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SCHG vs VBR

Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).

5-Year PerformanceSCHG has outperformed VBR, delivering a return of +15.9% compared to +9.4%

SCHG vs VBR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHG
$61B
Winner
VBR
$66B
Expense Ratio
Winner
SCHG
0.04%
VBR
0.05%
Max Drawdown
Winner
SCHG
35.02%
VBR
64.05%
Sharpe Ratio
SCHG
1.06
Winner
VBR
1.46
5Y Beta
SCHG
1.21
Winner
VBR
0.91
P/E Ratio
SCHG
35.15
Winner
VBR
25.70
Forward P/E
SCHG
26.12
Winner
VBR
13.51
PEG Ratio
SCHG
0.52
VBR
N/A
5Y Dividends CAGR
SCHG
8.77%
Winner
VBR
15.44%
5Y EPS CAGR
Winner
SCHG
34.13%
VBR
9.87%
Debt to Equity
Winner
SCHG
32.73%
VBR
65.65%

SCHG vs VBR - Holdings Comparison

SCHG and VBR have 12 common holdings. Overlap is 0.55%

SCHG's top 25 holdings weight is 74.91%. VBR's top 25 holdings weight is 12.67%.

RankSCHGVBR
#1
NVIDIA CORP (NVDA) - 11.63%
JABIL INC (JBL) - 0.77%
#2
APPLE INC (AAPL) - 9.60%
FLEX LTD (FLEX) - 0.76%
#3
MICROSOFT CORP (MSFT) - 7.30%
NRG ENERGY INC (NRG) - 0.75%
#4
AMAZON.COM INC (AMZN) - 5.44%
ATMOS ENERGY CORP (ATO) - 0.71%
#5
ALPHABET INC CLASS A (GOOGL) - 4.68%
TAPESTRY INC (TPR) - 0.67%
#6
BROADCOM INC (AVGO) - 4.66%
UNITED THERAPEUTICS CORP (UTHR) - 0.57%
#7
ALPHABET INC CLASS C (GOOG) - 3.72%
OMNICOM GROUP INC (OMC) - 0.54%
#8
TESLA INC (TSLA) - 3.71%
SLCMT1142 (n/a) - 0.52%
#9
META PLATFORMS INC CLASS A (META) - 3.26%
WILLIAMS-SONOMA INC (WSM) - 0.49%
#10
ELI LILLY AND CO (LLY) - 2.97%
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49%
#11
ADVANCED MICRO DEVICES INC (AMD) - 2.88%
US FOODS HOLDING CORP (USFD) - 0.47%
#12
VISA INC CLASS A (V) - 1.88%
BUNGE GLOBAL SA (BG) - 0.45%
#13
COSTCO WHOLESALE CORP (COST) - 1.46%
EMCOR GROUP INC (EME) - 0.45%
#14
MASTERCARD INC CLASS A (MA) - 1.40%
SMURFIT WESTROCK PLC (SW) - 0.45%
#15
n/a (PLTR) - 1.27%
CF INDUSTRIES HOLDINGS INC (CF) - 0.43%
#16
NETFLIX INC (NFLX) - 1.26%
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43%
#17
UNITEDHEALTH GROUP INC (UNH) - 1.19%
MKS INC (MKSI) - 0.43%
#18
GE AEROSPACE (GE) - 1.18%
RELIANCE INC (RS) - 0.43%
#19
GE VERNOVA INC (GEV) - 0.89%
ITT INC (ITT) - 0.42%
#20
KLA CORP (KLAC) - 0.88%
ILLUMINA INC (ILMN) - 0.42%
#21
PALO ALTO NETWORKS INC (PANW) - 0.84%
F5 INC (FFIV) - 0.42%
#22
LINDE PLC (LIN) - 0.81%
DUPONT DE NEMOURS INC (DD) - 0.42%
#23
SALESFORCE INC (CRM) - 0.68%
OVINTIV INC (OVV) - 0.40%
#24
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.68%
WESCO INTERNATIONAL INC (WCC) - 0.39%
#25
THERMO FISHER SCIENTIFIC INC (TMO) - 0.64%
EAST WEST BANCORP INC (EWBC) - 0.39%
Total Holdings197840

SCHG vs VBR - Historical Returns

Returns include dividend reinvestment.

