SCHK vs VXUS

SCHK vs VXUS

Which is better, SCHK or VXUS?

Each has led over a different period.

SCHK has a lower expense ratio. SCHK led over 3Y, 5Y and the full window, VXUS over 1Y.

Lower Fees: SCHKHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSCHKVXUS
Expense Ratio0.03%Best0.05%
AUM$5.8B$158.1B
Dividend Yield1.01%2.51%
Holdings9868,747
YTD Return+14.09%+14.94%Best
1Y Return+16.89%+21.99%Best
3Y Return (annualized)+22.89%Best+20.89%
5Y Return (annualized)+12.81%Best+9.48%
Volatility (annualized)16.6%15.7%Best
Max Drawdown-34.8%Best-39.9%
$10,000 over 5 years$18,270Best$15,728
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 11, 2017Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 11, 2017 to Sep 22, 2026 (8.9 years).

SCHK vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.9 years both funds cover.

SCHK vs VXUS Performance

Schwab 1000 Index ETF (SCHK) is an ETF from Charles Schwab Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SCHK returned +16.89% while VXUS returned +21.99%. Year to date, SCHK is up 14.09% versus a gain of 14.94% for VXUS.

Over three years, SCHK compounded at +22.89% per year against +20.89% for VXUS; over five years the annualized figures are +12.81% and +9.48% respectively. Across the full 9-year window we track, SCHK has the edge at +13.89% annualized vs +7.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHK has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.7% for VXUS. 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 -34.8% for SCHK and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHK charges 0.03% per year while VXUS charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, SCHK currently yields 1.01% against 2.51% for VXUS.

Holdings Overlap

SCHK already in VXUS0.4%

At least 0.4% of SCHK's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

12 positions in common, counted across the 980 positions we hold weights for in SCHK and 8,082 in VXUS, against full books of 986 and 8,747.

Top Shared Holdings

StockWeight in SCHKWeight in VXUSDifference
MKLMarkel Group Inc0.03%0.76%0.73%
ANGJ:ZAAnglogold Ashanti Plc0.07%0.08%0.01%
HBANHuntington Bancshares Inc./Oh0.05%0.05%0.00%
AMRZ:SMAmrize Ag0.03%0.06%0.03%
SRESempra Common Stock0.08%0.00%0.08%
RBA:CARb Global, Inc0.02%0.05%0.03%
HALHalliburton Co.0.04%0.02%0.02%
KRKroger Co.0.05%0.00%0.05%
EGPEastgroup Properties Inc. Real Estate Investment Trust0.02%0.00%0.02%
AMAntero Midstream Corporationam0.01%0.01%0.00%

You are not choosing between two funds in isolation.

Whichever of SCHK and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHKVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHK or VXUS?

SCHK has an expense ratio of 0.03% while VXUS charges 0.05%. SCHK is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, SCHK or VXUS?

Over the past year SCHK returned +16.89% vs +21.99% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), SCHK annualized +13.89% vs +7.16% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHK or VXUS?

SCHK has been the more volatile fund at 16.6% annualized versus 15.7% for VXUS. Worst drawdown: SCHK -34.8% vs VXUS -39.9%.

Should I hold both SCHK and VXUS?

SCHK and VXUS have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCHK or VXUS?

SCHK yields 1.01% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than SCHK?

SCHK has a lower expense ratio. SCHK led over 3Y, 5Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.