Overview
- Fresh comparisons show SCHB and ITOT each charge 0.03% and deliver matching one‑year returns and roughly 1.1% yields, while ITOT is larger at about $80.4 billion AUM versus SCHB’s $38.3 billion and trades more heavily.
- VTI and SCHB also align on 0.03% fees and recent yield and performance, though VTI’s scale near $567 billion and more than 3,500 holdings offer greater liquidity and breadth.
- Across the broad‑market funds, technology is the largest sector weight, and Nvidia, Apple, and Microsoft rank among the top positions.
- VTV targets large‑cap value with heavier weights in financials, industrials, and healthcare, offers a higher dividend yield near 2%, and holds roughly 315 stocks.
- For core U.S. market exposure the broad funds are largely interchangeable on cost and outcomes, leaving investors to choose between bigger fund size and trading depth or a value‑tilted, income‑oriented approach.