Performance
VTI vs. SCHD - Performance Comparison
In the year-to-date period, VTI achieves a 16.87% return, which is significantly higher than SCHD's 10.54% return. Over the past 10 years, VTI has outperformed SCHD with an annualized return of 12.33%, while SCHD has yielded a comparatively lower 11.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VTI
SCHD
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VTI vs. SCHD - Expense Ratio Comparison
VTI has a 0.03% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VTI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market ETF (VTI) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
VTI vs. SCHD - Sharpe Ratio Comparison
The current VTI Sharpe Ratio is 1.99, which is higher than the SCHD Sharpe Ratio of 1.38. The chart below compares the 12-month rolling Sharpe Ratio of VTI and SCHD.
VTI
SCHD
Dividends
VTI vs. SCHD - Dividend Comparison
VTI's dividend yield for the trailing twelve months is around 1.33%, less than SCHD's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | 1.33% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VTI vs. SCHD - Drawdown Comparison
The maximum VTI drawdown since its inception was -55.45%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VTI and SCHD. For additional features, visit the drawdowns tool.
VTI
SCHD
Volatility
VTI vs. SCHD - Volatility Comparison
Vanguard Total Stock Market ETF (VTI) has a higher volatility of 4.37% compared to Schwab US Dividend Equity ETF (SCHD) at 3.07%. This indicates that VTI's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
VTI
SCHD
