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SCHA vs VB: Performance & Backtest Comparison

SCHA delivered the higher return - 13.02% CAGR vs 12.68% - over 2009-12-31 → 2026-06-30.

Growth comparison

Drawdown

Annual returns

SCHAVB
NameSchwab U.S. Small-Cap ETFVanguard Small-Cap ETF
CAGR13.02%12.68%
Total return661.52%624.05%
Volatility19.19%18.33%
Max drawdown-31.57%Mar 2020-30.07%Mar 2020
Sharpe0.660.67
Sortino0.980.97
Best year39.51%37.70%
Worst year-19.24%-17.54%
Final balance$76,152$72,405

Correlation of monthly returns: 0.99. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, SCHA or VB?

Over 2009-12-31 to 2026-06-30, SCHA performed better: 13.02% annualized versus 12.68% for VB, with dividends reinvested. Past performance does not guarantee future results.

How similar are SCHA and VB?

Their monthly returns have a correlation of 0.99 over the common period. SCHA is Schwab U.S. Small-Cap ETF; VB is Vanguard Small-Cap ETF.

Which is riskier, SCHA or VB?

Over the common period SCHA had 19.19% annualized volatility and a -31.57% max drawdown, versus 18.33% and -30.07% for VB.