IVOO vs SCHK
Comparison between VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
5-Year PerformanceSCHK has outperformed IVOO, delivering a return of +12.5% compared to +9.0%
IVOO vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVOO
$5.80B
SCHK
$5.70B
Expense Ratio
IVOO
0.07%
Winner
SCHK
0.03%
Max Drawdown
IVOO
42.47%
Winner
SCHK
34.80%
Sharpe Ratio
IVOO
1.13
Winner
SCHK
1.26
5Y Beta
Winner
IVOO
0.98
SCHK
0.99
P/E Ratio
Winner
IVOO
25.73
SCHK
26.84
Forward P/E
Winner
IVOO
17.23
SCHK
20.88
PEG Ratio
IVOO
0.08
SCHK
N/A
5Y Dividends CAGR
Winner
IVOO
8.85%
SCHK
5.65%
5Y EPS CAGR
IVOO
13.08%
Winner
SCHK
25.58%
Debt to Equity
Winner
IVOO
37.38%
SCHK
47.95%
P/S Ratio
Winner
IVOO
1.67
SCHK
3.48
P/B Ratio
Winner
IVOO
2.89
SCHK
5.35
IVOO vs SCHK - Holdings Comparison
IVOO and SCHK have 269 common holdings. Overlap is 4.45%
IVOO's top 25 holdings weight is 16.86%. SCHK's top 25 holdings weight is 47.79%.
| Rank | IVOO | SCHK |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 0.86% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.84% | APPLE INC (AAPL) - 6.90% |
| #3 | MKS INC (MKSI) - 0.82% | MICROSOFT CORP (MSFT) - 4.24% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.77% | AMAZON.COM INC (AMZN) - 3.47% |
| #5 | ENTEGRIS INC (ENTG) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.75% | BROADCOM INC (AVGO) - 2.62% |
| #7 | ATI INC (ATI) - 0.74% | ALPHABET INC CLASS C (GOOG) - 2.35% |
| #8 | ILLUMINA INC (ILMN) - 0.73% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TECHNIPFMC PLC (FTI) - 0.72% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | MASTEC INC (MTZ) - 0.70% | TESLA INC (TSLA) - 1.53% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.70% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | WOODWARD INC (WWD) - 0.69% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | EVERPURE INC CLASS A (P) - 0.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.68% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | XPO INC (XPO) - 0.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.90% |
| #16 | UNITED THERAPEUTICS CORP (UTHR) - 0.63% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | OKTA INC CLASS A (OKTA) - 0.63% | VISA INC CLASS A (V) - 0.85% |
| #18 | US FOODS HOLDING CORP (USFD) - 0.62% | INTEL CORP (INTC) - 0.71% |
| #19 | RB GLOBAL INC (RBA) - 0.59% | WALMART INC (WMT) - 0.69% |
| #20 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% | ABBVIE INC (ABBV) - 0.65% |
| #21 | RBC BEARINGS INC (RBC) - 0.56% | APPLIED MATERIALS INC (AMAT) - 0.64% |
| #22 | TD SYNNEX CORP (SNX) - 0.55% | CISCO SYSTEMS INC (CSCO) - 0.64% |
| #23 | FABRINET (FN) - 0.55% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | BURLINGTON STORES INC (BURL) - 0.54% | CATERPILLAR INC (CAT) - 0.59% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.53% | COSTCO WHOLESALE CORP (COST) - 0.59% |
| Total Holdings | 406 | 928 |
IVOO vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
IVOO
+1.39%
Winner
SCHK
+2.47%
3M
Winner
IVOO
+5.62%
SCHK
+3.83%
6M
IVOO
+7.03%
Winner
SCHK
+11.83%
1Y
Winner
IVOO
+22.58%
SCHK
+21.92%
5Y(CAGR)
IVOO
+9.02%
Winner
SCHK
+12.48%
10Y(CAGR)
IVOO
+11.00%
Winner
SCHK
+14.67%
Max(CAGR)
IVOO
+12.28%
Winner
SCHK
+14.67%
IVOO vs SCHK - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | SCHK |
|---|---|---|
| 2026 | +15.31% | +12.99% |
| 2025 | +7.63% | +17.48% |
| 2024 | +14.16% | +25.29% |
| 2023 | +16.94% | +27.16% |
| 2022 | -13.44% | -19.88% |
| 2021 | +26.61% | +27.95% |
| 2020 | +13.41% | +19.71% |
| 2019 | +26.49% | +31.09% |
| 2018 | -12.13% | -5.78% |
| 2017 | +15.53% | +5.07% |
| 2016 | +22.10% | N/A |
| 2015 | -2.14% | N/A |
| 2014 | +10.55% | N/A |
| 2013 | +30.06% | N/A |
| 2012 | +16.54% | N/A |
| 2011 | -3.77% | N/A |
| 2010 | +20.66% | N/A |
IVOO vs SCHK Drawdown Comparison
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current IVOO drawdown is -2.37%. The current SCHK drawdown is -1.60%.
| Rank | IVOO | SCHK |
|---|---|---|
| #1 | -42.34% Feb 20, 2020 - Nov 9, 2020 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -26.27% Apr 29, 2011 - Mar 19, 2012 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -24.22% Nov 25, 2024 - Dec 10, 2025 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -23.80% Nov 16, 2021 - Feb 12, 2024 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -23.22% Aug 29, 2018 - Nov 25, 2019 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -19.34% Jun 23, 2015 - Jul 11, 2016 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -11.38% Mar 26, 2012 - Sep 6, 2012 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -10.54% Jul 1, 2014 - Nov 20, 2014 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -8.81% Mar 2, 2026 - Apr 17, 2026 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -7.62% Sep 14, 2012 - Dec 18, 2012 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -7.19% Mar 28, 2024 - Jul 15, 2024 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -7.11% May 21, 2013 - Jul 11, 2013 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -6.92% May 7, 2021 - Aug 27, 2021 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between IVOO and SCHK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
IVOO vs SCHK dividend yield comparison.
| Year | IVOO | SCHK |
|---|---|---|
| 2026 | 0.54% | 0.49% |
| 2025 | 1.35% | 1.09% |
| 2024 | 1.30% | 1.20% |
| 2023 | 1.25% | 1.38% |
| 2022 | 1.58% | 1.57% |
| 2021 | 1.14% | 1.17% |
| 2020 | 1.23% | 1.58% |
| 2019 | 1.49% | 1.82% |
| 2018 | 1.56% | 1.80% |
| 2017 | 1.22% | 0.31% |
| 2016 | 1.37% | 0.00% |
| 2015 | 1.45% | 0.00% |
| 2014 | 1.26% | 0.00% |
| 2013 | 0.92% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 0.81% | 0.00% |
| 2010 | 0.60% | 0.00% |
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