SCHC vs VOO

SCHC vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. SCHC offers more diversification with 2,271 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: SCHC

Side-by-Side Comparison

MetricSCHCVOOWinner
Expense Ratio0.06%0.03%
AUM$5.7B$997.4B
Dividend Yield3.48%1.08%
Holdings2,271509
YTD Return+11.82%+13.73%
1Y Return+20.80%+21.53%
3Y Return (annualized)+19.73%+22.60%
5Y Return (annualized)+7.14%+13.31%
Volatility (annualized)17.4%14.1%
Max Drawdown-47.1%-34.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionJan 14, 2010Sep 7, 2010

SCHC vs VOO Performance

Schwab International Small-Cap Equity ETF (SCHC) is a ETF from Charles Schwab Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCHC returned +20.80% while VOO returned +21.53%. Year to date, SCHC is up 11.82% versus a gain of 13.73% for VOO.

Over three years, SCHC compounded at +19.73% per year against +22.60% for VOO; over five years the annualized figures are +7.14% and +13.31% respectively. Across the full 16-year window we track, VOO has the edge at +13.55% annualized vs +5.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHC has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -47.1% for SCHC and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHC charges 0.06% per year while VOO charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, SCHC currently yields 3.48% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

SCHC and VOO share 1 holdings out of 2032 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHCWeight in VOODifference
CRL0.05%0.02%0.03%

Frequently Asked Questions

Which is cheaper, SCHC or VOO?

SCHC has an expense ratio of 0.06% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, SCHC or VOO?

Over the past year SCHC returned +20.80% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SCHC annualized +5.27% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, SCHC or VOO?

SCHC has been the more volatile fund at 17.4% annualized versus 14.1% for VOO. Worst drawdown: SCHC -47.1% vs VOO -34.3%.

Should I hold both SCHC and VOO?

SCHC and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHC and VOO?

SCHC and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2032 unique securities.

Which pays a higher dividend, SCHC or VOO?

SCHC yields 3.48% while VOO yields 1.08%, so SCHC currently pays the higher dividend yield.

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