ETF Versus

SCHV vs VBR

Schwab U.S. Large-Cap Value ETF vs Vanguard Small-Cap Value 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
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 (14.5% vs 15.0%), tracking closely.

Key Metrics

Metric SCHV VBR
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 Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 98 111 124 137 150 2021-04 2022-06 2023-09 2024-12 2026-04
SCHV +38.4%
VBR +29.6%

Performance Comparison

Period SCHV VBR Difference
1 Month -3.53% -4.01% +0.48%
3 Months +2.41% +1.73% +0.68%
6 Months +4.76% +3.54% +1.22%
YTD +2.41% +1.73% +0.68%
1 Year +14.51% +15.02% -0.51%
3 Years +39.35% +37.32% +2.03%
5 Years +38.43% +29.61% +8.82%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHV 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 SCHV VBR
Annualized Volatility 14.6% 19.9%
Max Drawdown -21.1% -25.1%
Sharpe Ratio 0.21 0.14

Dividend Comparison

Metric SCHV VBR
Annual Dividend (per share) $0.60 $4.14
Dividend Yield 1.96% 1.90%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs SCHV IJR vs VBR ITOT vs SCHV ITOT vs VBR IVV vs SCHV IVV vs VBR IWD vs SCHV IWD vs VBR