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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 +14.0% compared to +8.7%

VBR vs SCHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VBR
$66B
SCHG
$61B
Expense Ratio
VBR
0.05%
Winner
SCHG
0.04%
Max Drawdown
VBR
64.05%
Winner
SCHG
35.02%
Sharpe Ratio
Winner
VBR
1.36
SCHG
0.93
5Y Beta
Winner
VBR
0.92
SCHG
1.21
P/E Ratio
Winner
VBR
27.06
SCHG
34.60
Forward P/E
Winner
VBR
13.78
SCHG
26.70
5Y Dividends CAGR
Winner
VBR
15.44%
SCHG
8.76%
5Y EPS CAGR
VBR
8.05%
Winner
SCHG
34.12%
Debt to Equity
VBR
66.09%
Winner
SCHG
32.72%
P/S Ratio
Winner
VBR
1.16
SCHG
5.55
P/B Ratio
Winner
VBR
2.02
SCHG
8.99

VBR vs SCHG - Holdings Comparison

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

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

RankVBRSCHG
#1
JABIL INC (JBL) - 0.77%
NVIDIA CORP (NVDA) - 11.63%
#2
FLEX LTD (FLEX) - 0.76%
APPLE INC (AAPL) - 9.60%
#3
NRG ENERGY INC (NRG) - 0.75%
MICROSOFT CORP (MSFT) - 7.30%
#4
ATMOS ENERGY CORP (ATO) - 0.71%
AMAZON.COM INC (AMZN) - 5.44%
#5
TAPESTRY INC (TPR) - 0.67%
ALPHABET INC CLASS A (GOOGL) - 4.68%
#6
UNITED THERAPEUTICS CORP (UTHR) - 0.57%
BROADCOM INC (AVGO) - 4.66%
#7
OMNICOM GROUP INC (OMC) - 0.54%
ALPHABET INC CLASS C (GOOG) - 3.72%
#8
SLCMT1142 (n/a) - 0.52%
TESLA INC (TSLA) - 3.71%
#9
WILLIAMS-SONOMA INC (WSM) - 0.49%
META PLATFORMS INC CLASS A (META) - 3.26%
#10
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49%
ELI LILLY AND CO (LLY) - 2.97%
#11
US FOODS HOLDING CORP (USFD) - 0.47%
ADVANCED MICRO DEVICES INC (AMD) - 2.88%
#12
BUNGE GLOBAL SA (BG) - 0.45%
VISA INC CLASS A (V) - 1.88%
#13
EMCOR GROUP INC (EME) - 0.45%
COSTCO WHOLESALE CORP (COST) - 1.46%
#14
SMURFIT WESTROCK PLC (SW) - 0.45%
MASTERCARD INC CLASS A (MA) - 1.40%
#15
CF INDUSTRIES HOLDINGS INC (CF) - 0.43%
n/a (PLTR) - 1.27%
#16
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43%
NETFLIX INC (NFLX) - 1.26%
#17
MKS INC (MKSI) - 0.43%
UNITEDHEALTH GROUP INC (UNH) - 1.19%
#18
RELIANCE INC (RS) - 0.43%
GE AEROSPACE (GE) - 1.18%
#19
ITT INC (ITT) - 0.42%
GE VERNOVA INC (GEV) - 0.89%
#20
ILLUMINA INC (ILMN) - 0.42%
KLA CORP (KLAC) - 0.88%
#21
F5 INC (FFIV) - 0.42%
PALO ALTO NETWORKS INC (PANW) - 0.84%
#22
DUPONT DE NEMOURS INC (DD) - 0.42%
LINDE PLC (LIN) - 0.81%
#23
OVINTIV INC (OVV) - 0.40%
SALESFORCE INC (CRM) - 0.68%
#24
WESCO INTERNATIONAL INC (WCC) - 0.39%
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.68%
#25
EAST WEST BANCORP INC (EWBC) - 0.39%
THERMO FISHER SCIENTIFIC INC (TMO) - 0.64%
Total Holdings840197

VBR vs SCHG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VBR
+3.74%
SCHG
-2.14%
3M
VBR
+9.12%
Winner
SCHG
+10.42%
6M
Winner
VBR
+11.81%
SCHG
+5.35%
1Y
Winner
VBR
+27.45%
SCHG
+19.99%
5Y(CAGR)
VBR
+8.75%
Winner
SCHG
+14.01%
10Y(CAGR)
VBR
+10.76%
Winner
SCHG
+18.58%
Max(CAGR)
VBR
+9.52%
Winner
SCHG
+16.34%

VBR vs SCHG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVBRSCHG
2026+11.14%+3.08%
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 -1.82%. The current SCHG drawdown is -5.21%.

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
20260.52%0.11%
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%

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