VB vs SCHA
Comparison between VANGUARD SMALL-CAP INDEX FUND ETF SHARES (VB, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceVB has outperformed SCHA, delivering a return of +6.7% compared to +6.6%
VB vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VB
$177B
SCHA
$22B
Expense Ratio
Winner
VB
0.03%
SCHA
0.04%
Max Drawdown
VB
61.02%
Winner
SCHA
43.02%
Sharpe Ratio
VB
1.30
Winner
SCHA
1.62
5Y Beta
Winner
VB
1.04
SCHA
1.09
P/E Ratio
Winner
VB
38.15
SCHA
136.70
Forward P/E
VB
16.52
Winner
SCHA
14.51
5Y Dividends CAGR
Winner
VB
13.75%
SCHA
6.60%
5Y EPS CAGR
VB
9.77%
Winner
SCHA
13.54%
Debt to Equity
VB
44.85%
Winner
SCHA
43.02%
P/S Ratio
VB
1.53
Winner
SCHA
1.33
P/B Ratio
VB
2.55
Winner
SCHA
2.17
VB vs SCHA - Holdings Comparison
VB and SCHA have 804 common holdings. Overlap is 37.71%
VB's top 25 holdings weight is 10.08%. SCHA's top 25 holdings weight is 7.29%.
| Rank | VB | SCHA |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.36% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | EMCOR GROUP INC (EME) - 0.51% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | BLOOM ENERGY CORP CLASS A (BE) - 0.48% | n/a (RKT) - 0.40% |
| #4 | CIENA CORP (CIEN) - 0.48% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | FLEX LTD (FLEX) - 0.43% | COEUR MINING INC (CDE) - 0.36% |
| #6 | JABIL INC (JBL) - 0.43% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | NRG ENERGY INC (NRG) - 0.42% | n/a (HIMS) - 0.33% |
| #8 | LUMENTUM HOLDINGS INC (LITE) - 0.41% | ATI INC (ATI) - 0.29% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.41% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | ATMOS ENERGY CORP (ATO) - 0.40% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | TECHNIPFMC PLC (FTI) - 0.39% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | CASEY'S GENERAL STORES INC (CASY) - 0.39% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | COHERENT CORP (COHR) - 0.38% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | TAPESTRY INC (TPR) - 0.38% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.37% | RAMBUS INC (RMBS) - 0.26% |
| #16 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.36% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | ASTERA LABS INC (ALAB) - 0.36% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | NATERA INC (NTRA) - 0.35% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | CURTISS-WRIGHT CORP (CW) - 0.34% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | FTAI AVIATION LTD (FTAI) - 0.33% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | VIATRIS INC (VTRS) - 0.22% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | WESCO INTERNATIONAL INC (WCC) - 0.22% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.22% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | ALCOA CORP (AA) - 0.22% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | n/a (AFRM) - 0.22% | n/a (MWA) - 0.20% |
| Total Holdings | 1200 | 1709 |
VB vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VB
+0.53%
SCHA
+0.12%
3M
VB
+6.71%
Winner
SCHA
+11.15%
6M
VB
+11.58%
Winner
SCHA
+15.71%
1Y
VB
+26.81%
Winner
SCHA
+36.92%
5Y(CAGR)
Winner
VB
+6.73%
SCHA
+6.57%
10Y(CAGR)
Winner
VB
+11.00%
SCHA
+10.74%
Max(CAGR)
VB
+9.81%
Winner
SCHA
+12.24%
VB vs SCHA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VB | SCHA |
|---|---|---|
| 2026 | +10.62% | +15.39% |
| 2025 | +8.99% | +11.64% |
| 2024 | +14.94% | +11.85% |
| 2023 | +18.91% | +19.16% |
| 2022 | -18.02% | -20.62% |
| 2021 | +19.49% | +18.07% |
| 2020 | +18.96% | +19.19% |
| 2019 | +27.43% | +26.04% |
| 2018 | -10.04% | -12.63% |
| 2017 | +15.58% | +14.15% |
| 2016 | +20.36% | +22.30% |
| 2015 | -3.44% | -3.91% |
| 2014 | +8.58% | +7.50% |
| 2013 | +33.91% | +35.74% |
| 2012 | +16.63% | +16.68% |
| 2011 | -4.29% | -4.64% |
| 2010 | +25.38% | +25.72% |
| 2009 | +33.60% | +9.88% |
| 2008 | -35.30% | N/A |
| 2007 | +1.22% | N/A |
| 2006 | +13.88% | N/A |
| 2005 | +9.09% | N/A |
| 2004 | +15.90% | N/A |
VB vs SCHA Drawdown Comparison
The maximum drawdown for VB was -59.57%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current VB drawdown is -2.44%. The current SCHA drawdown is -3.41%.
| Rank | VB | SCHA |
|---|---|---|
| #1 | -59.57% Jul 13, 2007 - Dec 20, 2010 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -42.05% Feb 20, 2020 - Nov 9, 2020 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -28.30% Apr 29, 2011 - Sep 6, 2012 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -28.15% Nov 8, 2021 - Jul 16, 2024 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -25.36% Nov 25, 2024 - Sep 18, 2025 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -24.54% Aug 29, 2018 - Nov 26, 2019 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -23.35% Jun 23, 2015 - Aug 23, 2016 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -13.15% May 5, 2006 - Nov 14, 2006 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -12.00% Apr 2, 2004 - Nov 3, 2004 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -11.75% Jul 3, 2014 - Dec 23, 2014 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -9.48% Sep 14, 2012 - Jan 2, 2013 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -9.44% Jan 26, 2018 - May 21, 2018 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #13 | -9.03% Mar 7, 2005 - Jun 16, 2005 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #14 | -8.97% Feb 26, 2026 - Apr 16, 2026 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
| #15 | -8.52% Aug 2, 2005 - Nov 22, 2005 | -7.54% Oct 27, 2025 - Dec 3, 2025 |
Correlation
Correlation between VB and SCHA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2004 - 2026)
VB vs SCHA dividend yield comparison.
| Year | VB | SCHA |
|---|---|---|
| 2026 | 0.34% | 0.12% |
| 2025 | 1.33% | 1.26% |
| 2024 | 1.30% | 1.51% |
| 2023 | 1.55% | 1.42% |
| 2022 | 1.59% | 1.37% |
| 2021 | 1.24% | 1.19% |
| 2020 | 1.14% | 1.05% |
| 2019 | 1.39% | 1.39% |
| 2018 | 1.67% | 1.58% |
| 2017 | 1.35% | 1.24% |
| 2016 | 1.50% | 1.50% |
| 2015 | 1.48% | 1.48% |
| 2014 | 1.43% | 1.45% |
| 2013 | 1.31% | 1.14% |
| 2012 | 1.86% | 1.87% |
| 2011 | 1.36% | 1.23% |
| 2010 | 1.16% | 0.98% |
| 2009 | 1.15% | 0.22% |
| 2008 | 2.22% | 0.00% |
| 2007 | 1.40% | 0.00% |
| 2006 | 1.23% | 0.00% |
| 2005 | 1.15% | 0.00% |
| 2004 | 1.11% | 0.00% |
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