SCHV vs. VOO
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Vanguard S&P 500 ETF (VOO).
SCHV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both SCHV and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHV or VOO.
Correlation
The correlation between SCHV and VOO is 0.91, 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.
Performance
SCHV vs. VOO - Performance Comparison
Key characteristics
SCHV:
1.91
VOO:
2.25
SCHV:
2.71
VOO:
2.98
SCHV:
1.34
VOO:
1.42
SCHV:
2.64
VOO:
3.31
SCHV:
10.28
VOO:
14.77
SCHV:
1.97%
VOO:
1.90%
SCHV:
10.61%
VOO:
12.46%
SCHV:
-37.08%
VOO:
-33.99%
SCHV:
-6.66%
VOO:
-2.47%
Returns By Period
In the year-to-date period, SCHV achieves a 18.06% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, SCHV has underperformed VOO with an annualized return of 11.71%, while VOO has yielded a comparatively higher 13.08% annualized return.
SCHV
18.06%
-3.64%
8.83%
19.25%
11.37%
11.71%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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SCHV vs. VOO - Expense Ratio Comparison
SCHV has a 0.04% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value ETF (SCHV) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
SCHV vs. VOO - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 3.36%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 3.36% | 4.95% | 5.72% | 1.95% | 7.90% | 6.99% | 6.18% | 5.77% | 4.95% | 4.06% | 5.84% | 4.38% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SCHV vs. VOO - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCHV and VOO. For additional features, visit the drawdowns tool.
Volatility
SCHV vs. VOO - Volatility Comparison
Schwab U.S. Large-Cap Value ETF (SCHV) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.72% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.