SCHG vs VXUS

Quick Verdict

SCHG has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: SCHGHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSCHGVXUSWinner
Expense Ratio0.04%0.05%
AUM$58.8B$156.5B
Dividend Yield0.39%2.60%
Holdings1968,747
YTD Return+7.50%+11.69%
1Y Return+16.26%+26.65%
3Y Return (annualized)+23.38%+18.15%
5Y Return (annualized)+13.52%+8.66%
Volatility (annualized)16.7%15.0%
Max Drawdown-34.6%-39.9%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 11, 2009Jan 26, 2011

SCHG vs VXUS Performance

Schwab US Large-Cap Growth ETF (SCHG) is a ETF from Charles Schwab Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SCHG returned +16.26% while VXUS returned +26.65%. Year to date, SCHG is up 7.50% versus a gain of 11.69% for VXUS.

Over three years, SCHG compounded at +23.38% per year against +18.15% for VXUS; over five years the annualized figures are +13.52% and +8.66% respectively. Across the full 16-year window we track, SCHG has the edge at +15.68% annualized vs +4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHG has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.6% for SCHG and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHG charges 0.04% per year while VXUS charges 0.05%. On a $10,000 position that is $4 vs $5 annually, a gap of $1 per year that compounds over a long holding period. On income, SCHG currently yields 0.39% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SCHG and VXUS share 0 holdings out of 8054 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SCHG or VXUS?

SCHG has an expense ratio of 0.04% while VXUS charges 0.05%. SCHG is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, SCHG or VXUS?

Over the past year SCHG returned +16.26% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), SCHG annualized +15.68% vs +4.69% for VXUS. Past performance does not guarantee future results.

Which is riskier, SCHG or VXUS?

SCHG has been the more volatile fund at 16.7% annualized versus 15.0% for VXUS. Worst drawdown: SCHG -34.6% vs VXUS -39.9%.

Should I hold both SCHG and VXUS?

SCHG and VXUS have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHG and VXUS?

SCHG and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8054 unique securities.

Which pays a higher dividend, SCHG or VXUS?

SCHG yields 0.39% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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