Which returned more over the last year, SCHB or VO?

In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and VO +12.8%.

Which is cheaper, SCHB or VO?

Neither: SCHB and VO both charge 0.03% a year. Fees come from each fund's prospectus.

How much do SCHB and VO overlap with the S&P 500?

By their latest filed holdings, 88% of SCHB and 91% of VO by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

SCHB vs VO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SCHB returned +13.4% to VO's +12.8%; 15% 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 $103.4bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap ETF.

SCHB on its own →VO on its own →

At a glance

+13.4%

SCHB total return, 1 year

+12.8%

VO total return, 1 year

0.03%

SCHB expense ratio

0.03%

VO expense ratio

Pair scorecard

Both cost 0.03% a year; their one-year returns differ by 0.6 points.

SCHB vs VO: Differences, Returns & Fees
Measure	SCHB	VO
Return
Measure	SCHB	VO
Total return, 1 year	+13.4%	+12.8%
Drawdown
Measure	SCHB	VO
Below its high		3.1%, high on Aug 14, 2026
Benchmark
Measure	SCHB	VO
What it tracks	Dow Jones U.S. Broad Stock Market Index	Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index)
Cost and size
Measure	SCHB	VO
Expense ratio	0.03%	0.03%
Net assets, SCHB as of Aug 31, 2026 and VO as of Sep 30, 2026	$44.6bn	$103.4bn
Holdings
Measure	SCHB	VO
Holdings in common	15%
Top ten holdings, share of the fund	33.7%	9.7%

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

What they share

15%

By the books each fund has filed, SCHB and VO hold 15% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Sep 30, 2026.

50%

0 half 100%

half

15% in common

Positions both hold · largest shared weight first SCHB VO

Newmont Corp 0.18% 0.60%

Snowflake Inc 0.15% 0.55%

Marathon Petroleum Corp 0.15% 1.10%

Valero Energy Corp 0.14% 1.10%

Fortinet Inc 0.14% 0.55%

Vertiv Holdings Co 0.13% 0.92%

Phillips 66 0.13% 1.01%

Howmet Aerospace Inc 0.13% 0.89%

Cloudflare Inc 0.13% 1.11%

Williams Cos Inc 0.12% 0.41%

Quanta Services Inc 0.12% 0.95%

SLB Ltd 0.12% 0.71%

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 VO

ONEOK Inc 0.53%

Waste Connections Inc 0.38%

HEICO Corp 0.17%

MKTLIQ 0.17%

SLCMT1142 0.12%

Fox Corp 0.07%

Lennar Corp 0.01%

Check overlap with more funds →

Side by side

SCHB Schwab U.S. Broad Market ETF VO Vanguard Morningstar Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer Schwab Vanguard

What it is Tracks an index of US broad market Tracks an index of Mid-Cap

Total return, 1 year +13.4% +12.8%

Expense ratio 0.03% 0.03%

Already in the S&P 500 88.0% 91.1%

Holdings 2372 273

Net assets, SCHB as of Aug 31, 2026 and VO as of Sep 30, 2026 $44.6bn $103.4bn

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

Client brief · page 1 of 2 Report BR-F7B400FEFE

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

What each follows. SCHB follows Dow Jones U.S. Broad Stock Market Index and VO follows Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index).
Holdings in common. 15% of the weight is in the same securities (holdings dated Aug 31, 2026 and Sep 30, 2026).
Number of holdings. SCHB holds 2,372 positions and VO holds 273.

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%.

VO tracks an index of Mid-Cap. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 273 positions, with the top ten at 9.7%. It sat 3.1% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, SCHB or VO?: In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and VO +12.8%.
Which is cheaper, SCHB or VO?: Neither: SCHB and VO both charge 0.03% a year. Fees come from each fund's prospectus.
How much do SCHB and VO overlap with the S&P 500?: By their latest filed holdings, 88% of SCHB and 91% of VO by weight is stocks the S&P 500 already holds.

Other comparisons

IJH vs SCHB SCHB vs VXF MDY vs SCHB FTGS vs SCHB ITOT vs VO VIG vs VO AVUS vs VO VO vs XLG

Where to next

SCHB on its own →VO on its own →Hold both: look the portfolio through →Rankings →SCHB dividend history →SCHB holdings →VO dividend history →VO holdings →Standards and sources →

Sources and dates

SCHB filings on SEC EDGAR ↗

SCHB prospectus with the expense ratio (SEC) ↗

Schwab website ↗

VO filings on SEC EDGAR ↗

VO prospectus with the expense ratio (SEC) ↗

Vanguard page for VO ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, SCHB against VO, data as of Oct 28, 2026. https://etfiq.com/compare/any/schb-vs-vo

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.