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
ILCV	iShares Morningstar Value ETF	0.04%	1.30B	Jun 2004	SCHV vs ILCV
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	35.82B	Sep 2000	SCHV vs SPYV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	27.02B	Jul 2000	SCHV vs IUSV
VTV	Vanguard Value ETF	0.04%	245.00B	Jan 2004	SCHV vs VTV
MGV	Vanguard Mega Cap Value ETF	0.05%	12.70B	Dec 2007	SCHV vs MGV

Best Risk-Adjusted Alternatives to SCHV

SCHV has a PortfoliosLab risk / return rank of 86. There are 41 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	9.78B	Apr 2013	SCHV vs VLUE
PWV	Invesco Dynamic Large Cap Value ETF	96	1.62B	Mar 2005	SCHV vs PWV
AVLV	Avantis U.S. Large Cap Value ETF	94	16.76B	Sep 2021	SCHV vs AVLV
SEIV	SEI Enhanced US Large Cap Value Factor ETF	94	956.28M	May 2022	SCHV vs SEIV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	94	26.25B	Aug 2013	SCHV vs FNDX

Top Performing SCHV Alternatives (YTD)

SCHV is at 15.65% YTD. There are 41 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.98%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	40.98%	9.78B	Apr 2013	SCHV vs VLUE
CBSE	Clough Select Equity ETF	25.76%	56.12M	Nov 2020	SCHV vs CBSE
AVLV	Avantis U.S. Large Cap Value ETF	21.74%	16.76B	Sep 2021	SCHV vs AVLV
ELCV	Eventide High Dividend ETF	21.51%	150.61M	Sep 2024	SCHV vs ELCV
VFLO	VictoryShares Free Cash Flow ETF	21.09%	8.17B	Jun 2023	SCHV vs VFLO

Lowest Volatility Alternatives to SCHV

SCHV has 11.27% 1-year volatility. There are 63 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
KWIN	KraneShares Wahed Alternative Income Index ETF	4.15%	60.27M	Oct 2025	SCHV vs KWIN
DLN	WisdomTree U.S. LargeCap Dividend Fund	8.95%	6.21B	Jun 2006	SCHV vs DLN
BGIG	Bahl & Gaynor Income Growth ETF	8.98%	342.03M	Sep 2023	SCHV vs BGIG
ABEQ	Absolute Select Value ETF	9.11%	142.20M	Jan 2020	SCHV vs ABEQ
MDLV	Morgan Dempsey Large Cap Value ETF	9.15%	32.39M	Apr 2023	SCHV vs MDLV

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 Dynamic Large Cap Value ETF	-4.05%	1.62B	Mar 2005	SCHV vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.48B	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%	48.88M	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 $99B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	89	19.84%	98.55B	Oct 2011	SCHV vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	35	7.23%	60.56B	Dec 2009	SCHV vs SCHG
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	67	11.12%	72.77B	Nov 2009	SCHV vs SCHX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	69	11.77%	43.66B	Nov 2009	SCHV vs SCHB
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	67	15.00%	66.31B	Nov 2009	SCHV vs SCHF
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	70	10.36%	2.36B	Apr 2021	SCHV vs SCHY
FNDF	Schwab Fundamental International Equity ETF	Foreign Large Cap Equities, Large Cap Value Equities	86	18.49%	24.25B	Aug 2013	SCHV vs FNDF
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	78	21.72%	23.26B	Nov 2009	SCHV vs SCHA
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	38	1.00%	16.50B	Aug 2010	SCHV vs SCHP
SCHH	Schwab US REIT ETF	REIT	45	16.37%	11.27B	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	70	11.30%	1.70T	Sep 2010	SCHV vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	11.28%	783.21B	Jan 1993	SCHV vs SPY
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	70	11.75%	2.30T	May 2001	SCHV vs VTI
IVE	iShares S&P 500 Value ETF	Large Cap Value Equities, S&P 500	78	9.40%	48.71B	May 2000	SCHV vs IVE
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Value Equities, Dividend	84	11.78%	475.48M	Dec 2015	SCHV vs DJD
QQQ	Invesco QQQ ETF	Nasdaq-100	59	17.11%	481.14B	Mar 1999	SCHV vs QQQ
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	90	18.06%	—	Nov 2013	SCHV vs FIOOX
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	28	4.37%	—	Dec 2015	SCHV vs MRFOX
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	54	10.60%	—	Nov 1990	SCHV vs HOVLX
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	91	14.29%	—	Dec 2012	SCHV vs FNKLX
BUSA	Brandes U.S. Value ETF	Large Cap Value Equities	70	10.31%	293.26M	Oct 2023	SCHV vs BUSA
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	28	4.73%	54.80B	Sep 2010	SCHV vs VONG
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	15	10.50%	—	Feb 1986	SCHV vs KAUFX
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	12	2.26%	—	Apr 2010	SCHV vs AWYIX
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	28	0.28%	—	Dec 1987	SCHV vs HABDX
PAUG	Innovator U.S. Equity Power Buffer ETF - August	Defined Outcome	88	5.97%	860.50M	Aug 2019	SCHV vs PAUG
RSPF	Invesco S&P 500 Equal Weight Financials ETF	Financials Equities, S&P 500, Equal Weight	22	5.80%	302.50M	Nov 2006	SCHV vs RSPF
MUNI	PIMCO Intermediate Municipal Bond Active ETF	Municipal Bonds	80	1.32%	3.09B	Nov 2009	SCHV vs MUNI
PMAY	Innovator U.S. Equity Power Buffer ETF - May	Defined Outcome	93	5.13%	812.21M	Apr 2020	SCHV vs PMAY
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	29	0.02%	—	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