ESGU vs SCHV
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
5-Year PerformanceESGU has outperformed SCHV, delivering a return of +12.2% compared to +9.6%
ESGU vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGU
$15B
SCHV
$15B
Expense Ratio
ESGU
0.15%
Winner
SCHV
0.04%
Max Drawdown
Winner
ESGU
33.87%
SCHV
37.08%
Sharpe Ratio
Winner
ESGU
1.98
SCHV
1.97
5Y Beta
ESGU
0.99
Winner
SCHV
0.70
P/E Ratio
ESGU
29.33
Winner
SCHV
22.96
Forward P/E
ESGU
21.93
Winner
SCHV
17.31
PEG Ratio
ESGU
0.44
Winner
SCHV
0.38
5Y Dividends CAGR
Winner
ESGU
11.07%
SCHV
1.19%
5Y EPS CAGR
Winner
ESGU
28.79%
SCHV
12.60%
Debt to Equity
ESGU
20.24%
Winner
SCHV
18.71%
P/S Ratio
ESGU
3.32
Winner
SCHV
2.24
P/B Ratio
ESGU
5.64
Winner
SCHV
3.28
ESGU vs SCHV - Holdings Comparison
ESGU and SCHV have 162 common holdings. Overlap is 25.68%
ESGU's top 25 holdings weight is 47.23%. SCHV's top 25 holdings weight is 33.53%.
| Rank | ESGU | SCHV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99% |
| #2 | APPLE INC (AAPL) - 6.21% | JPMORGAN CHASE & CO (JPM) - 2.86% |
| #3 | MICROSOFT CORP (MSFT) - 4.73% | EXXON MOBIL CORP (XOM) - 2.15% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.63% | MICRON TECHNOLOGY INC (MU) - 1.94% |
| #5 | AMAZON.COM INC (AMZN) - 3.90% | WALMART INC (WMT) - 1.91% |
| #6 | BROADCOM INC (AVGO) - 3.05% | JOHNSON & JOHNSON (JNJ) - 1.87% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.21% | INTEL CORP (INTC) - 1.35% |
| #8 | TESLA INC (TSLA) - 1.70% | CATERPILLAR INC (CAT) - 1.30% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.30% | CHEVRON CORP (CVX) - 1.20% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.29% | BANK OF AMERICA CORP (BAC) - 1.19% |
| #11 | ELI LILLY AND CO (LLY) - 1.11% | ABBVIE INC (ABBV) - 1.19% |
| #12 | VISA INC CLASS A (V) - 0.96% | PROCTER & GAMBLE CO (PG) - 1.18% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.95% | CISCO SYSTEMS INC (CSCO) - 1.17% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | THE HOME DEPOT INC (HD) - 1.12% |
| #15 | EXXON MOBIL CORP (XOM) - 0.75% | LAM RESEARCH CORP (LRCX) - 1.07% |
| #16 | CATERPILLAR INC (CAT) - 0.70% | COCA-COLA CO (KO) - 1.03% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.69% | APPLIED MATERIALS INC (AMAT) - 1.03% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.68% | ORACLE CORP (ORCL) - 0.96% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67% | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.67% | MERCK & CO INC (MRK) - 0.93% |
| #21 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% |
| #22 | ECOLAB INC (ECL) - 0.33% | WELLS FARGO & CO (WFC) - 0.86% |
| #23 | KINDER MORGAN INC CLASS P (KMI) - 0.33% | TEXAS INSTRUMENTS INC (TXN) - 0.82% |
| #24 | CITIGROUP INC (C) - 0.33% | RTX CORP (RTX) - 0.80% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.32% | MORGAN STANLEY (MS) - 0.78% |
| Total Holdings | 250 | 559 |
ESGU vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGU
+9.09%
SCHV
+3.65%
3M
Winner
ESGU
+6.58%
SCHV
+2.31%
6M
ESGU
+9.72%
Winner
SCHV
+14.00%
1Y
Winner
ESGU
+31.44%
SCHV
+27.29%
5Y(CAGR)
Winner
ESGU
+12.16%
SCHV
+9.58%
10Y(CAGR)
Winner
ESGU
+15.23%
SCHV
+11.31%
Max(CAGR)
Winner
ESGU
+15.23%
SCHV
+11.44%
ESGU vs SCHV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | SCHV |
|---|---|---|
| 2026 | +7.82% | +9.77% |
| 2025 | +17.06% | +16.38% |
| 2024 | +25.17% | +13.78% |
| 2023 | +26.27% | +9.05% |
| 2022 | -20.66% | -7.86% |
| 2021 | +28.59% | +27.33% |
| 2020 | +21.43% | +2.13% |
| 2019 | +32.20% | +25.73% |
| 2018 | -4.52% | -7.73% |
| 2017 | +21.07% | +15.74% |
| 2016 | +1.79% | +18.03% |
| 2015 | N/A | -1.24% |
| 2014 | N/A | +12.00% |
| 2013 | N/A | +27.74% |
| 2012 | N/A | +13.58% |
| 2011 | N/A | +2.37% |
| 2010 | N/A | +13.12% |
| 2009 | N/A | -0.36% |
ESGU vs SCHV Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current SCHV drawdown is -0.58%.
| Rank | ESGU | SCHV |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -4.54% Nov 16, 2021 - Dec 27, 2021 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between ESGU and SCHV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
ESGU vs SCHV dividend yield comparison.
| Year | ESGU | SCHV |
|---|---|---|
| 2026 | 0.23% | 0.43% |
| 2025 | 0.99% | 2.02% |
| 2024 | 1.18% | 2.25% |
| 2023 | 1.43% | 2.42% |
| 2022 | 1.58% | 2.37% |
| 2021 | 1.06% | 1.93% |
| 2020 | 1.27% | 3.03% |
| 2019 | 1.32% | 3.02% |
| 2018 | 1.73% | 3.05% |
| 2017 | 1.82% | 2.37% |
| 2016 | 0.00% | 2.65% |
| 2015 | 0.00% | 2.69% |
| 2014 | 0.00% | 2.38% |
| 2013 | 0.00% | 2.18% |
| 2012 | 0.00% | 2.92% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 2.30% |
| 2009 | 0.00% | 0.16% |
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