SCUS vs VTI

SCUS vs VTI

Which is better, SCUS or VTI?

Ultrashort Term Bond against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher 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

MetricSCUSVTI
Expense Ratio0.14%0.03%Best
AUM$258M$666.9B
Dividend Yield3.86%1.03%
Holdings1503,543
YTD Return+2.11%+12.30%Best
1Y Return+3.41%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)0.6%Best12.7%
Max Drawdown-0.4%Best-19.3%
$10,000 over 2.1 years$10,852$14,409Best
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleUltrashort Term BondLarge Cap Blend
InceptionAug 13, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 13, 2024 to Sep 18, 2026 (2.1 years).

SCUS 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 covers the 2.1 years both funds cover.

SCUS vs VTI Performance

Schwab Ultra-Short Income ETF (SCUS) 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 SCUS returned +3.41% while VTI returned +16.08%. Year to date, SCUS is up 2.11% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 0.6% for SCUS. 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 -0.4% for SCUS and -19.3% 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 0.25. They move largely independently of each other.

Fees and Cost Over Time

SCUS charges 0.14% per year while VTI charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, SCUS currently yields 3.86% against 1.03% for VTI.

Holdings Overlap

VTI already in SCUS0.6%

At least 0.6% of VTI's money is in holdings SCUS also owns.

Stated as a floor: for SCUS, our book for it covers 0.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 1 positions we hold weights for in SCUS and 3,463 in VTI, against full books of 150 and 3,543.

Top Shared Holdings

StockWeight in SCUSWeight in VTIDifference
BACBank Of America N/A0.08%0.55%0.47%

You are not choosing between two funds in isolation.

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

SCUSVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCUS or VTI?

SCUS has an expense ratio of 0.14% while VTI charges 0.03%. VTI is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, SCUS or VTI?

Over the past year SCUS returned +3.41% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), SCUS annualized +3.97% vs +19.00% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCUS or VTI?

VTI has been the more volatile fund at 12.7% annualized versus 0.6% for SCUS. Worst drawdown: SCUS -0.4% vs VTI -19.3%.

Should I hold both SCUS and VTI?

SCUS and VTI have a monthly-return correlation of 0.25, 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, SCUS or VTI?

SCUS yields 3.86% while VTI yields 1.03%, so SCUS currently pays the higher dividend yield.

Is VTI better than SCUS?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.