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Fresh ETF Checkup: VTI, SCHB, ITOT Track Together on Cost and Returns as VTV Differentiates on Yield and Risk

For investors, the decision now largely comes down to trading scale versus a value-and-income tilt.

Overview

  • VTI and SCHB each charge 0.03% and show near‑matching 12‑month returns and yields (VTI 16.06% vs. SCHB 15.81% 1‑yr; both ~1.11% yield as of early January 2026).
  • Scale and liquidity diverge meaningfully, with VTI around $567 billion in assets, ITOT about $80 billion, and SCHB near $38 billion, supporting smoother execution for larger orders.
  • Broad‑market funds remain tech‑heavy and share top holdings, with Apple, Nvidia, and Microsoft accounting for roughly 18%–19% of VTI and SCHB and leading weights in ITOT as well.
  • VTV targets large‑cap value stocks and offers a higher dividend yield near 2% versus roughly 1.1% for broad‑market peers, reflecting its tilt toward financials, healthcare, and industrials.
  • Risk profiles differ, with VTV showing a notably shallower five‑year max drawdown than SCHB (about 17% vs. 25%) and a lower beta, trading off some growth for income and stability.