SCHV vs. HOVLX
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Homestead Funds Value Fund (HOVLX).
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. HOVLX is managed by Homestead. It was launched on Nov 19, 1990.
Performance
SCHV vs. HOVLX - Performance Comparison
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SCHV vs. HOVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 25.58% | 2.64% | 25.92% | -7.30% | 16.56% |
HOVLX Homestead Funds Value Fund | 1.29% | 14.60% | 14.29% | 12.03% | -5.67% | 25.09% | 7.74% | 27.72% | -6.52% | 22.22% |
Returns By Period
In the year-to-date period, SCHV achieves a 3.89% return, which is significantly higher than HOVLX's 1.29% return. Over the past 10 years, SCHV has underperformed HOVLX with an annualized return of 10.62%, while HOVLX has yielded a comparatively higher 11.84% annualized return.
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
HOVLX
- 1D
- 2.55%
- 1M
- -5.90%
- YTD
- 1.29%
- 6M
- 3.86%
- 1Y
- 14.62%
- 3Y*
- 14.58%
- 5Y*
- 9.54%
- 10Y*
- 11.84%
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SCHV vs. HOVLX - Expense Ratio Comparison
SCHV has a 0.04% expense ratio, which is lower than HOVLX's 0.63% expense ratio.
Return for Risk
SCHV vs. HOVLX — Risk / Return Rank
SCHV
HOVLX
SCHV vs. HOVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value ETF (SCHV) and Homestead Funds Value Fund (HOVLX). 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.
| SCHV | HOVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.90 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.33 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.30 | +0.17 |
Martin ratioReturn relative to average drawdown | 6.91 | 5.58 | +1.32 |
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
| SCHV | HOVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.90 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.63 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.66 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.60 | +0.08 |
Correlation
The correlation between SCHV and HOVLX is 0.95, 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
SCHV vs. HOVLX - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 1.96%, less than HOVLX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
HOVLX Homestead Funds Value Fund | 10.48% | 10.62% | 9.71% | 5.75% | 10.54% | 8.65% | 16.55% | 15.30% | 11.01% | 5.34% | 10.00% | 7.22% |
Drawdowns
SCHV vs. HOVLX - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, smaller than the maximum HOVLX drawdown of -57.90%. Use the drawdown chart below to compare losses from any high point for SCHV and HOVLX.
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Drawdown Indicators
| SCHV | HOVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.08% | -57.90% | +20.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.15% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -19.78% | -19.32% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -37.08% | -38.08% | +1.00% |
Current DrawdownCurrent decline from peak | -4.58% | -5.90% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -6.84% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.83% | -0.28% |
Volatility
SCHV vs. HOVLX - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap Value ETF (SCHV) is 4.13%, while Homestead Funds Value Fund (HOVLX) has a volatility of 4.79%. This indicates that SCHV experiences smaller price fluctuations and is considered to be less risky than HOVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHV | HOVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.79% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 8.65% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 16.49% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 15.11% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 17.90% | -0.99% |