Compare · 2 funds side by side · dividends reinvested

SCHA and VUG

SCHASchwab×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

SCHA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.8%+21.4%+22.2%+7.0%−11.2%18.6%$22.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHA 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.1B$14,025

SCHA

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHAMeasureVUG

+18.8%Year to dateJan 1 → Nov 4+6.3%

+21.4%1 yearTotal return+3.4%

+22.2%3 years · per year$10,000 became $18,236 · $19,712+25.4%

+7.0%5 years · per year$10,000 became $14,025 · $17,153+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.10%Trailing 12-mo yield$110 · $40 a year on $10k0.40%

−11.2%Worst dropSmaller is better−16.1%

18.6%VolatilityLower is calmer18.2%

SCHAVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3SCHA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHA vs VUG: Top 5 Holdings

Today

SCHA

1.6%in top 5

VUG

in top 545.2%

SCHAStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

SCHA vs VUG Returns, Every Period

SchwabSCHA

+7.0%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SCHAVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHA vs VUG

YTD

SchwabSCHA

+18.8%

VUGVanguard

+6.3%

+18.8%Year to date+6.3%

−11.2%Worst drop · 1Y−16.1%

18.6%Volatility · 1Y18.2%

1.1%Yield0.4%

$22.1BAssets$233B

3–1SCHA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHA, VUG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VUG0.03%$3

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHA, VUG

1.10%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.10%$110

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHA, VUG

Today

0.1%most shared, SCHA and VUG

SCHAVUG

SCHA—0.1%

VUG0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%SCHA, at 18.6% volatility

VUGWorst drop−16.1%18.2% vol

SCHAWorst drop−11.2%18.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHAVUG

+18.8%Year to date+6.3%

1.1%Yield0.4%

+21.4%Past year+3.4%

0.03%Fee0.03%

3–0SCHA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026