VEA vs SCHB: Complete Comparison

Vanguard FTSE Developed Markets ETF vs Schwab U.S. Broad Market ETF — overlap, correlation, performance & risk analysis

Holdings Overlap
0.00%
Very Low Overlap
Shared Holdings
0 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

VEA
SCHB
0.0%
VEA Only
Overlap
SCHB Only

Price Performance

Historical price comparison over 3M

VEA Return
+9.03%
SCHB Return
+8.40%
Winner
VEA
+0.63%
Max Drawdown
VEA: -5.2%
SCHB: -5.3%
VEA Volatility (annualized)11.09%
SCHB Volatility (annualized)11.83%

📈 Comparison

Metric
VEA
SCHB
1 Year Return
+14.2%
+25.8%
3 Year Return
+5.5%
+9.8%
5 Year Return
+8.8%
+15.2%
Volatility
18.80%
18.80%
Expense Ratio
0.05%
0.03%
⚠️ Past performance does not guarantee future results. Data may be delayed.

⚠️Risk Metrics

Metric
VEA
SCHB
Volatility
18.80%
18.80%
Sharpe Ratio
0.42
0.78
Sortino Ratio
0.58
1.05
Max Drawdown
-41.20%
-34.20%
Beta
0.82
1.01

Interpretation:

  • 📊 Lower volatility = smoother ride
  • ⚡ Higher Sharpe/Sortino = better risk-adjusted returns
  • ⚠️ Smaller max drawdown = less worst-case pain
  • 📈 Beta > 1 = more volatile than S&P 500

⚔️ Comparison

10 - 8

🏆 VEA wins this comparison

Key Factors

💰 Expense Ratio
VEA:0.05%
vs
SCHB:0.03%
🎯 Number of Holdings
VEA:3,929 holdings
vs
SCHB:2,500 holdings
📈 5-Year Return
VEA:+8.8%
vs
SCHB:+15.2%
Additional Metrics (5)
⚖️ Concentration Risk
VEA: 15.6% in top 10
SCHB: 33.2% in top 10
📊 Assets Under Management
VEA: $120B ✓
SCHB: $28B
Sharpe Ratio
VEA: 0.42
SCHB: 0.78
📉 Volatility
VEA: 18.8%
SCHB: 18.8%
🔍 Uniqueness vs SPY
VEA: 100.0% unique
SCHB: 16.3% unique

Bottom line: VEA wins with better number of holdings. Consider VEA for your portfolio, but SCHB is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

0 shared holdings representing 0.0% portfolio overlap

Top Shared Holdings

#StockVEA WeightSCHB WeightOverlap
0
Shared Stocks
0.0%
Total Overlap
0
Sectors Represented

Top Holdings Only in VEA

Unique to VEA

Scroll horizontally to see all data
SymbolNameWeight
NESNNestle SA2.25%
ASMLASML Holding NV2.05%
NVONovo Nordisk A/S1.85%
TMToyota Motor Corp1.65%
SAPSAP SE1.55%

Top Holdings Only in SCHB

Unique to SCHB

Scroll horizontally to see all data
SymbolNameWeight
NVDANVDA7.17%
MSFTMSFT6.47%
AAPLAAPL5.00%
AMZNAMZN3.33%
METAMETA2.73%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = Σ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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