% +4.99% -7.42%
YTD -3.84% +2.00% -5.84%
1 Year +16.27% +13.50% +2.77%
3 Years +58.12% +41.26% +16.86%
5 Years +53.27% +47.66% +5.61%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHB Fees VTV 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 VTV
Annualized Volatility 17.3% 13.9%
Max Drawdown -26.2% -18.1%
Sharpe Ratio 0.32 0.31

Dividend Comparison

Metric SCHB VTV
Annual Dividend (per share) $0.30 $3.97
Dividend Yield 1.17% 2.02%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHB if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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