SCHK vs. VTI
Compare and contrast key facts about Schwab 1000 Index ETF (SCHK) and Vanguard Total Stock Market ETF (VTI).
SCHK and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both SCHK and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHK or VTI.
Correlation
The correlation between SCHK and VTI is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SCHK vs. VTI - Performance Comparison
Key characteristics
SCHK:
0.49
VTI:
0.44
SCHK:
0.82
VTI:
0.76
SCHK:
1.12
VTI:
1.11
SCHK:
0.50
VTI:
0.46
SCHK:
2.08
VTI:
1.90
SCHK:
4.62%
VTI:
4.66%
SCHK:
19.58%
VTI:
19.96%
SCHK:
-34.80%
VTI:
-55.45%
SCHK:
-12.64%
VTI:
-12.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with SCHK having a -8.56% return and VTI slightly lower at -8.78%.
SCHK
-8.56%
-6.82%
-6.75%
7.32%
15.82%
N/A
VTI
-8.78%
-6.92%
-6.96%
6.54%
14.98%
11.05%
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SCHK vs. VTI - Expense Ratio Comparison
SCHK has a 0.05% expense ratio, which is higher than VTI's 0.03% expense ratio. However, 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
SCHK vs. VTI — Risk-Adjusted Performance Rank
SCHK
VTI
SCHK vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index ETF (SCHK) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
SCHK vs. VTI - Dividend Comparison
SCHK's dividend yield for the trailing twelve months is around 1.33%, less than VTI's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHK Schwab 1000 Index ETF | 1.33% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.81% | 0.31% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.42% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SCHK vs. VTI - Drawdown Comparison
The maximum SCHK drawdown since its inception was -34.80%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SCHK and VTI. For additional features, visit the drawdowns tool.
Volatility
SCHK vs. VTI - Volatility Comparison
Schwab 1000 Index ETF (SCHK) and Vanguard Total Stock Market ETF (VTI) have volatilities of 14.17% and 14.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.