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SCHB vs. VTV

Schwab U.S. Broad Market ETF

SCHB
$
Today’s Change
()
vs

Vanguard Value ETF

VTV
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period Nov 3, 2009 to Aug 4, 2026

Returns

1M Trailing Return:

3M Trailing Return:

SCHB

2.4%

7.8%

VTV

2.0%

9.9%

Diff.

+0.4%

-2.1%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

SCHB

-35.3%

17.4%

VTV

-36.8%

16.3%

Diff.

+1.5%

+1.1%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

SCHB

0.87

0.41

VTV

0.82

0.35

Diff.

+0.05

+0.06

SCHBSchwab U.S. Broad Market ETF
VTVVanguard Value ETF

What is SCHB?

The fund offers diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance before fees and expenses of the approximately 2500-stock Dow Jones U.S. Broad Stock Market Index?.

Snapshot
**

SCHB Schwab U.S. Broad Market ETF
VTV Vanguard Value ETF
Inception date
Nov 3, 2009
Jan 26, 2004
Expense ratio
0.03%
0.04%
SCHB has a lower expense ratio than VTV by 0.01%. This can indicate that it’s cheaper to invest in SCHB than VTV.
Type
US Equities
US Equities
SCHB targets investing in US Equities, while VTV targets investing in US Equities.
Fund owner
Schwab
Vanguard
SCHB is managed by Schwab, while VTV is managed by Vanguard.
Volume (1m avg. daily)
$35,304,784
$286,252,231
Both SCHB and VTV are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$22,376,795,984
$99,087,028,917
SCHB has more assets under management than VTV by $76,710,232,933. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Dow Jones U.S. Broad Stock Market Index
CRSP U.S. Large Cap Value Index
SCHB is based off of the Dow Jones U.S. Broad Stock Market Index, while VTV is based off of the CRSP U.S. Large Cap Value Index
Inverse/Leveraged
No
No
Neither SCHB nor VTV use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
SCHB and VTV both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
No
SCHB and VTV may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither SCHB nor VTV require a K1.

Trading Strategies
Related toSCHB

Baller Basket

Category

Trend-following, Tactical allocation, Leveraged ETFs, Semiconductors, Treasuries, Volatility hedging, Momentum, RSI, Risk-on/risk-off

OOS Cumulative Return

275.8%

Trading Strategies
Related toVTV

Simons KMLM switcher (single pops)| BT 4/13/22 = A.R. 466% / D.D. 22% V2

Category

Tactical, momentum, mean‑reversion, volatility timing, leveraged ETFs, managed futures, risk‑on/risk‑off, event‑driven

OOS Cumulative Return

1769.52%

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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