SCHP vs VOO

Quick Verdict

VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: TiedHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSCHPVOOWinner
Expense Ratio0.03%0.03%
AUM$16.3B$979.0B
Dividend Yield4.00%1.09%
Holdings49509
YTD Return-0.12%+13.79%
1Y Return+0.96%+23.01%
3Y Return (annualized)+3.78%+21.78%
5Y Return (annualized)+0.31%+13.39%
Volatility (annualized)5.0%14.1%
Max Drawdown-14.3%-34.3%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 5, 2010Sep 7, 2010

SCHP vs VOO Performance

Schwab US TIPs ETF (SCHP) 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 SCHP returned +0.96% while VOO returned +23.01%. Year to date, SCHP is down 0.12% versus a gain of 13.79% for VOO.

Over three years, SCHP compounded at +3.78% per year against +21.78% for VOO; over five years the annualized figures are +0.31% and +13.39% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +1.67%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.0% for SCHP. 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 -14.3% for SCHP 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHP charges 0.03% per year while VOO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SCHP currently yields 4.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, SCHP or VOO?

SCHP has an expense ratio of 0.03% while VOO charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, SCHP or VOO?

Over the past year SCHP returned +0.96% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), SCHP annualized +1.67% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, SCHP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 5.0% for SCHP. Worst drawdown: SCHP -14.3% vs VOO -34.3%.

Should I hold both SCHP and VOO?

SCHP and VOO have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHP or VOO?

SCHP yields 4.00% while VOO yields 1.09%, so SCHP currently pays the higher dividend yield.

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