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SCHB vs VTI: Performance & Backtest Comparison

SCHB delivered the higher return - 13.97% CAGR vs 13.88% - over 2009-12-31 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

SCHBVTI
NameSchwab U.S. Broad Market ETFVanguard Total Stock Market ETF
CAGR13.97%13.88%
Total return783.70%771.94%
Volatility14.88%14.86%
Max drawdown-24.86%Sep 2022-24.81%Sep 2022
Sharpe0.860.86
Sortino1.271.26
Best year33.20%33.45%
Worst year-19.45%-19.51%
Final balance$88,370$87,194

Correlation of monthly returns: 1.00. 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, SCHB or VTI?

Over 2009-12-31 to 2026-07-31, SCHB performed better: 13.97% annualized versus 13.88% for VTI, with dividends reinvested. Past performance does not guarantee future results.

How similar are SCHB and VTI?

Their monthly returns have a correlation of 1.00 over the common period. SCHB is Schwab U.S. Broad Market ETF; VTI is Vanguard Total Stock Market ETF.

Which is riskier, SCHB or VTI?

Over the common period SCHB had 14.88% annualized volatility and a -24.86% max drawdown, versus 14.86% and -24.81% for VTI.