SCHQ vs VTI

Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSCHQVTIWinner
Expense Ratio0.03%0.03%
AUM$806M$663.5B
Dividend Yield4.73%1.07%
Holdings983,543
YTD Return-2.58%+14.96%
1Y Return-1.09%+22.39%
3Y Return (annualized)+0.30%+21.51%
5Y Return (annualized)-6.94%+12.36%
Volatility (annualized)13.5%15.4%
Max Drawdown-46.7%-56.6%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 10, 2019May 24, 2001

SCHQ vs VTI Performance

Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SCHQ returned -1.09% while VTI returned +22.39%. Year to date, SCHQ is down 2.58% versus a gain of 14.96% for VTI.

Over three years, SCHQ compounded at +0.30% per year against +21.51% for VTI; over five years the annualized figures are -6.94% and +12.36% respectively. Across the full 7-year window we track, VTI has the edge at +8.16% annualized vs -4.40%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.5% for SCHQ. 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 -46.7% for SCHQ and -56.6% for VTI. 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHQ charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SCHQ currently yields 4.73% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SCHQ or VTI?

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

Which performed better, SCHQ or VTI?

Over the past year SCHQ returned -1.09% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), SCHQ annualized -4.40% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, SCHQ or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 13.5% for SCHQ. Worst drawdown: SCHQ -46.7% vs VTI -56.6%.

Should I hold both SCHQ and VTI?

SCHQ and VTI have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHQ or VTI?

SCHQ yields 4.73% while VTI yields 1.07%, so SCHQ currently pays the higher dividend yield.

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