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