SCHR vs VTI

Quick Verdict

VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: TiedHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSCHRVTIWinner
Expense Ratio0.03%0.03%
AUM$13.3B$663.5B
Dividend Yield3.90%1.07%
Holdings1013,543
YTD Return-0.48%+14.96%
1Y Return+1.30%+22.39%
3Y Return (annualized)+4.00%+21.51%
5Y Return (annualized)-0.12%+12.36%
Volatility (annualized)4.2%15.4%
Max Drawdown-16.6%-56.6%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 5, 2010May 24, 2001

SCHR vs VTI Performance

Schwab Intermediate-Term US Treasury ETF (SCHR) 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 SCHR returned +1.30% while VTI returned +22.39%. Year to date, SCHR is down 0.48% versus a gain of 14.96% for VTI.

Over three years, SCHR compounded at +4.00% per year against +21.51% for VTI; over five years the annualized figures are -0.12% and +12.36% respectively. Across the full 16-year window we track, VTI has the edge at +8.16% annualized vs +0.84%. 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 4.2% for SCHR. 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 -16.6% for SCHR 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 0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHR charges 0.03% per year while VTI charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, SCHR currently yields 3.90% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, SCHR or VTI?

SCHR 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, SCHR or VTI?

Over the past year SCHR returned +1.30% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), SCHR annualized +0.84% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, SCHR or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 4.2% for SCHR. Worst drawdown: SCHR -16.6% vs VTI -56.6%.

Should I hold both SCHR and VTI?

SCHR and VTI have a monthly-return correlation of 0.01, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHR or VTI?

SCHR yields 3.90% while VTI yields 1.07%, so SCHR currently pays the higher dividend yield.

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