SCHB vs VTI

Both SCHB and VTI are ETFs. SCHB has a lower 5-year return than VTI (13.27% vs 13.33%). SCHB and VTI have the same expense ratio (0.03%). Below is the comparison between SCHB and VTI.

SCHB VTI
Segment Equity: U.S. - Total Market Equity: U.S. - Total Market
Issuer Charles Schwab Vanguard
Net Assets $13.46B $128.53B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.11% 1.88%
Underlying Index Dow Jones U.S. Broad Stock Market Index CRSP US Total Market Index
YTD Return 9.81% 9.95%
1-Year Return 19.06% 19.24%
3-Year Return 12.55% 12.63%
5-Year Return 13.27% 13.33%
10-Year Return 13.57% 13.59%

SCHB description

The Fund seeks diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance, before fees and expenses, of the approximately 2,500-stock Dow Jones U.S. Broad Stock Market Index.

SCHB performance & returns

YTD Return 9.81%
1-Month Return 3.48%
3-Month Return 9.51%
1-Year Return 19.06%
3-Year Return 12.55%
5-Year Return 13.27%
10-Year Return 13.57%
SCHB expense ratio is 0.03%.

SCHB holdings

Top 10 Holdings (22.66% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.03%
Apple Inc AAPL 4.93%
Amazon.com Inc AMZN 3.75%
Facebook Inc A FB 1.77%
Alphabet Inc A GOOGL 1.40%
Alphabet Inc Class C GOOG 1.36%
Johnson & Johnson JNJ 1.22%
Berkshire Hathaway Inc Class B BRK.B 1.15%
Visa Inc Class A V 1.08%
Procter & Gamble Co PG 0.97%

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VTI description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTI performance & returns

YTD Return 9.95%
1-Month Return 3.54%
3-Month Return 9.66%
1-Year Return 19.24%
3-Year Return 12.63%
5-Year Return 13.33%
10-Year Return 13.59%
VTI expense ratio is 0.03%.

VTI holdings

Top 10 Holdings (24.31% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.85%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.25%
Facebook Inc A FB 2.05%
Alphabet Inc A GOOGL 1.42%
Alphabet Inc Class C GOOG 1.35%
Johnson & Johnson JNJ 1.17%
Berkshire Hathaway Inc Class B BRK.B 1.16%
Tesla Inc TSLA 1.07%
Visa Inc Class A V 1.03%

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