VTI vs SCHB: Complete Comparison
Vanguard Total Stock Market ETF vs Schwab U.S. Broad Market ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VTI wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VTI wins with better number of holdings. Both have the same expense ratio, so cost isn't a differentiator. Consider VTI for your portfolio, but SCHB is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
9 shared holdings representing 31.4% portfolio overlap
Top Shared Holdings
| # | Stock | VTI Weight | SCHB Weight | Overlap |
|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | 5.45% | 6.47% | 5.45% |
| 2 | AAPL Apple Inc | 5.80% | 5.00% | 5.00% |
| 3 | NVDA NVIDIA Corp | 4.25% | 7.17% | 4.25% |
| 4 | AMZN Amazon.com Inc | 3.00% | 3.33% | 3.00% |
| 5 | META Meta Platforms Inc | 2.02% | 2.73% | 2.02% |
| 6 | GOOGL Alphabet Inc Class A | 1.77% | 1.87% | 1.77% |
| 7 | GOOG Alphabet Inc Class C | 1.52% | 1.51% | 1.51% |
| 8 | TSLA Tesla Inc | 1.36% | 1.43% | 1.36% |
| 9 | JPM JPMorgan Chase & Co | 1.19% | 1.33% | 1.19% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in VTI
Unique to VTI
| Symbol | Name | Weight |
|---|---|---|
| BRK.B | Berkshire Hathaway Inc Class B | 1.44% |
Top Holdings Only in SCHB
Unique to SCHB
| Symbol | Name | Weight |
|---|---|---|
| AVGO | AVGO | 2.27% |
| BRK-B | BRK-B | 1.40% |
| LLY | LLY | 0.99% |
| V | V | 0.95% |
| NFLX | NFLX | 0.81% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: 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.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
Want deeper analysis on VTI or SCHB?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.