SCHX vs VV

Both SCHX and VV are ETFs. SCHX has a lower 5-year return than VV (12.14% vs 12.18%). SCHX has a lower expense ratio than VV (0.03% vs 0.04%). Below is the comparison between SCHX and VV.

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SCHX VV
Security Type ETF ETF
Category Large Blend Large Blend
Family Charles Schwab Vanguard
Net Assets N/A N/A
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.76% 1.73%
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index CRSP US Large Cap Index
YTD Return -19.15% -19.30%
1-Year Return -16.35% -16.34%
3-Year Return 9.94% 9.99%
5-Year Return 12.14% 12.18%
10-Year Return 12.57% 12.61%

SCHX

SCHX description

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SCHX performance & returns

YTD Return -19.15%
1-Month Return 4.60%
3-Month Return -2.43%
1-Year Return -16.35%
3-Year Return 9.94%
5-Year Return 12.14%
10-Year Return 12.57%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX 3-year return is 9.94%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SCHX 5-year return is 12.14%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SCHX 10-year return is 12.57%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

The following are SCHX weaknesses from our perspective:

  • SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHX comparisons

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VV

VV description

null

VV performance & returns

YTD Return -19.30%
1-Month Return 4.55%
3-Month Return -2.32%
1-Year Return -16.34%
3-Year Return 9.99%
5-Year Return 12.18%
10-Year Return 12.61%
VV expense ratio is 0.04%.

VV holdings

Top 10 Holdings (26.00% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.70%
Microsoft Corp MSFT 5.35%
Amazon.com Inc AMZN 3.87%
Facebook Inc Class A FB 2.19%
Alphabet Inc Class A GOOGL 1.93%
Alphabet Inc Class C GOOG 1.81%
Tesla Inc TSLA 1.37%
Berkshire Hathaway Inc Class B BRK.B 1.30%
NVIDIA Corp NVDA 1.24%
JPMorgan Chase & Co JPM 1.24%

VV pros

The following are VV strengths from our perspective:

  • VV 3-year return is 9.99%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • VV 5-year return is 12.18%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • VV 10-year return is 12.61%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • VV 15-year return is 8.21%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • VV expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.

VV cons

The following are VV weaknesses from our perspective:

  • VV net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VV comparisons

You may also want to check out the following VV comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.