Vanguard VTI Tops Schwab SCHB With $2 Trillion AUM as Both Charge 0.03%
Updated
Updated · The Motley Fool · May 11
Vanguard VTI Tops Schwab SCHB With $2 Trillion AUM as Both Charge 0.03%
4 articles · Updated · The Motley Fool · May 11
VTI stands out mainly on scale and market breadth: it holds $2.0 trillion in assets and 3,598 stocks, versus SCHB’s $42 billion and 2,406 holdings.
Costs and recent results are nearly identical, with both ETFs charging 0.03%, yielding 1.00%, posting about 33.1% one-year returns, and showing the same 1.01 beta and 25.4% five-year max drawdown.
SCHB tracks the 2,500 largest U.S. companies and is cheaper per share after a 3-for-1 split in 2024, while VTI reaches further into smaller companies and offers tighter trading spreads through deeper liquidity.
Technology dominates both portfolios at roughly 31% to 32%, and Nvidia, Apple, and Microsoft are the top holdings in each fund, reinforcing how similar the two core U.S. equity ETFs are despite VTI’s edge.
Does VTI's broader market reach truly offer better long-term returns than SCHB's focus on larger companies?
Will AI and asset tokenization soon make the 0.03% ETF fee seem expensive?
As trillions flow into passive ETFs, are investors creating a bubble in the market's largest stocks?