SCHV Alternatives & Similar ETFs

Schwab U.S. Large-Cap Value ETF (SCHV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SCHV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SCHV

SCHV charges 0.04% annually. No ETFs in the Large Cap Value Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
IUSV	iShares Core S&P U.S. Value ETF	0.04%	26.18B	Jul 2000	SCHV vs IUSV
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	35.07B	Sep 2000	SCHV vs SPYV
VTV	Vanguard Value ETF	0.04%	245.00B	Jan 2004	SCHV vs VTV
ILCV	iShares Morningstar Value ETF	0.04%	1.38B	Jun 2004	SCHV vs ILCV
DIVB	iShares Core Dividend ETF	0.05%	1.89B	Nov 2017	SCHV vs DIVB

Best Risk-Adjusted Alternatives to SCHV

SCHV has a PortfoliosLab risk / return rank of 84. There are 28 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	96	14.76B	Apr 2013	SCHV vs VLUE
SEIV	SEI Enhanced US Large Cap Value Factor ETF	93	956.28M	May 2022	SCHV vs SEIV
AVLV	Avantis U.S. Large Cap Value ETF	92	12.01B	Sep 2021	SCHV vs AVLV
PWV	Invesco Dynamic Large Cap Value ETF	92	1.53B	Mar 2005	SCHV vs PWV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	90	26.73B	Aug 2013	SCHV vs FNDX

Top Performing SCHV Alternatives (YTD)

SCHV is at 16.55% YTD. There are 12 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.95%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	44.95%	14.76B	Apr 2013	SCHV vs VLUE
CBSE	Clough Select Equity ETF	27.58%	55.44M	Nov 2020	SCHV vs CBSE
ELCV	Eventide High Dividend ETF	22.93%	150.61M	Sep 2024	SCHV vs ELCV
AVLV	Avantis U.S. Large Cap Value ETF	20.53%	12.01B	Sep 2021	SCHV vs AVLV
ROE	Astoria US Equal Weight Quality Kings ETF	19.16%	164.26M	Jul 2023	SCHV vs ROE

Lowest Volatility Alternatives to SCHV

SCHV has 11.13% 1-year volatility. There are 56 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.93%.

Symbol	Name	Volatility 1Y	AUM	Inception
MDLV	Morgan Dempsey Large Cap Value ETF	8.93%	32.39M	Apr 2023	SCHV vs MDLV
ABEQ	Absolute Select Value ETF	8.94%	141.50M	Jan 2020	SCHV vs ABEQ
DLN	WisdomTree U.S. LargeCap Dividend Fund	9.01%	6.12B	Jun 2006	SCHV vs DLN
BGIG	Bahl & Gaynor Income Growth ETF	9.03%	342.03M	Sep 2023	SCHV vs BGIG
DTD	WisdomTree U.S. Total Dividend Fund	9.39%	1.61B	Jun 2006	SCHV vs DTD

Lowest Drawdown Alternatives to SCHV

SCHV has a 1-year max drawdown of -6.83%. There are 56 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PWV	Invesco Dynamic Large Cap Value ETF	-4.05%	1.53B	Mar 2005	SCHV vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	9.22B	Mar 2006	SCHV vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	SCHV vs MDLV
VMAX	Hartford US Value ETF	-4.93%	48.54M	Dec 2023	SCHV vs VMAX
ELCV	Eventide High Dividend ETF	-5.05%	150.61M	Sep 2024	SCHV vs ELCV

Other ETFs from Charles Schwab

The 10 most viewed Charles Schwab ETFs shown here include SCHD, SCHG, SCHX and span 8 categories. AUM among these funds goes as high as $100B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	16.62%	99.95B	Oct 2011	SCHV vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	27	1.23%	59.17B	Dec 2009	SCHV vs SCHG
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	56	7.70%	72.05B	Nov 2009	SCHV vs SCHX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	59	8.57%	43.10B	Nov 2009	SCHV vs SCHB
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	56	13.39%	67.19B	Nov 2009	SCHV vs SCHF
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	48	5.99%	2.29B	Apr 2021	SCHV vs SCHY
FNDF	Schwab Fundamental International Equity ETF	Foreign Large Cap Equities, Large Cap Value Equities	77	15.75%	24.80B	Aug 2013	SCHV vs FNDF
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	77	22.67%	23.58B	Nov 2009	SCHV vs SCHA
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	35	1.15%	16.06B	Aug 2010	SCHV vs SCHP
SCHH	Schwab US REIT ETF	REIT	31	14.69%	10.00B	Jan 2011	SCHV vs SCHH

Often Compared With SCHV

Investors most often compare SCHV with VOO, SPY, VTI. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	8.08%	1.70T	Sep 2010	SCHV vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	60	8.10%	765.27B	Jan 1993	SCHV vs SPY
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	60	8.80%	2.30T	May 2001	SCHV vs VTI
IVE	iShares S&P 500 Value ETF	Large Cap Value Equities, S&P 500	67	7.52%	47.47B	May 2000	SCHV vs IVE
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Value Equities, Dividend	81	11.70%	455.13M	Dec 2015	SCHV vs DJD
QQQ	Invesco QQQ ETF	Nasdaq-100	59	15.95%	493.17B	Mar 1999	SCHV vs QQQ
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	85	15.42%	—	Nov 2013	SCHV vs FIOOX
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	16	1.49%	—	Dec 2015	SCHV vs MRFOX
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	82	10.61%	—	Dec 2012	SCHV vs FNKLX
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	49	9.29%	—	Nov 1990	SCHV vs HOVLX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	27	1.40%	54.80B	Sep 2010	SCHV vs VONG
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	13	1.76%	—	Apr 2010	SCHV vs AWYIX
BUSA	Brandes U.S. Value ETF	Large Cap Value Equities	58	7.99%	293.26M	Oct 2023	SCHV vs BUSA
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	12	7.83%	—	Feb 1986	SCHV vs KAUFX
PAUG	Innovator U.S. Equity Power Buffer ETF - August	Defined Outcome	87	4.88%	885.61M	Aug 2019	SCHV vs PAUG
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	26	0.68%	—	Dec 1987	SCHV vs HABDX
RSPF	Invesco S&P 500 Equal Weight Financials ETF	Financials Equities, S&P 500, Equal Weight	13	-0.87%	281.97M	Nov 2006	SCHV vs RSPF
MUNI	PIMCO Intermediate Municipal Bond Active ETF	Municipal Bonds	78	1.61%	3.00B	Nov 2009	SCHV vs MUNI
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	88	15.82%	12.70B	Dec 2007	SCHV vs MGV
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	23	-0.06%	—	Apr 1995	SCHV vs HOSGX

Compare SCHV with Any Fund or Stock

Compare SCHV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair SCHV with funds that move differently

Schwab U.S. Large-Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCHV.

Explore SCHV Diversifiers

Schwab U.S. Large-Cap Value ETF (SCHV) Alternatives