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%	35.22B	Sep 2000	SCHV vs SPYV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	26.12B	Jul 2000	SCHV vs IUSV
VTV	Vanguard Value ETF	0.04%	238.00B	Jan 2004	SCHV vs VTV
ILCV	iShares Morningstar Value ETF	0.04%	1.27B	Jun 2004	SCHV vs ILCV
MGV	Vanguard Mega Cap Value ETF	0.05%	12.20B	Dec 2007	SCHV vs MGV

Best Risk-Adjusted Alternatives to SCHV

SCHV has a PortfoliosLab risk / return rank of 81. There are 28 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 Edge MSCI USA Value Factor ETF	97	15.87B	Apr 2013	SCHV vs VLUE
SEIV	SEI Enhanced US Large Cap Value Factor ETF	93	956.28M	May 2022	SCHV vs SEIV
LSVD	LSV Disciplined Value ETF	92	617.15M	Dec 2024	SCHV vs LSVD
AVLV	Avantis U.S. Large Cap Value ETF	91	12.01B	Sep 2021	SCHV vs AVLV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	90	25.47B	Aug 2013	SCHV vs FNDX

Top Performing SCHV Alternatives (YTD)

SCHV is at 15.39% YTD. There are 15 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	49.00%	15.87B	Apr 2013	SCHV vs VLUE
CBSE	Clough Select Equity ETF	32.18%	52.30M	Nov 2020	SCHV vs CBSE
ELCV	Eventide High Dividend ETF	21.38%	150.61M	Sep 2024	SCHV vs ELCV
FNDF	Schwab Fundamental International Equity ETF	21.21%	24.55B	Aug 2013	SCHV vs FNDF
ROE	Astoria US Equal Weight Quality Kings ETF	20.98%	164.26M	Jul 2023	SCHV vs ROE

Lowest Volatility Alternatives to SCHV

SCHV has 10.63% 1-year volatility. There are 45 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
MDLV	Morgan Dempsey Large Cap Value ETF	8.76%	32.39M	Apr 2023	SCHV vs MDLV
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	8.82%	212.00M	Aug 2020	SCHV vs FUNL
ABEQ	Absolute Select Value ETF	8.91%	140.50M	Jan 2020	SCHV vs ABEQ
BGIG	Bahl & Gaynor Income Growth ETF	9.00%	342.03M	Sep 2023	SCHV vs BGIG
DIVZ	Opal Dividend Income ETF	9.28%	247.48M	Jan 2021	SCHV vs DIVZ

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 -3.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	-3.83%	212.00M	Aug 2020	SCHV vs FUNL
PWV	Invesco Dynamic Large Cap Value ETF	-4.05%	1.50B	Mar 2005	SCHV vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.39B	Mar 2006	SCHV vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	SCHV vs MDLV
GCOW	Pacer Global Cash Cows Dividend ETF	-4.77%	3.35B	Feb 2016	SCHV vs GCOW

Other ETFs from Charles Schwab

The 10 most viewed Charles Schwab ETFs shown here include SCHD, SCHG, SCHX and span 9 categories. AUM among these funds goes as high as $95B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	SCHV vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	6.42%	61.08B	Dec 2009	SCHV vs SCHG
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	67	10.72%	72.63B	Nov 2009	SCHV vs SCHX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	68	11.28%	43.31B	Nov 2009	SCHV vs SCHB
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	59	15.56%	66.49B	Nov 2009	SCHV vs SCHF
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	51	7.94%	2.27B	Apr 2021	SCHV vs SCHY
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	71	19.79%	22.78B	Nov 2009	SCHV vs SCHA
SCHH	Schwab US REIT ETF	REIT	27	11.08%	9.98B	Jan 2011	SCHV vs SCHH
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	47	1.61%	15.71B	Aug 2010	SCHV vs SCHP
SCHO	Schwab Short-Term U.S. Treasury ETF	Government Bonds, Short-Term Bond	81	0.42%	13.24B	Aug 2010	SCHV vs SCHO

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	70	10.91%	1.60T	Sep 2010	SCHV vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SCHV vs SPY
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	SCHV vs VTI
IVE	iShares S&P 500 Value ETF	Large Cap Value Equities, S&P 500	66	7.46%	48.28B	May 2000	SCHV vs IVE
DJD	Invesco Dow Jones Industrial Average Dividend ETF	Large Cap Blend Equities, Dividend	71	10.32%	453.49M	Dec 2015	SCHV vs DJD
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	SCHV vs QQQ
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	83	14.32%	—	Nov 2013	SCHV vs FIOOX
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	78	10.55%	—	Dec 2012	SCHV vs FNKLX
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	49	8.28%	—	Nov 1990	SCHV vs HOVLX
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	6	-0.99%	—	Dec 2015	SCHV vs MRFOX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	41	7.17%	50.60B	Sep 2010	SCHV vs VONG
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	15	2.05%	—	Apr 2010	SCHV vs AWYIX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	10	5.87%	—	Feb 1986	SCHV vs KAUFX
BUSA	Brandes U.S. Value ETF	Large Cap Value Equities	56	6.93%	217.64M	Oct 2023	SCHV vs BUSA
PAUG	Innovator U.S. Equity Power Buffer ETF - August	Defined Outcome	85	4.92%	892.79M	Aug 2019	SCHV vs PAUG
MUNI	PIMCO Intermediate Municipal Bond Active ETF	Municipal Bonds	76	1.24%	2.87B	Nov 2009	SCHV vs MUNI
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	30	0.68%	—	Dec 1987	SCHV vs HABDX
RSPF	Invesco S&P 500 Equal Weight Financials ETF	Financials Equities, S&P 500	10	-5.25%	272.63M	Nov 2006	SCHV vs RSPF
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	28	0.14%	—	Apr 1995	SCHV vs HOSGX
PMAY	Innovator U.S. Equity Power Buffer ETF - May	Defined Outcome	94	4.47%	917.39M	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