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
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	36.23B	Sep 2000	SCHV vs SPYV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	27.22B	Jul 2000	SCHV vs IUSV
VTV	Vanguard Value ETF	0.04%	254.20B	Jan 2004	SCHV vs VTV
ILCV	iShares Morningstar Value ETF	0.04%	1.32B	Jun 2004	SCHV vs ILCV
DIVB	iShares Core Dividend ETF	0.05%	1.71B	Nov 2017	SCHV vs DIVB

Best Risk-Adjusted Alternatives to SCHV

SCHV has a PortfoliosLab risk / return rank of 90. There are 53 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	97	9.07B	Apr 2013	SCHV vs VLUE
PWV	Invesco Large Cap Value ETF	97	1.72B	Mar 2005	SCHV vs PWV
SEIV	SEI QiM U.S. Large Cap Value Active ETF	96	956.28M	May 2022	SCHV vs SEIV
IWX	iShares Russell Top 200 Value ETF	96	3.98B	Sep 2009	SCHV vs IWX
FNDX	Schwab Fundamental U.S. Large Company Index ETF	96	26.79B	Aug 2013	SCHV vs FNDX

Top Performing SCHV Alternatives (YTD)

SCHV is at 18.95% YTD. There are 49 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.95%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	45.95%	9.07B	Apr 2013	SCHV vs VLUE
VFLO	VictoryShares Free Cash Flow ETF	28.74%	9.18B	Jun 2023	SCHV vs VFLO
DIVB	iShares Core Dividend ETF	27.57%	1.71B	Nov 2017	SCHV vs DIVB
SMRI	Bushido Capital US Equity ETF	24.79%	479.57M	Sep 2023	SCHV vs SMRI
AVLV	Avantis U.S. Large Cap Value ETF	24.76%	17.85B	Sep 2021	SCHV vs AVLV

Lowest Volatility Alternatives to SCHV

SCHV has 11.41% 1-year volatility. There are 74 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
KWIN	KraneShares Wahed Alternative Income Index ETF	4.02%	60.32M	Oct 2025	SCHV vs KWIN
INCE	Franklin Income Equity Focus ETF	8.34%	135.67M	Sep 2016	SCHV vs INCE
BGIG	Bahl & Gaynor Income Growth ETF	8.96%	342.03M	Sep 2023	SCHV vs BGIG
DLN	WisdomTree U.S. LargeCap Dividend Fund	9.04%	6.25B	Jun 2006	SCHV vs DLN
ABEQ	Absolute Select Value ETF	9.12%	143.00M	Jan 2020	SCHV vs ABEQ

Lowest Drawdown Alternatives to SCHV

SCHV has a 1-year max drawdown of -6.83%. There are 58 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 Large Cap Value ETF	-4.05%	1.72B	Mar 2005	SCHV vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.77B	Mar 2006	SCHV vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	SCHV vs MDLV
INCE	Franklin Income Equity Focus ETF	-4.90%	135.67M	Sep 2016	SCHV vs INCE
VMAX	Hartford US Value ETF	-4.93%	49.18M	Dec 2023	SCHV vs VMAX

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 $104B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	SCHV vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	36	9.14%	59.97B	Dec 2009	SCHV vs SCHG
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	70	13.66%	71.82B	Nov 2009	SCHV vs SCHX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	72	14.22%	43.26B	Nov 2009	SCHV vs SCHB
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	71	17.18%	67.17B	Nov 2009	SCHV vs SCHF
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	81	14.32%	2.52B	Apr 2021	SCHV vs SCHY
FNDF	Schwab Fundamental International Equity ETF	Foreign Large Cap Equities, Large Cap Value Equities	89	21.61%	25.13B	Aug 2013	SCHV vs FNDF
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	79	23.59%	22.23B	Nov 2009	SCHV vs SCHA
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	24	0.76%	16.38B	Aug 2010	SCHV vs SCHP
SCHH	Schwab US REIT ETF	REIT	51	17.34%	11.48B	Jan 2011	SCHV vs SCHH

Often Compared With SCHV

Investors most often compare SCHV with VOO, SPY, VTI. These 20 comparison targets span 12 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	72	13.74%	1.70T	Sep 2010	SCHV vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	SCHV vs SPY
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	72	14.27%	2.30T	May 2001	SCHV vs VTI
IVE	iShares S&P 500 Value ETF	Large Cap Value Equities, S&P 500	86	11.98%	48.98B	May 2000	SCHV vs IVE
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Value Equities, Dividend	90	16.11%	486.49M	Dec 2015	SCHV vs DJD
QQQ	Invesco QQQ ETF	Nasdaq-100	55	18.11%	452.80B	Mar 1999	SCHV vs QQQ
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	97	21.84%	—	Nov 2013	SCHV vs FIOOX
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	81	13.24%	—	Nov 1990	SCHV vs HOVLX
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	33	4.96%	—	Dec 2015	SCHV vs MRFOX
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	97	19.36%	—	Dec 2012	SCHV vs FNKLX
BUSA	Brandes U.S. Value ETF	Large Cap Value Equities	87	14.50%	293.26M	Oct 2023	SCHV vs BUSA
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	27	5.34%	53.40B	Sep 2010	SCHV vs VONG
AWYIX	CIBC Atlas Equity Income Fund	Dividend, Large Cap Growth Equities	24	3.46%	—	Apr 2010	SCHV vs AWYIX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	15	9.61%	—	Feb 1986	SCHV vs KAUFX
PAUG	Innovator U.S. Equity Power Buffer ETF - August	Defined Outcome	90	7.82%	852.66M	Aug 2019	SCHV vs PAUG
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	12	-0.52%	—	Dec 1987	SCHV vs HABDX
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-...	Municipal Bonds	64	0.62%	3.09B	Nov 2009	SCHV vs MUNI
RSPF	Invesco S&P 500 Equal Weight Financials ETF	Financials Equities, S&P 500, Equal Weight	30	9.05%	304.71M	Nov 2006	SCHV vs RSPF
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	94	18.96%	13.30B	Dec 2007	SCHV vs MGV
PMAY	Innovator U.S. Equity Power Buffer ETF - May	Defined Outcome	92	6.14%	807.14M	Apr 2020	SCHV vs PMAY

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