SCHR vs VXUS

Quick Verdict

SCHR has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: SCHRHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSCHRVXUSWinner
Expense Ratio0.03%0.05%
AUM$13.3B$156.5B
Dividend Yield3.90%2.60%
Holdings1018,747
YTD Return-0.64%+14.57%
1Y Return+1.29%+27.82%
3Y Return (annualized)+3.58%+19.27%
5Y Return (annualized)-0.12%+9.28%
Volatility (annualized)4.2%15.1%
Max Drawdown-16.6%-39.9%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 5, 2010Jan 26, 2011

SCHR vs VXUS Performance

Schwab Intermediate-Term US Treasury ETF (SCHR) is a ETF from Charles Schwab Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SCHR returned +1.29% while VXUS returned +27.82%. Year to date, SCHR is down 0.64% versus a gain of 14.57% for VXUS.

Over three years, SCHR compounded at +3.58% per year against +19.27% for VXUS; over five years the annualized figures are -0.12% and +9.28% respectively. Across the full 16-year window we track, VXUS has the edge at +4.86% annualized vs +0.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHR charges 0.03% per year while VXUS charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, SCHR currently yields 3.90% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, SCHR or VXUS?

SCHR has an expense ratio of 0.03% while VXUS charges 0.05%. SCHR is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, SCHR or VXUS?

Over the past year SCHR returned +1.29% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SCHR annualized +0.83% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SCHR or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.2% for SCHR. Worst drawdown: SCHR -16.6% vs VXUS -39.9%.

Should I hold both SCHR and VXUS?

SCHR and VXUS have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SCHR or VXUS?

SCHR yields 3.90% while VXUS yields 2.60%, so SCHR currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

X-ray your whole portfolio
$99/yr7-day refund. ETFs, mutual funds, 401(k)s.
Get Pro →