Compare · 3 funds side by side · dividends reinvested

SCHB, VTV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SCHB, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHB 2009 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $43.2B$16,377

SCHB

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

SCHBMeasureVTV

+8.8%Year to dateJan 1 → Nov 6+18.5%

+9.7%1 yearTotal return+22.9%

+21.6%3 years · per year$10,000 became $17,991 · $17,687+20.9%

+10.4%5 years · per year$10,000 became $16,377 · $17,585+12.0%

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

1.09%Trailing 12-mo yield$109 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.4%

13.8%VolatilityLower is calmer10.7%

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

1–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs VTV: Top 5 Holdings

Today

SCHB

24.8%in top 5

VTV

in top 515.8%

SCHBStockVTV

7.1%AAPLnot top 5

6.2%NVDAnot top 5

5.6%MSFTnot top 5

not top 5MU4.6%

3.6%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

2.3%GOOGLnot top 5

Held in common39.6%

End-of-day Nov 6, 2026 · share of each fund

SCHB vs VTV Returns, Every Period

SchwabSCHB

+10.4%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SCHBVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHB vs VTV

YTD

SchwabSCHB

+8.8%

VTVVanguard

+18.5%

+8.8%Year to date+18.5%

−8.9%Worst drop · 1Y−6.4%

13.8%Volatility · 1Y10.7%

1.1%Yield1.9%

$43.2BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, VTV, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

VUG0.03%$3

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHB, VTV, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SCHB1.09%$109

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHB, VTV, VUG

Today

50.0%most shared, SCHB and VUG

SCHBVTVVUG

SCHB—39.6%50.0%

VTV39.6%—1.9%

VUG50.0%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHB

+18.5%Year to date+8.8%

1.9%Yield1.1%

+22.9%Past year+9.7%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026