VBK vs SCHB
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).
5-Year PerformanceSCHB has outperformed VBK, delivering a return of +13.1% compared to +6.1%
VBK vs SCHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBK
$43B
SCHB
$41B
Expense Ratio
VBK
0.05%
Winner
SCHB
0.03%
Max Drawdown
VBK
59.36%
Winner
SCHB
35.27%
Sharpe Ratio
VBK
1.25
Winner
SCHB
1.81
5Y Beta
VBK
1.18
Winner
SCHB
0.98
P/E Ratio
VBK
62.99
Winner
SCHB
28.27
Forward P/E
VBK
22.32
Winner
SCHB
20.08
5Y Dividends CAGR
Winner
VBK
12.10%
SCHB
4.16%
5Y EPS CAGR
VBK
18.44%
Winner
SCHB
23.66%
Debt to Equity
VBK
31.91%
SCHB
N/A
P/S Ratio
Winner
VBK
3.16
SCHB
3.17
P/B Ratio
VBK
4.79
Winner
SCHB
4.69
VBK vs SCHB - Holdings Comparison
VBK and SCHB have 432 common holdings. Overlap is 5.05%
VBK's top 25 holdings weight is 18.94%. SCHB's top 25 holdings weight is 45.65%.
| Rank | VBK | SCHB |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | APPLE INC (AAPL) - 6.03% |
| #3 | CIENA CORP (CIEN) - 0.90% | MICROSOFT CORP (MSFT) - 5.42% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | AMAZON.COM INC (AMZN) - 3.38% |
| #5 | NATERA INC (NTRA) - 0.87% | ALPHABET INC CLASS A (GOOGL) - 2.74% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | BROADCOM INC (AVGO) - 2.47% |
| #7 | CURTISS-WRIGHT CORP (CW) - 0.82% | ALPHABET INC CLASS C (GOOG) - 2.20% |
| #8 | FTAI AVIATION LTD (FTAI) - 0.82% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | TESLA INC (TSLA) - 2.04% |
| #10 | COHERENT CORP (COHR) - 0.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | n/a (ASTS) - 0.71% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | ROYAL GOLD INC (RGLD) - 0.71% | ELI LILLY AND CO (LLY) - 1.27% |
| #13 | WOODWARD INC (WWD) - 0.70% | VISA INC CLASS A (V) - 0.89% |
| #14 | n/a (FWONK) - 0.68% | EXXON MOBIL CORP (XOM) - 0.75% |
| #15 | MASTEC INC (MTZ) - 0.67% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | WALMART INC (WMT) - 0.73% |
| #17 | ATI INC (ATI) - 0.65% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #18 | EQT CORP (EQT) - 0.65% | n/a (PLTR) - 0.66% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | ABBVIE INC (ABBV) - 0.61% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | NETFLIX INC (NFLX) - 0.59% |
| #21 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.57% |
| #22 | FABRINET (FN) - 0.61% | BANK OF AMERICA CORP (BAC) - 0.56% |
| #23 | EVERPURE INC CLASS A (P) - 0.61% | ADVANCED MICRO DEVICES INC (AMD) - 0.52% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 0.61% | THE HOME DEPOT INC (HD) - 0.51% |
| #25 | ROCKET LAB CORP (RKLB) - 0.60% | PROCTER & GAMBLE CO (PG) - 0.50% |
| Total Holdings | 555 | 2100 |
VBK vs SCHB - Historical Returns
Returns include dividend reinvestment.
1M
VBK
+6.45%
Winner
SCHB
+7.73%
3M
Winner
VBK
+9.05%
SCHB
+8.77%
6M
Winner
VBK
+17.90%
SCHB
+11.26%
1Y
Winner
VBK
+28.38%
SCHB
+27.58%
5Y(CAGR)
VBK
+6.14%
Winner
SCHB
+13.10%
10Y(CAGR)
VBK
+12.00%
Winner
SCHB
+15.17%
Max(CAGR)
VBK
+9.84%
Winner
SCHB
+14.40%
VBK vs SCHB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VBK | SCHB |
|---|---|---|
| 2026 | +11.91% | +8.85% |
| 2025 | +8.29% | +17.15% |
| 2024 | +17.96% | +24.73% |
| 2023 | +22.53% | +26.77% |
| 2022 | -28.70% | -19.93% |
| 2021 | +7.63% | +27.54% |
| 2020 | +34.73% | +19.76% |
| 2019 | +33.46% | +30.74% |
| 2018 | -6.53% | -6.12% |
| 2017 | +21.21% | +20.37% |
| 2016 | +12.95% | +14.36% |
| 2015 | -2.40% | +0.51% |
| 2014 | +5.05% | +13.72% |
| 2013 | +34.65% | +30.06% |
| 2012 | +16.32% | +14.75% |
| 2011 | -3.15% | +0.25% |
| 2010 | +28.14% | +15.16% |
| 2009 | +38.51% | +7.53% |
| 2008 | -39.30% | N/A |
| 2007 | +10.06% | N/A |
| 2006 | +10.29% | N/A |
| 2005 | +10.57% | N/A |
| 2004 | +10.26% | N/A |
VBK vs SCHB Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current VBK drawdown is -1.17%.
| Rank | VBK | SCHB |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -35.27% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -25.40% Dec 27, 2021 - Dec 18, 2023 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -20.19% Sep 20, 2018 - Apr 23, 2019 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -20.09% Apr 29, 2011 - Feb 8, 2012 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -19.34% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -15.90% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -15.06% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -10.01% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -9.85% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -9.26% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -8.91% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -7.90% Jan 19, 2010 - Mar 9, 2010 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -7.53% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VBK and SCHB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2004 - 2026)
VBK vs SCHB dividend yield comparison.
| Year | VBK | SCHB |
|---|---|---|
| 2026 | 0.10% | 0.24% |
| 2025 | 0.54% | 1.11% |
| 2024 | 0.54% | 1.24% |
| 2023 | 0.68% | 1.40% |
| 2022 | 0.55% | 1.61% |
| 2021 | 0.36% | 1.21% |
| 2020 | 0.44% | 1.63% |
| 2019 | 0.57% | 1.80% |
| 2018 | 0.79% | 2.00% |
| 2017 | 0.82% | 1.65% |
| 2016 | 1.08% | 1.86% |
| 2015 | 0.98% | 2.00% |
| 2014 | 1.01% | 1.72% |
| 2013 | 0.65% | 1.63% |
| 2012 | 1.04% | 2.13% |
| 2011 | 0.55% | 1.88% |
| 2010 | 0.46% | 1.46% |
| 2009 | 0.40% | 0.23% |
| 2008 | 1.04% | 0.00% |
| 2007 | 0.58% | 0.00% |
| 2006 | 0.41% | 0.00% |
| 2005 | 0.37% | 0.00% |
| 2004 | 0.16% | 0.00% |
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