SCHR vs VTI

SCHR vs VTI

Which is better, SCHR or VTI?

VTI has been ahead.

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

MetricSCHRVTI
Expense Ratio0.03%Tie0.03%Tie
AUM$13.4B$666.9B
Dividend Yield3.97%1.03%
Holdings1003,543
YTD Return-1.85%+12.08%Best
1Y Return-1.24%+16.31%Best
3Y Return (annualized)+3.61%+20.83%Best
5Y Return (annualized)-0.43%+11.89%Best
Volatility (annualized)4.2%Best14.6%
Max Drawdown-16.6%Best-35.0%
$10,000 over 5 years$9,787$17,537Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
Style-Large 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 14, 2026 (16.1 years).

SCHR 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.

SCHR vs VTI Performance

Schwab Intermediate-Term US Treasury ETF (SCHR) 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 SCHR returned -1.24% while VTI returned +16.31%. Year to date, SCHR is down 1.85% versus a gain of 12.08% for VTI.

Over three years, SCHR compounded at +3.61% per year against +20.83% for VTI; over five years the annualized figures are -0.43% and +11.89% respectively. Across the full 16-year window we track, VTI has the edge at +12.88% annualized vs +0.75%.

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 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 -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 0.02. They move largely independently of each other.

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 3.97% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in SCHR and 3,463 in VTI, totalling 0.5% and 98.1% 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 1 positions we hold weights for in SCHR and 3,463 in VTI, against full books of 100 and 3,543.

You are not choosing between two funds in isolation.

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

SCHRVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHR or VTI?

SCHR 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, SCHR or VTI?

Over the past year SCHR returned -1.24% vs +16.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (16 years), SCHR annualized +0.75% vs +12.88% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHR or VTI?

VTI has been the more volatile fund at 14.6% annualized versus 4.2% for SCHR. Worst drawdown: SCHR -16.6% vs VTI -35.0%.

Should I hold both SCHR and VTI?

SCHR and VTI have a monthly-return correlation of 0.02, 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, SCHR or VTI?

SCHR yields 3.97% while VTI yields 1.03%, so SCHR currently pays the higher dividend yield.

Is VTI better than SCHR?

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.