SCHB vs. VTV: SCHB Targets Broad Market Reach, While VTV Focuses on Value

Core Insights - Vanguard Value ETF (VTV) focuses on large-cap U.S. value stocks, while Schwab U.S. Broad Market ETF (SCHB) aims to mirror the total return of the U.S. broad stock market, highlighting their differences in cost, performance, risk, and portfolio makeup [2][9] Cost and Size Comparison - Both VTV and SCHB have an expense ratio of 0.03%, making them equally affordable [3][4] - As of March 24, 2026, VTV has a 1-year return of 12.8% and a dividend yield of 2.0%, while SCHB has a 1-year return of 13.7% and a dividend yield of 1.2% [3][4] - VTV has assets under management (AUM) of $165.5 billion, significantly larger than SCHB's AUM of $37.1 billion [3] Performance and Risk Comparison - Over the past five years, VTV experienced a maximum drawdown of -17.04%, compared to SCHB's -25.36% [5] - An investment of $1,000 in VTV would have grown to $1,513 over five years, while the same investment in SCHB would have grown to $1,595 [5] Portfolio Composition - SCHB holds over 2,400 stocks with a significant technology bias, comprising 32% of its assets, and its largest positions include Nvidia Corp, Apple Inc, and Microsoft Corp [6] - VTV concentrates on large-cap value stocks, with top holdings including Berkshire Hathaway Inc, JPMorgan Chase & Co, and Exxon Mobil Corp, focusing on financials, healthcare, and industrials [7]