EFV vs SCHA
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceEFV has outperformed SCHA, delivering a return of +14.1% compared to +8.0%
EFV vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFV
$24B
Winner
SCHA
$24B
Expense Ratio
EFV
0.31%
Winner
SCHA
0.03%
Max Drawdown
EFV
66.71%
Winner
SCHA
43.02%
Sharpe Ratio
Winner
EFV
1.70
SCHA
1.45
5Y Beta
Winner
EFV
0.63
SCHA
1.10
P/E Ratio
EFV
N/A
SCHA
835.80
Forward P/E
EFV
N/A
SCHA
14.74
5Y Dividends CAGR
Winner
EFV
19.94%
SCHA
9.07%
5Y EPS CAGR
EFV
N/A
SCHA
13.27%
Debt to Equity
EFV
N/A
SCHA
42.45%
P/S Ratio
EFV
N/A
SCHA
1.36
P/B Ratio
EFV
N/A
SCHA
2.21
EFV vs SCHA - Holdings Comparison
EFV and SCHA have 1 common holdings. Overlap is -0.12%
EFV's top 25 holdings weight is 33.38%. SCHA's top 25 holdings weight is 7.29%.
| Rank | EFV | SCHA |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.10% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | NESTLE SA (n/a) - 2.46% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | SHELL PLC (n/a) - 2.11% | n/a (RKT) - 0.40% |
| #4 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.07% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.76% | COEUR MINING INC (CDE) - 0.36% |
| #6 | ALLIANZ SE (n/a) - 1.70% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.70% | n/a (HIMS) - 0.33% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.52% | ATI INC (ATI) - 0.29% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.43% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.41% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | SIEMENS AG (n/a) - 1.40% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | IBERDROLA SA (n/a) - 1.36% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.32% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | UNILEVER PLC (n/a) - 1.23% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | BHP GROUP LTD (n/a) - 1.20% | RAMBUS INC (RMBS) - 0.26% |
| #16 | BANCO SANTANDER SA (n/a) - 1.19% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | UNICREDIT SPA (n/a) - 1.17% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.12% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.11% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | BNP PARIBAS ACT. CAT.A (n/a) - 1.05% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | ORIX CORP (n/a) - 0.40% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | RECKITT BENCKISER GROUP PLC (n/a) - 0.40% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | CSL LTD (n/a) - 0.39% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | NOKIA OYJ (n/a) - 0.39% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | JAPAN TOBACCO INC (n/a) - 0.39% | n/a (MWA) - 0.20% |
| Total Holdings | 403 | 1709 |
EFV vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFV
+2.77%
SCHA
-2.09%
3M
EFV
+5.76%
Winner
SCHA
+8.09%
6M
EFV
+10.72%
Winner
SCHA
+12.65%
1Y
EFV
+30.34%
Winner
SCHA
+34.94%
5Y(CAGR)
Winner
EFV
+14.14%
SCHA
+7.97%
10Y(CAGR)
EFV
+10.39%
Winner
SCHA
+10.98%
Max(CAGR)
EFV
+6.03%
Winner
SCHA
+12.44%
EFV vs SCHA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | SCHA |
|---|---|---|
| 2026 | +12.31% | +20.71% |
| 2025 | +42.78% | +11.64% |
| 2024 | +6.09% | +11.85% |
| 2023 | +17.94% | +19.16% |
| 2022 | -6.02% | -20.62% |
| 2021 | +10.61% | +18.07% |
| 2020 | -3.97% | +19.19% |
| 2019 | +16.14% | +26.04% |
| 2018 | -15.39% | -12.63% |
| 2017 | +20.26% | +14.15% |
| 2016 | +6.73% | +22.30% |
| 2015 | -5.58% | -3.91% |
| 2014 | -4.94% | +7.50% |
| 2013 | +19.72% | +35.74% |
| 2012 | +15.79% | +16.68% |
| 2011 | -13.17% | -4.64% |
| 2010 | +1.59% | +25.72% |
| 2009 | +26.61% | +9.88% |
| 2008 | -41.53% | N/A |
| 2007 | +3.83% | N/A |
| 2006 | +26.22% | N/A |
| 2005 | +10.86% | N/A |
EFV vs SCHA Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current EFV drawdown is -0.10%. The current SCHA drawdown is -4.18%.
| Rank | EFV | SCHA |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -10.90% Feb 25, 2026 - Jul 6, 2026 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -7.54% Oct 27, 2025 - Dec 3, 2025 |
Correlation
Correlation between EFV and SCHA is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
EFV vs SCHA dividend yield comparison.
| Year | EFV | SCHA |
|---|---|---|
| 2026 | 2.59% | 0.40% |
| 2025 | 4.16% | 1.26% |
| 2024 | 4.66% | 1.51% |
| 2023 | 4.36% | 1.42% |
| 2022 | 4.17% | 1.37% |
| 2021 | 4.07% | 1.19% |
| 2020 | 2.42% | 1.05% |
| 2019 | 4.62% | 1.39% |
| 2018 | 4.56% | 1.58% |
| 2017 | 3.56% | 1.24% |
| 2016 | 3.28% | 1.50% |
| 2015 | 3.59% | 1.48% |
| 2014 | 4.87% | 1.45% |
| 2013 | 3.19% | 1.14% |
| 2012 | 3.77% | 1.87% |
| 2011 | 4.52% | 1.23% |
| 2010 | 3.23% | 0.98% |
| 2009 | 2.97% | 0.22% |
| 2008 | 4.70% | 0.00% |
| 2007 | 4.51% | 0.00% |
| 2006 | 1.65% | 0.00% |
| 2005 | 0.45% | 0.00% |
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