ETF Versus

SCHV vs VB

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

Last updated: 2026-04-02

SCHV

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-12-15
VB

Vanguard Small-Cap Index Fund ETF Shares (VB) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. 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

VB has edged ahead over the past year (16.5% vs 14.5%).

Key Metrics

Metric SCHV VB
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

75 90 105 120 135 150 2021-04 2022-06 2023-09 2024-12 2026-04
SCHV +38.4%
VB +20.7%

Performance Comparison

Period SCHV VB Difference
1 Month -3.53% -3.87% +0.34%
3 Months +2.41% +0.71% +1.70%
6 Months +4.76% +2.02% +2.74%
YTD +2.41% +0.71% +1.70%
1 Year +14.51% +16.54% -2.03%
3 Years +39.35% +39.02% +0.33%
5 Years +38.43% +20.71% +17.72%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHV Fees VB 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 SCHV VB
Annualized Volatility 14.6% 20.8%
Max Drawdown -21.1% -28.8%
Sharpe Ratio 0.21 0.07

Dividend Comparison

Metric SCHV VB
Annual Dividend (per share) $0.60 $3.50
Dividend Yield 1.96% 1.33%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VB if...

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

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