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VBR and SCHM share 55.2% of their holdings.
| Side by side | VBR | SCHM |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.05% | 0.03% |
| Cost per year on $10k | $5 | $3 |
| Trailing 12-mo yield | 1.80% | 1.27% |
| Income per year on $10k | $180 | $127 |
| YTD | +17.9% | +17.9% |
| 1 year | +22.0% | +21.1% |
| 3 years · per year | +20.1% | +20.0% |
| 5 years · per year | +8.7% | +6.9% |
| Worst drop · 1Y | −8.9% | −9.3% |
| Volatility · 1Y | 13.8% | 16.4% |
| Holdings | 841 | 503 |
| Assets | $64.1B | $14.8B |
| Leverage | None | None |
| Since | 2004 | 2011 |
Highlighted = best in the row. Returns include dividends.