Data as of Oct 28, 2026.

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SCHB vs VHT: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SCHB returned +13.4% to VHT's +25.0%; 10% of their weight is in the same names.

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Net assets: $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF, and $19.1bn on Sep 30, 2026 for Vanguard Health Care ETF.

At a glance
+13.4%
SCHB total return, 1 year
+25.0%
VHT total return, 1 year
0.03%
SCHB expense ratio
0.09%
VHT expense ratio

Pair scorecard

SCHB costs 0.06 points a year less; their one-year returns differ by 11.6 points.

SCHB vs VHT: Differences, Returns & Fees
MeasureSCHBVHT
Return
Total return, 1 year+13.4%+25.0%
Benchmark
What it tracksDow Jones U.S. Broad Stock Market IndexMSCI US Investable Market Index (IMI)/Health Care 25/50
Cost and size
Expense ratio0.03%0.09%
Net assets, SCHB as of Aug 31, 2026 and VHT as of Sep 30, 2026$44.6bn$19.1bn
Holdings
Holdings in common10%
Top ten holdings, share of the fund33.7%51.8%

Holdings in common uses holdings dated Aug 31, 2026 and Sep 30, 2026. Method

Risk and return

Nov 13, 2009 to Oct 23, 2026 · 884 weekly returns
SCHB VHT
Return
Total return edge SCHB +807.9% +723.5%
Annualized edge SCHB (slight) +13.9% +13.2%
Price return edge SCHB (slight) +582.0% +529.6%
Risk
Volatility edge VHT (slight) 16.5% 16.0%
Max drawdown edge VHT −33.3% −25.6%
Risk-adjusted
Sharpe edge SCHB (slight) 0.78 0.76
Sortino edge Tie 1.13 1.11
Calmar edge VHT 0.42 0.51
Reading

SCHB returned more: +807.9% to +723.5%. VHT swung slightly less: 16.0% to 16.5%. VHT fell less at its worst: −25.6% to −33.3%.

Full scorecard

9 measures, with how each is measured
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Risk and return: SCHB vs VHT: Differences, Returns & Fees
MeasureSCHBVHTEdgeHow it is measured
Return
Total return+807.9%+723.5%SCHBPrice change plus distributions, reinvested.
Annualized+13.9%+13.2%SCHB (slight)Total return as a yearly rate.
Price return+582.0%+529.6%SCHB (slight)Price change alone, distributions left out.
Risk
Volatility16.5%16.0%VHT (slight)Spread of weekly returns, annualized. Lower is steadier.
Downside deviation11.4%11.0%VHT (slight)Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown−33.3%−25.6%VHTDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.780.76SCHB (slight)Return above Treasury bills per unit of volatility.
Sortino1.131.11TieReturn above Treasury bills per unit of downside deviation.
Calmar0.420.51VHTAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

10%

By the books each fund has filed, SCHB and VHT hold 10% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.

0 half 100%

half

10% in common

Positions both hold · largest shared weight first SCHB VHT
Eli Lilly & Co 1.23% 12.95%
Johnson & Johnson 0.86% 8.79%
AbbVie Inc 0.61% 6.46%
Merck & Co Inc 0.49% 5.02%
UnitedHealth Group Inc 0.48% 4.66%
Amgen Inc 0.31% 3.18%
Thermo Fisher Scientific Inc 0.31% 3.51%
Abbott Laboratories 0.26% 2.41%
Gilead Sciences Inc 0.24% 2.59%
Pfizer Inc 0.22% 2.27%
Vertex Pharmaceuticals Inc 0.19% 1.85%
Bristol-Myers Squibb Co 0.18% 1.78%
Only in one fund ↓
Only in SCHB
NVIDIA Corp 7.20%
Apple Inc 6.27%
Microsoft Corp 5.08%
Amazon.com Inc 3.42%
Alphabet Inc 2.68%
Broadcom Inc 2.36%
Alphabet Inc 2.13%
Meta Platforms Inc 1.69%
Only in VHT
MKTLIQ 0.24%
SLBBH1142 0.14%
Kiniksa Pharmaceuticals International Plc 0.04%
SELLAS Life Sciences Group Inc 0.03%
Aurinia Pharmaceuticals Inc 0.02%
Newamsterdam Pharma Co NV 0.02%
UroGen Pharma Ltd 0.02%
Palvella Therapeutics Inc 0.02%
Check overlap with more funds →

Side by side

SCHB Schwab U.S. Broad Market ETF VHT Vanguard Health Care ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of US broad market Tracks an index of Health Care
Total return, 1 year +13.4% +25.0%
Its benchmark over the same days not measured +25.4% (FHLC)
Gap to its benchmark not measured −0.4 pts vs FHLC
Expense ratio 0.03% 0.09%
Already in the S&P 500 88.0% 85.5%
Holdings 2372 414
Net assets, SCHB as of Aug 31, 2026 and VHT as of Sep 30, 2026 $44.6bn $19.1bn

SCHB and VHT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-2A8C5E6A1C

SCHB and VHT do different jobs. What does each one do in a portfolio?

  1. What each follows. SCHB follows Dow Jones U.S. Broad Stock Market Index and VHT follows MSCI US Investable Market Index (IMI)/Health Care 25/50.
  2. Holdings in common. 10% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 SCHB returned +13.4% and VHT +25.0% with distributions reinvested, a gap of 11.6 points.

Data as of Oct 28, 2026.

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About each fund
SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

VHT

VHT tracks an index of Health Care. Over the year to Oct 28, 2026 it returned +25.0% with distributions reinvested, against +25.4% for its benchmark, the MSCI US Investable Market Index (IMI)/Health Care 25/50. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer as of Sep 30, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 414 positions, with the top ten at 51.8%.

Questions people ask

Which returned more over the last year, SCHB or VHT?
In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and VHT +25.0%.
Which is cheaper, SCHB or VHT?
SCHB is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SCHB and VHT overlap with the S&P 500?
By their latest filed holdings, 88% of SCHB and 86% of VHT by weight is stocks the S&P 500 already holds.
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ETFIQ, SCHB against VHT, data as of Oct 28, 2026. https://etfiq.com/compare/any/schb-vs-vht

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