SCHA vs VBR — stock comparison tool

SCHA currently yields 1.13% TTM versus VBR at 1.85%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHAVBR

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

SCHA

VBR

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHA Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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VBR Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

SCHA$32.57

—

Schwab U.S. Small-Cap ETF

VBR$238.81

—

Vanguard Morningstar Small-Cap Value ETF

Dividend Information

Dividend Yield

1.13%

1.85%

Annual Dividend

$0.37

$4.42

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

SCHA

1750 holdings

Financial Services17.01%

Healthcare16.83%

Technology15.34%

Industrials14.45%

Consumer Cyclical11.22%

Real Estate6.82%

Energy5.65%

Basic Materials4.27%

Consumer Defensive3.09%

Communication Services2.86%

Utilities2.46%

Cash & Others0.22%

Top 10 holdings

Name	Weight
SNDKSANDISK	4.86%
LITELUMENTUM HOLDINGS	1.43%
RVMDREVOLUTION MEDICINES	0.88%
ATIATI	0.58%
CDECOEUR MINING	0.47%
GHGUARDANT HEALTH	0.46%
MKSIMKS	0.36%
MTSIMACOM TECHNOLOGY SOLUTIONS	0.36%
HALOHALOZYME THERAPEUTICS	0.34%
BMNRBITMINE IMMERSION TECHNOLOGIES	0.32%
Top 10	10.06%

VBR

841 holdings

Financial Services17.57%

Industrials15.50%

Consumer Cyclical13.86%

Technology10.72%

Real Estate10.52%

Healthcare9.30%

Basic Materials5.38%

Energy5.12%

Utilities4.98%

Consumer Defensive4.49%

Communication Services2.56%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MRNAModerna Inc	0.79%
JBLJabil Inc	0.68%
WSMWilliams-Sonoma Inc	0.61%
ATOAtmos Energy Corp	0.60%
FFIVF5 Inc	0.57%
SWSmurfit Westrock PLC	0.53%
TPRTapestry Inc	0.52%
THCTenet Healthcare Corp	0.47%
VTRSViatris Inc	0.46%
OMCOmnicom Group Inc	0.46%
Top 10	5.69%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

SCHASharedVBR

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

SCHA: 3% also in VBRVBR: 3% also in SCHA

SCHA: showing top 100 holdings by weight (of 1750) · VBR: showing top 100 holdings by weight (of 841). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHA vs VBR)

Left = heavier in SCHA. Right = heavier in VBR.

SCHA overweight (left)VBR overweight (right)

Search ticker

3 shown

Overlapping tickers


BMNR	Financial Services	Financial - Capital Markets	0.3%	0.4%	0.3%
MLI	—	Manufacturing - Metal Fabrication	0.3%	0.3%	0.3%
ECHO	Communication Services	Telecommunications Services	0.2%	0.3%	0.2%

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