Compare · 2 funds side by side · dividends reinvested

VBR and SCHM

VBRVanguard×SCHMSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,215VBR · best of the two

Story of the two · IncomeMost incomeVBR · 1.78% · $178 a year on $10k

Story of the two · RiskSmallest drop

VBR and SCHM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.8%+22.2%+18.2%+8.8%−8.9%14.4%$35.1B1.3

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.26%+18.5%+21.5%+18.3%+6.9%−9.3%17.0%$15.1B1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: VBR 2004 · SCHM 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,215

VBR

SCHM

Schwab U.S. Mid-Cap ETF · $15.1B$13,940

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

VBRMeasureSCHM

+18.8%

More Ways to See the Pairs

VBR vs SCHM: Top 5 Holdings

Today

VBR

3.3%in top 5

SCHM

in top 52.5%

VBRStockSCHM

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

not top 5OKTA0.6%

Cost, Income and Risk

Fees: VBR, SCHM

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

VBR0.05%$5

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

Yields: VBR, SCHM

1Y

1.78%highest, VBR

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+18.5%

+22.2%1 yearTotal return+21.5%

+18.2%3 years · per year$10,000 became $16,502 · $16,562+18.3%

+8.8%5 years · per year$10,000 became $15,215 · $13,940+6.9%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

1.78%Trailing 12-mo yield$178 · $126 a year on $10k1.26%

−8.9%Worst dropSmaller is better−9.3%

14.4%VolatilityLower is calmer17.0%

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

6–2VBR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FFIVnot top 5

not top 5UTHR0.5%

not top 5OMC0.5%

not top 5USFD0.5%

not top 5VTRS0.5%

Held in common55.3%

End-of-day Nov 10, 2026 · share of each fund

VBR vs SCHM Returns, Every Period

5Y

VanguardVBR

+8.8%

5 years, per year

SCHMSchwab

+6.9%

5 years, per year

VBRSCHMFaded: behind in that period

3–1VBR wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VBR vs SCHM

YTD

VanguardVBR

+18.8%

SCHMSchwab

+18.5%

+18.8%Year to date+18.5%

−8.9%Worst drop · 1Y−9.3%

14.4%Volatility · 1Y17.0%

1.8%Yield1.3%

$35.1BAssets$15.1B

4–0VBR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

VBR1.78%$178

SCHM1.26%$126

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

SCHM$126 − $3 = $123

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VBR, SCHM

Today

55.3%most shared, VBR and SCHM

VBRSCHM

VBR—55.3%

SCHM55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.2%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

SCHMWorst drop−9.3%17.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSCHM

+18.8%Year to date+18.5%

1.8%Yield1.3%

+22.2%Past year+21.5%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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VBR and SCHM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two