What SCHB actually is

SCHB tracks the Dow Jones U.S. Broad Stock Market Index, which covers nearly all publicly traded US companies.

What is inside

Thousands of stocks weighted by size, with large companies making up most of the fund. It is similar in makeup and behavior to VTI and ITOT.

Distributions

SCHB pays quarterly dividends equal to what its holdings pay, with a yield close to the market’s. It is a core holding, so income is modest.

What to keep in mind

  • Large-cap dominance. The biggest firms drive returns.
  • Low income. Not an income fund.
  • Overlap. Similar to other total-market funds.

Quick take

SCHB is a simple core US stock fund, very similar to VTI and ITOT.