StockComparison Logo
vs

VBR vs SCHG

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

5-Year PerformanceSCHG has outperformed VBR, delivering a return of +13.8% compared to +9.9%

VBR vs SCHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VBR
$68B
SCHG
$59B
Expense Ratio
VBR
0.05%
Winner
SCHG
0.04%
Max Drawdown
VBR
64.05%
Winner
SCHG
35.02%
Sharpe Ratio
Winner
VBR
1.45
SCHG
0.91
5Y Beta
Winner
VBR
0.90
SCHG
1.19
P/E Ratio
Winner
VBR
26.67
SCHG
32.16
Forward P/E
Winner
VBR
14.34
SCHG
25.72
5Y Dividends CAGR
Winner
VBR
13.45%
SCHG
10.29%
5Y EPS CAGR
VBR
7.17%
Winner
SCHG
34.04%
Debt to Equity
Winner
VBR
41.04%
SCHG
86.10%
P/S Ratio
Winner
VBR
1.22
SCHG
5.20
P/B Ratio
Winner
VBR
2.13
SCHG
8.71

VBR vs SCHG - Holdings Comparison

VBR and SCHG have 16 common holdings. Overlap is 0.62%

VBR's top 25 holdings weight is 12.28%. SCHG's top 25 holdings weight is 72.18%.

RankVBRSCHG
#1
JABIL INC (JBL) - 0.87%
NVIDIA CORP (NVDA) - 10.42%
#2
SLCMT1142 (n/a) - 0.75%
APPLE INC (AAPL) - 9.99%
#3
NRG ENERGY INC (NRG) - 0.66%
MICROSOFT CORP (MSFT) - 6.13%
#4
TAPESTRY INC (TPR) - 0.63%
AMAZON.COM INC (AMZN) - 5.03%
#5
ATMOS ENERGY CORP (ATO) - 0.61%
ALPHABET INC CLASS A (GOOGL) - 4.22%
#6
WILLIAMS-SONOMA INC (WSM) - 0.59%
BROADCOM INC (AVGO) - 3.80%
#7
MODERNA INC (MRNA) - 0.53%
ALPHABET INC CLASS C (GOOG) - 3.39%
#8
SMURFIT WESTROCK PLC (SW) - 0.52%
ELI LILLY AND CO (LLY) - 3.09%
#9
F5 INC (FFIV) - 0.50%
META PLATFORMS INC CLASS A (META) - 2.94%
#10
US FOODS HOLDING CORP (USFD) - 0.48%
ADVANCED MICRO DEVICES INC (AMD) - 2.85%
#11
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.47%
TESLA INC (TSLA) - 2.54%
#12
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.47%
VISA INC CLASS A (V) - 2.37%
#13
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45%
MASTERCARD INC CLASS A (MA) - 1.74%
#14
OMNICOM GROUP INC (OMC) - 0.44%
COSTCO WHOLESALE CORP (COST) - 1.65%
#15
TD SYNNEX CORP (SNX) - 0.41%
UNITEDHEALTH GROUP INC (UNH) - 1.59%
#16
RELIANCE INC (RS) - 0.41%
GE AEROSPACE (GE) - 1.42%
#17
DUPONT DE NEMOURS INC (DD) - 0.40%
n/a (PLTR) - 1.22%
#18
ESSEX PROPERTY TRUST INC (ESS) - 0.40%
NETFLIX INC (NFLX) - 1.16%
#19
EVERGY INC (EVRG) - 0.40%
GE VERNOVA INC (GEV) - 1.16%
#20
VIATRIS INC (VTRS) - 0.39%
KLA CORP (KLAC) - 1.14%
#21
EMCOR GROUP INC (EME) - 0.39%
PALO ALTO NETWORKS INC (PANW) - 1.11%
#22
CDW CORP (CDW) - 0.38%
LINDE PLC (LIN) - 0.94%
#23
INVITATION HOMES INC (INVH) - 0.38%
THERMO FISHER SCIENTIFIC INC (TMO) - 0.78%
#24
EAST WEST BANCORP INC (EWBC) - 0.38%
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.78%
#25
AKAMAI TECHNOLOGIES INC (AKAM) - 0.37%
ARISTA NETWORKS INC (ANET) - 0.72%
Total Holdings841197

VBR vs SCHG - Historical Returns

Returns include dividend reinvestment.

