ETF comparison
SCHA vs VBR
Both US Small Cap.
Schwab U.S. Small-Cap ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
587 positions appear in both funds. Buying equal dollars of SCHA and VBR would leave roughly 40.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHA is 2 bps cheaper than VBR. On a $100,000 position that's about $20/yr more in fees for VBR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SCHA vs VBR.
Top shared holdings
587 shared in total| # | Holding | In SCHA | In VBR | Overlap |
|---|---|---|---|---|
| 1 | MKS Inc | 0.46% | 0.32% | 0.32% |
| 2 | Mueller Industries Inc | 0.30% | 0.29% | 0.29% |
| 3 | Viasat Inc | 0.23% | 0.25% | 0.23% |
| 4 | Valmont Industries Inc | 0.22% | 0.23% | 0.22% |
| 5 | Moog Inc | 0.22% | 0.26% | 0.22% |
| 6 | Wintrust Financial Corp | 0.21% | 0.23% | 0.21% |
| 7 | Ryder System Inc | 0.21% | 0.21% | 0.21% |
| 8 | Popular Inc | 0.21% | 0.22% | 0.21% |
| 9 | New York Times Co/The | 0.26% | 0.21% | 0.21% |
| 10 | Element Solutions Inc | 0.20% | 0.24% | 0.20% |
| 11 | Allison Transmission Holdings Inc | 0.20% | 0.20% | 0.20% |
| 12 | SOUTHSTATE BANK CORP | 0.20% | 0.21% | 0.20% |
Only in SCHA
1,118 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- Nextpower Inc 0.49%
- Coeur Mining Inc 0.42%
- TTM Technologies Inc 0.38%
- Guardant Health Inc 0.35%
Only in VBR
253 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- Atmos Energy Corp 0.62%
- Williams-Sonoma Inc 0.59%
- Moderna Inc 0.54%
- Smurfit Westrock PLC 0.52%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
Related comparisons
More comparisons with SCHA
- SCHA vs VBK · Vanguard Morningstar Small-Cap Growth ETF 36.8%
- SCHA vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 34.1%
- SCHA vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 34.0%
- SCHA vs IJR · iShares Core S&P Small-Cap ETF 33.9%
- SCHA vs IJH · iShares Core S&P Mid-Cap ETF 32.4%
- SCHA vs IWO · iShares Russell 2000 Growth ETF 32.4%
More comparisons with VBR
- VBR vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 30.2%
- VBR vs FNDA · Schwab Fundamental U.S. Small Company ETF 29.9%
- VBR vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 26.3%
- VBR vs IWM · iShares Russell 2000 ETF 25.8%
- VBR vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 25.1%
- VBR vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 20.9%
Percentages are holdings overlap with the named fund.
Open SCHA or VBR at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.