ELCV vs. SCHV
Compare and contrast key facts about Eventide High Dividend ETF (ELCV) and Schwab U.S. Large-Cap Value ETF (SCHV).
ELCV and SCHV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ELCV is an actively managed fund by Eventide. It was launched on Sep 30, 2024. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
ELCV vs. SCHV - Performance Comparison
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ELCV vs. SCHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ELCV Eventide High Dividend ETF | 9.52% | 9.96% | -1.81% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.48% | 16.02% | -1.74% |
Returns By Period
In the year-to-date period, ELCV achieves a 9.52% return, which is significantly higher than SCHV's 3.48% return.
ELCV
- 1D
- 1.58%
- 1M
- -2.46%
- YTD
- 9.52%
- 6M
- 9.43%
- 1Y
- 19.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHV
- 1D
- 2.01%
- 1M
- -4.93%
- YTD
- 3.48%
- 6M
- 5.85%
- 1Y
- 17.14%
- 3Y*
- 14.31%
- 5Y*
- 9.28%
- 10Y*
- 10.58%
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ELCV vs. SCHV - Expense Ratio Comparison
ELCV has a 0.49% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Return for Risk
ELCV vs. SCHV — Risk / Return Rank
ELCV
SCHV
ELCV vs. SCHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide High Dividend ETF (ELCV) and Schwab U.S. Large-Cap Value ETF (SCHV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ELCV | SCHV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.12 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.60 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.53 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.15 | 7.23 | +0.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ELCV | SCHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.12 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.68 | +0.08 |
Correlation
The correlation between ELCV and SCHV is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ELCV vs. SCHV - Dividend Comparison
ELCV's dividend yield for the trailing twelve months is around 1.95%, less than SCHV's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELCV Eventide High Dividend ETF | 1.95% | 2.34% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 1.97% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
Drawdowns
ELCV vs. SCHV - Drawdown Comparison
The maximum ELCV drawdown since its inception was -18.38%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for ELCV and SCHV.
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Drawdown Indicators
| ELCV | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -37.08% | +18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -11.93% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.08% | — |
Current DrawdownCurrent decline from peak | -2.86% | -4.96% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -3.86% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.53% | -0.05% |
Volatility
ELCV vs. SCHV - Volatility Comparison
Eventide High Dividend ETF (ELCV) has a higher volatility of 4.55% compared to Schwab U.S. Large-Cap Value ETF (SCHV) at 4.24%. This indicates that ELCV's price experiences larger fluctuations and is considered to be riskier than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ELCV | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 4.24% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 8.08% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 15.44% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 14.48% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 16.91% | -1.19% |