Correlation
The correlation between SCHV and VTV 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.
SCHV vs. VTV
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Vanguard Value ETF (VTV).
SCHV and VTV 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. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004. Both SCHV and VTV 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 VTV.
Performance
SCHV vs. VTV - Performance Comparison
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Key characteristics
SCHV:
0.75
VTV:
0.50
SCHV:
0.96
VTV:
0.65
SCHV:
1.14
VTV:
1.09
SCHV:
0.65
VTV:
0.42
SCHV:
2.40
VTV:
1.51
SCHV:
4.14%
VTV:
4.05%
SCHV:
16.13%
VTV:
15.79%
SCHV:
-37.08%
VTV:
-59.27%
SCHV:
-4.80%
VTV:
-5.97%
Returns By Period
In the year-to-date period, SCHV achieves a 2.03% return, which is significantly higher than VTV's 0.43% return. Over the past 10 years, SCHV has outperformed VTV with an annualized return of 11.76%, while VTV has yielded a comparatively lower 9.85% annualized return.
SCHV
2.03%
3.56%
-4.42%
11.32%
12.90%
16.22%
11.76%
VTV
0.43%
2.60%
-5.63%
7.56%
9.19%
14.56%
9.85%
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SCHV vs. VTV - Expense Ratio Comparison
Both SCHV and VTV have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHV vs. VTV — Risk-Adjusted Performance Rank
SCHV
VTV
SCHV vs. VTV - 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 Value ETF (VTV). 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.
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Dividends
SCHV vs. VTV - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 2.25%, less than VTV's 2.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 2.25% | 2.25% | 2.42% | 2.38% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 3.96% | 2.69% | 2.38% |
VTV Vanguard Value ETF | 2.32% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
SCHV vs. VTV - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for SCHV and VTV.
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Volatility
SCHV vs. VTV - Volatility Comparison
Schwab U.S. Large-Cap Value ETF (SCHV) and Vanguard Value ETF (VTV) have volatilities of 3.92% and 3.92%, 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.
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