1M
SCHG
-0.85%
Winner
VBR
+4.38%
3M
Winner
SCHG
+13.37%
VBR
+11.05%
6M
SCHG
+5.38%
Winner
VBR
+12.19%
1Y
SCHG
+21.74%
Winner
VBR
+27.71%
5Y(CAGR)
Winner
SCHG
+15.93%
VBR
+9.38%
10Y(CAGR)
Winner
SCHG
+23.53%
VBR
+10.82%
Max(CAGR)
Winner
SCHG
+22.81%
VBR
+9.55%

SCHG vs VBR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSCHGVBR
2026+4.44%+11.83%
2025+17.63%+9.44%
2024+38.31%+12.56%
2023+53.90%+16.36%
2022-31.39%-10.07%
2021+34.09%+30.18%
2020+43.90%+6.01%
2019+44.95%+22.50%
2018+5.89%-12.95%
2017+37.00%+10.98%
2016+16.96%+26.76%
2015+12.46%-4.44%
2014+26.41%+11.77%
2013+41.96%+32.77%
2012+26.41%+17.01%
2011+5.51%-5.79%
2010+21.29%+22.76%
2009+2.98%+29.07%
2008N/A-31.00%
2007N/A-7.16%
2006N/A+17.31%
2005N/A+7.83%
2004N/A+20.49%

SCHG vs VBR Drawdown Comparison

The maximum drawdown for SCHG was -33.46%, occurring on Jan 5, 2023. Recovery took 491 trading sessions.

The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.

The current SCHG drawdown is -3.97%. The current VBR drawdown is -1.21%.

RankSCHGVBR
#1-33.46%
Dec 27, 2021 - Dec 8, 2023		-61.99%
Jun 4, 2007 - Feb 14, 2011
#2-32.39%
Feb 19, 2020 - Jun 5, 2020		-45.28%
Jan 16, 2020 - Nov 24, 2020
#3-23.39%
Dec 16, 2024 - Jun 30, 2025		-27.93%
Apr 29, 2011 - Sep 6, 2012
#4-19.96%
Oct 1, 2018 - Mar 15, 2019		-24.19%
Nov 25, 2024 - Dec 5, 2025
#5-19.09%
Jul 7, 2011 - Jan 19, 2012		-23.49%
Aug 29, 2018 - Jan 16, 2020
#6-16.41%
Oct 29, 2025 - May 6, 2026		-21.21%
Nov 8, 2021 - Dec 14, 2023
#7-15.13%
Apr 23, 2010 - Oct 13, 2010		-20.53%
Jun 23, 2015 - Jul 12, 2016
#8-14.35%
Dec 29, 2015 - Apr 1, 2016		-11.04%
Jul 3, 2014 - Nov 24, 2014
#9-12.36%
Jul 10, 2024 - Oct 9, 2024		-10.81%
Apr 2, 2004 - Sep 16, 2004
#10-11.18%
Jul 20, 2015 - Nov 2, 2015		-10.01%
May 5, 2006 - Oct 12, 2006
#11-10.48%
Apr 2, 2012 - Aug 16, 2012		-9.68%
Jun 8, 2021 - Oct 25, 2021
#12-10.15%
Feb 12, 2021 - Apr 8, 2021		-9.39%
Aug 2, 2005 - Jan 5, 2006
#13-9.96%
Sep 2, 2020 - Oct 12, 2020		-9.27%
Jan 23, 2018 - Jun 5, 2018
#14-9.72%
Jan 26, 2018 - Jun 1, 2018		-9.24%
Sep 14, 2012 - Dec 20, 2012
#15-8.47%
Oct 12, 2020 - Nov 5, 2020		-8.95%
Mar 4, 2005 - Jun 14, 2005

Correlation

Correlation between SCHG and VBR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

SCHG vs VBR dividend yield comparison.

YearSCHGVBR
20260.11%0.52%
20250.36%1.95%
20241.24%1.98%
20231.86%2.12%
20222.20%2.03%
20213.39%1.75%
20204.18%1.68%
20196.57%2.06%
201810.19%2.35%
20178.09%1.79%
20168.32%1.77%
20159.75%1.99%
20148.72%1.77%
20138.59%1.87%
201210.96%2.62%
20118.23%2.20%
20105.68%1.94%
20090.31%1.99%
20080.00%3.20%
20070.00%2.42%
20060.00%1.93%
20050.00%1.92%
20040.00%1.66%

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