ETF Versus

SCHG vs VBR

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

Last updated: 2026-04-02

SCHG

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04
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

Both funds have delivered similar 1-year returns (15.5% vs 15.0%), tracking closely.

Key Metrics

Metric SCHG VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
SCHG +75.0%
VBR +29.6%

Performance Comparison

Period SCHG VBR Difference
1 Month -4.01% -4.01% +0.00%
3 Months -9.51% +1.73% -11.24%
6 Months -9.06% +3.54% -12.60%
YTD -9.51% +1.73% -11.24%
1 Year +15.51% +15.02% +0.49%
3 Years +80.24% +37.32% +42.92%
5 Years +74.98% +29.61% +45.37%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG 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 SCHG VBR
Annualized Volatility 22.3% 19.9%
Max Drawdown -35.0% -25.1%
Sharpe Ratio 0.41 0.14

Dividend Comparison

Metric SCHG VBR
Annual Dividend (per share) $0.13 $4.14
Dividend Yield 0.43% 1.90%
Distribution Frequency Quarterly Quarterly

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