Vanguard Total Stock Market ETF (CRSP US Total Market) against Schwab U.S. Broad Market ETF (Dow Jones U.S. Broad Stock Market) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VTI | SCHB | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +13.8% | +13.8% | -0.01 pp |
| 1Y CAGR | +19.9% | +19.7% | +0.17 pp |
| 3Y CAGR | +21.5% | +21.5% | -0.01 pp |
| 5Y CAGR | +11.8% | +11.9% | -0.04 pp |
| 10Y CAGR | +14.9% | +14.9% | +0.00 pp |
| Since inception CAGR | +9.82% | +14.4% | -4.57 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VTI minus SCHB. VTI since-inception measured from first available bar June 15, 2001. SCHB since-inception measured from first available bar November 3, 2009. Since-inception spans differ — compare that row with care.
| VTI | SCHB | |
|---|---|---|
| Name | Vanguard Morningstar Total Stock Market ETF | Schwab U.S. Broad Market ETF |
| Category | Large Blend | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.03% | 0.03% |
| Assets (AUM) | $2.29T | $43.3B |
| Dividend yield | 1.06% | 1.04% |
| Avg volume (3-mo) | 3.3M | 7.8M |
| Inception | May 24, 2001 | November 3, 2009 |
| Benchmark proxy | CRSP US Total Market | Dow Jones US Broad Stock Market |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | VTI | SCHB | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 6.40% | 6.56% | 6.40% |
| AAPLApple Inc | 6.29% | 6.80% | 6.29% |
| MSFTMicrosoft Corp | 4.78% | 4.65% | 4.65% |
| AMZNAmazon.com Inc | 3.64% | 3.20% | 3.20% |
| GOOGLAlphabet Inc Class A | 2.89% | 2.72% | 2.72% |
| AVGOBroadcom Inc | 2.55% |
| 2.55% |
| 2.55% |
| GOOGAlphabet Inc Class C | 2.31% | 2.19% | 2.19% |
| METAMeta Platforms Inc Class A | 1.69% | 1.64% | 1.64% |
| JPMJPMorgan Chase & Co | 1.31% | 1.31% | 1.31% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.