SCHO vs VTI

SCHO vs VTI

Which is better, SCHO or VTI?

Short Term Government Bond against Large Cap Blend.

VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: VTI

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

MetricSCHOVTI
Expense Ratio0.03%Tie0.03%Tie
AUM$15.1B$666.9B
Dividend Yield3.87%1.03%
Holdings973,543
YTD Return+0.67%+12.57%Best
1Y Return+1.84%+17.22%Best
3Y Return (annualized)+4.01%+20.87%Best
5Y Return (annualized)+1.77%+11.86%Best
Volatility (annualized)1.4%Best14.6%
Max Drawdown-6.3%Best-35.0%
$10,000 over 5 years$10,917$17,514Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term Government BondLarge Cap Blend
InceptionAug 5, 2010May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 5, 2010 to Sep 11, 2026 (16.1 years).

SCHO vs VTI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHO vs VTI Performance

Schwab Short-Term US Treasury ETF (SCHO) is an ETF from Charles Schwab Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SCHO returned +1.84% while VTI returned +17.22%. Year to date, SCHO is up 0.67% versus a gain of 12.57% for VTI.

Over three years, SCHO compounded at +4.01% per year against +20.87% for VTI; over five years the annualized figures are +1.77% and +11.86% respectively. Across the full 16-year window we track, VTI has the edge at +12.91% annualized vs +0.71%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 1.4% for SCHO. 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 -6.3% for SCHO and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.07. They move largely independently of each other.

Fees and Cost Over Time

SCHO charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SCHO currently yields 3.87% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 75 holdings in SCHO and 2,787 in VTI, totalling 73.0% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 75 positions we hold weights for in SCHO and 2,787 in VTI, against full books of 97 and 3,543.

You are not choosing between two funds in isolation.

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

SCHOVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHO or VTI?

SCHO has an expense ratio of 0.03% while VTI charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, SCHO or VTI?

Over the past year SCHO returned +1.84% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), SCHO annualized +0.71% vs +12.91% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHO or VTI?

VTI has been the more volatile fund at 14.6% annualized versus 1.4% for SCHO. Worst drawdown: SCHO -6.3% vs VTI -35.0%.

Should I hold both SCHO and VTI?

SCHO and VTI have a monthly-return correlation of 0.07, 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, SCHO or VTI?

SCHO yields 3.87% while VTI yields 1.03%, so SCHO currently pays the higher dividend yield.

Is VTI better than SCHO?

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