SCHX vs VBR
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).
5-Year PerformanceSCHX has outperformed VBR, delivering a return of +12.8% compared to +7.9%
SCHX vs VBR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHX
$61B
VBR
$61B
Expense Ratio
Winner
SCHX
0.03%
VBR
0.05%
Max Drawdown
Winner
SCHX
34.33%
VBR
64.05%
Sharpe Ratio
Winner
SCHX
2.00
VBR
1.53
5Y Beta
SCHX
0.98
Winner
VBR
0.92
P/E Ratio
SCHX
28.34
Winner
VBR
28.26
Forward P/E
SCHX
21.46
Winner
VBR
13.76
5Y Dividends CAGR
SCHX
4.30%
Winner
VBR
15.44%
5Y EPS CAGR
Winner
SCHX
24.92%
VBR
7.87%
Debt to Equity
Winner
SCHX
21.54%
VBR
47.28%
P/S Ratio
SCHX
3.42
Winner
VBR
1.12
P/B Ratio
SCHX
5.12
Winner
VBR
1.93
SCHX vs VBR - Holdings Comparison
SCHX and VBR have 172 common holdings. Overlap is 2.84%
SCHX's top 25 holdings weight is 47.93%. VBR's top 25 holdings weight is 12.13%.
| Rank | SCHX | VBR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.60% | NRG ENERGY INC (NRG) - 0.75% |
| #2 | APPLE INC (AAPL) - 6.11% | ATMOS ENERGY CORP (ATO) - 0.74% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | TAPESTRY INC (TPR) - 0.69% |
| #4 | AMAZON.COM INC (AMZN) - 3.82% | JABIL INC (JBL) - 0.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.03% | UNITED THERAPEUTICS CORP (UTHR) - 0.63% |
| #6 | BROADCOM INC (AVGO) - 2.98% | FLEX LTD (FLEX) - 0.58% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.42% | OMNICOM GROUP INC (OMC) - 0.57% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.29% | WILLIAMS-SONOMA INC (WSM) - 0.53% |
| #9 | TESLA INC (TSLA) - 1.70% | SMURFIT WESTROCK PLC (SW) - 0.50% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% | US FOODS HOLDING CORP (USFD) - 0.49% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.48% |
| #12 | ELI LILLY AND CO (LLY) - 1.12% | CF INDUSTRIES HOLDINGS INC (CF) - 0.48% |
| #13 | EXXON MOBIL CORP (XOM) - 0.97% | BUNGE GLOBAL SA (BG) - 0.48% |
| #14 | WALMART INC (WMT) - 0.89% | SLCMT1142 (n/a) - 0.46% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.85% | DUPONT DE NEMOURS INC (DD) - 0.45% |
| #16 | VISA INC CLASS A (V) - 0.82% | MODERNA INC (MRNA) - 0.44% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.79% | ILLUMINA INC (ILMN) - 0.43% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.73% | ALCOA CORP (AA) - 0.42% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.70% | OVINTIV INC (OVV) - 0.41% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.65% | HOLOGIC INC (n/a) - 0.41% |
| #21 | NETFLIX INC (NFLX) - 0.61% | NEW YORK TIMES CO CLASS A (NYT) - 0.31% |
| #22 | CATERPILLAR INC (CAT) - 0.58% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.31% |
| #23 | ABBVIE INC (ABBV) - 0.57% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.31% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.56% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.31% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.55% | BEST BUY CO INC (BBY) - 0.31% |
| Total Holdings | 734 | 799 |
SCHX vs VBR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHX
+8.82%
VBR
+3.64%
3M
Winner
SCHX
+6.22%
VBR
+1.29%
6M
SCHX
+9.95%
Winner
VBR
+14.12%
1Y
Winner
SCHX
+31.32%
VBR
+28.39%
5Y(CAGR)
Winner
SCHX
+12.79%
VBR
+7.90%
10Y(CAGR)
Winner
SCHX
+15.41%
VBR
+10.81%
Max(CAGR)
Winner
SCHX
+14.56%
VBR
+9.50%
SCHX vs VBR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | VBR |
|---|---|---|
| 2026 | +7.83% | +9.57% |
| 2025 | +17.61% | +9.44% |
| 2024 | +25.70% | +12.56% |
| 2023 | +27.45% | +16.36% |
| 2022 | -19.90% | -10.07% |
| 2021 | +28.43% | +30.18% |
| 2020 | +19.74% | +6.01% |
| 2019 | +31.32% | +22.50% |
| 2018 | -5.33% | -12.95% |
| 2017 | +21.01% | +10.98% |
| 2016 | +13.57% | +26.76% |
| 2015 | +1.10% | -4.44% |
| 2014 | +14.34% | +11.77% |
| 2013 | +29.19% | +32.77% |
| 2012 | +14.48% | +17.01% |
| 2011 | +0.47% | -5.79% |
| 2010 | +14.17% | +22.76% |
| 2009 | +7.34% | +29.07% |
| 2008 | N/A | -31.00% |
| 2007 | N/A | -7.16% |
| 2006 | N/A | +17.31% |
| 2005 | N/A | +7.83% |
| 2004 | N/A | +20.49% |
SCHX vs VBR Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.
The current VBR drawdown is -0.68%.
| Rank | SCHX | VBR |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -61.99% Jun 4, 2007 - Feb 14, 2011 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -45.28% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -27.93% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -24.19% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -23.49% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -21.21% Nov 8, 2021 - Dec 14, 2023 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -20.53% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -11.04% Jul 3, 2014 - Nov 24, 2014 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -10.81% Apr 2, 2004 - Sep 16, 2004 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -10.01% May 5, 2006 - Oct 12, 2006 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -9.68% Jun 8, 2021 - Oct 25, 2021 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -9.39% Aug 2, 2005 - Jan 5, 2006 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -9.27% Jan 23, 2018 - Jun 5, 2018 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -9.24% Sep 14, 2012 - Dec 20, 2012 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -8.95% Mar 4, 2005 - Jun 14, 2005 |
Correlation
Correlation between SCHX and VBR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
SCHX vs VBR dividend yield comparison.
| Year | SCHX | VBR |
|---|---|---|
| 2026 | 0.25% | 0.53% |
| 2025 | 1.09% | 1.95% |
| 2024 | 1.22% | 1.98% |
| 2023 | 1.39% | 2.12% |
| 2022 | 1.64% | 2.03% |
| 2021 | 1.22% | 1.75% |
| 2020 | 1.64% | 1.68% |
| 2019 | 1.82% | 2.06% |
| 2018 | 2.02% | 2.35% |
| 2017 | 1.70% | 1.79% |
| 2016 | 1.93% | 1.77% |
| 2015 | 2.04% | 1.99% |
| 2014 | 1.76% | 1.77% |
| 2013 | 1.65% | 1.87% |
| 2012 | 2.18% | 2.62% |
| 2011 | 1.89% | 2.20% |
| 2010 | 1.54% | 1.94% |
| 2009 | 0.19% | 1.99% |
| 2008 | 0.00% | 3.20% |
| 2007 | 0.00% | 2.42% |
| 2006 | 0.00% | 1.93% |
| 2005 | 0.00% | 1.92% |
| 2004 | 0.00% | 1.66% |
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