SCHB vs VTV: A Portfolio Manager’s Confession
SCHB, bless its heart, tries to be everything to everyone. It’s the “just hold the whole market” option. A broad sweep, capturing growth and value, large and small. It’s the sort of thing you recommend to your less adventurous clients. The ones who just want to be left alone. VTV, on the other hand, is… pickier. It’s a value devotee. Large-cap, established companies. The kind that reliably… exist. It’s a bit like choosing between a sprawling buffet and a carefully curated tasting menu. Both have their merits. But they appeal to very different appetites.