1M
VBR
+2.02%
Winner
SCHG
+2.58%
3M
Winner
VBR
+6.10%
SCHG
+4.87%
6M
VBR
+8.14%
Winner
SCHG
+14.11%
1Y
Winner
VBR
+27.78%
SCHG
+17.69%
5Y(CAGR)
VBR
+9.88%
Winner
SCHG
+13.76%
10Y(CAGR)
VBR
+10.70%
Winner
SCHG
+18.52%
Max(CAGR)
VBR
+9.71%
Winner
SCHG
+16.60%

VBR vs SCHG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVBRSCHG
2026+17.05%+9.23%
2025+9.44%+17.63%
2024+12.56%+37.01%
2023+16.36%+51.47%
2022-10.07%-32.41%
2021+30.18%+29.82%
2020+6.01%+37.31%
2019+22.50%+36.13%
2018-12.95%-2.42%
2017+10.98%+27.04%
2016+26.76%+8.61%
2015-4.44%+3.52%
2014+11.77%+16.71%
2013+32.77%+30.57%
2012+17.01%+15.02%
2011-5.79%-1.75%
2010+22.76%+14.92%
2009+29.07%+2.70%
2008-31.00%N/A
2007-7.16%N/A
2006+17.31%N/A
2005+7.83%N/A
2004+20.49%N/A

VBR vs SCHG Drawdown Comparison

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

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The current VBR drawdown is -1.12%. The current SCHG drawdown is -0.28%.

RankVBRSCHG
#1-61.99%
Jun 4, 2007 - Feb 14, 2011		-34.59%
Nov 19, 2021 - Dec 18, 2023
#2-45.28%
Jan 16, 2020 - Nov 24, 2020		-32.39%
Feb 19, 2020 - Jun 10, 2020
#3-27.93%
Apr 29, 2011 - Sep 6, 2012		-23.39%
Dec 16, 2024 - Jun 30, 2025
#4-24.19%
Nov 25, 2024 - Dec 5, 2025		-21.59%
Oct 1, 2018 - Apr 12, 2019
#5-23.49%
Aug 29, 2018 - Jan 16, 2020		-20.57%
Jul 7, 2011 - Feb 3, 2012
#6-21.21%
Nov 8, 2021 - Dec 14, 2023		-17.08%
Jul 20, 2015 - Aug 5, 2016
#7-20.53%
Jun 23, 2015 - Jul 12, 2016		-16.41%
Oct 29, 2025 - May 6, 2026
#8-11.04%
Jul 3, 2014 - Nov 24, 2014		-16.25%
Apr 23, 2010 - Nov 2, 2010
#9-10.81%
Apr 2, 2004 - Sep 16, 2004		-12.36%
Jul 10, 2024 - Oct 11, 2024
#10-10.01%
May 5, 2006 - Oct 12, 2006		-10.95%
Sep 2, 2020 - Nov 6, 2020
#11-9.68%
Jun 8, 2021 - Oct 25, 2021		-10.48%
Apr 2, 2012 - Sep 6, 2012
#12-9.39%
Aug 2, 2005 - Jan 5, 2006		-10.15%
Feb 12, 2021 - Apr 8, 2021
#13-9.27%
Jan 23, 2018 - Jun 5, 2018		-9.72%
Jan 26, 2018 - Jun 6, 2018
#14-9.24%
Sep 14, 2012 - Dec 20, 2012		-8.54%
Sep 14, 2012 - Jan 10, 2013
#15-8.95%
Mar 4, 2005 - Jun 14, 2005		-8.07%
Jan 11, 2010 - Mar 9, 2010

Correlation

Correlation between VBR and SCHG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2004 - 2026)

VBR vs SCHG dividend yield comparison.

YearVBRSCHG
20260.94%0.20%
20251.95%0.36%
20241.98%0.40%
20232.12%0.46%
20222.03%0.55%
20211.75%0.42%
20201.68%0.52%
20192.06%0.82%
20182.35%1.27%
20171.79%1.01%
20161.77%1.04%
20151.99%1.22%
20141.77%1.09%
20131.87%1.07%
20122.62%1.37%
20112.20%1.03%
20101.94%0.71%
20091.99%0.04%
20083.20%0.00%
20072.42%0.00%
20061.93%0.00%
20051.92%0.00%
20041.66%0.00%

Select Stocks to Compare

Popular: VBR vs SPYSCHG vs SPY

More Comparisons

Compare with similar stocks