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 +13.5% compared to +9.2%
IVOO vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOO
$5.60B
Winner
SCHK
$5.70B
Expense Ratio
IVOO
0.07%
Winner
SCHK
0.03%
Max Drawdown
IVOO
42.47%
Winner
SCHK
34.80%
Sharpe Ratio
IVOO
1.31
Winner
SCHK
1.50
5Y Beta
Winner
IVOO
0.99
SCHK
0.99
P/E Ratio
Winner
IVOO
25.87
SCHK
27.88
Forward P/E
Winner
IVOO
16.71
SCHK
20.65
5Y Dividends CAGR
Winner
IVOO
17.68%
SCHK
4.88%
5Y EPS CAGR
IVOO
13.13%
Winner
SCHK
25.02%
Debt to Equity
IVOO
46.41%
Winner
SCHK
30.97%
P/S Ratio
Winner
IVOO
1.61
SCHK
3.28
P/B Ratio
Winner
IVOO
2.81
SCHK
5.09
IVOO vs SCHK - Holdings Comparison
IVOO and SCHK have 287 common holdings. Overlap is 4.28%
IVOO's top 25 holdings weight is 17.53%. SCHK's top 25 holdings weight is 48.39%.
| Rank | IVOO | SCHK |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.57% | NVIDIA CORP (NVDA) - 7.48% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.82% | APPLE INC (AAPL) - 6.48% |
| #3 | TECHNIPFMC PLC (FTI) - 0.79% | MICROSOFT CORP (MSFT) - 4.42% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.78% | AMAZON.COM INC (AMZN) - 3.71% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.77% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.75% | BROADCOM INC (AVGO) - 2.87% |
| #7 | XPO INC (XPO) - 0.71% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | EVERPURE INC CLASS A (P) - 0.71% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | ILLUMINA INC (ILMN) - 0.71% | TESLA INC (TSLA) - 1.75% |
| #10 | ATI INC (ATI) - 0.68% | MICRON TECHNOLOGY INC (MU) - 1.44% |
| #11 | UNITED THERAPEUTICS CORP (UTHR) - 0.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #12 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67% | ELI LILLY AND CO (LLY) - 1.21% |
| #13 | FABRINET (FN) - 0.67% | JPMORGAN CHASE & CO (JPM) - 1.18% |
| #14 | MASTEC INC (MTZ) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.18% |
| #15 | NEXTPOWER INC CLASS A (NXT) - 0.66% | EXXON MOBIL CORP (XOM) - 0.90% |
| #16 | CARPENTER TECHNOLOGY CORP (CRS) - 0.66% | INTEL CORP (INTC) - 0.83% |
| #17 | MKS INC (MKSI) - 0.62% | VISA INC CLASS A (V) - 0.79% |
| #18 | ENTEGRIS INC (ENTG) - 0.60% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #19 | OKTA INC CLASS A (OKTA) - 0.59% | WALMART INC (WMT) - 0.74% |
| #20 | WOODWARD INC (WWD) - 0.59% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #21 | RELIANCE INC (RS) - 0.57% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #22 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% | CATERPILLAR INC (CAT) - 0.61% |
| #23 | BURLINGTON STORES INC (BURL) - 0.57% | LAM RESEARCH CORP (LRCX) - 0.58% |
| #24 | ALCOA CORP (AA) - 0.57% | MASTERCARD INC CLASS A (MA) - 0.57% |
| #25 | RB GLOBAL INC (RBA) - 0.56% | ABBVIE INC (ABBV) - 0.54% |
| Total Holdings | 405 | 956 |
IVOO vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOO
+2.69%
SCHK
-0.95%
3M
Winner
IVOO
+12.53%
SCHK
+12.48%
6M
Winner
IVOO
+12.56%
SCHK
+7.45%
1Y
Winner
IVOO
+25.17%
SCHK
+23.67%
5Y(CAGR)
IVOO
+9.20%
Winner
SCHK
+13.51%
10Y(CAGR)
IVOO
+12.18%
Winner
SCHK
+15.86%
Max(CAGR)
IVOO
+13.41%
Winner
SCHK
+15.86%
IVOO vs SCHK - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | SCHK |
|---|---|---|
| 2026 | +13.10% | +8.24% |
| 2025 | +7.63% | +17.48% |
| 2024 | +14.16% | +26.45% |
| 2023 | +16.94% | +29.11% |
| 2022 | -12.03% | -18.66% |
| 2021 | +28.12% | +29.58% |
| 2020 | +15.06% | +22.05% |
| 2019 | +28.48% | +33.67% |
| 2018 | -10.93% | -4.24% |
| 2017 | +17.01% | +5.40% |
| 2016 | +23.87% | N/A |
| 2015 | -0.74% | N/A |
| 2014 | +11.92% | N/A |
| 2013 | +31.27% | N/A |
| 2012 | +17.77% | N/A |
| 2011 | -2.99% | N/A |
| 2010 | +21.37% | N/A |
IVOO vs SCHK Drawdown Comparison
The maximum drawdown for IVOO was -42.20%, 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 117 trading sessions.
The current IVOO drawdown is -1.12%. The current SCHK drawdown is -2.98%.
| Rank | IVOO | SCHK |
|---|---|---|
| #1 | -42.20% Feb 20, 2020 - Nov 9, 2020 | -34.80% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -26.27% Apr 29, 2011 - Mar 15, 2012 | -24.62% Dec 27, 2021 - Dec 7, 2023 |
| #3 | -24.22% Nov 25, 2024 - Dec 10, 2025 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -23.34% Nov 16, 2021 - Dec 14, 2023 | -19.06% Oct 1, 2018 - Apr 3, 2019 |
| #5 | -22.58% Aug 29, 2018 - Nov 1, 2019 | -9.83% Jan 26, 2018 - Jul 18, 2018 |
| #6 | -18.19% Jun 23, 2015 - Jun 2, 2016 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #7 | -11.38% Mar 26, 2012 - Sep 6, 2012 | -8.78% Sep 2, 2020 - Nov 9, 2020 |
| #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 24, 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 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #14 | -7.11% May 21, 2013 - Jul 11, 2013 | -5.02% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -6.89% Jan 22, 2014 - Feb 24, 2014 | -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 | 0.27% | 0.25% |
| 2025 | 1.35% | 1.09% |
| 2024 | 1.30% | 2.06% |
| 2023 | 1.25% | 2.76% |
| 2022 | 3.15% | 3.14% |
| 2021 | 2.27% | 2.33% |
| 2020 | 2.46% | 3.15% |
| 2019 | 2.98% | 3.65% |
| 2018 | 3.13% | 3.60% |
| 2017 | 2.44% | 0.62% |
| 2016 | 2.73% | 0.00% |
| 2015 | 2.90% | 0.00% |
| 2014 | 2.51% | 0.00% |
| 2013 | 1.84% | 0.00% |
| 2012 | 2.13% | 0.00% |
| 2011 | 1.63% | 0.00% |
| 2010 | 1.19% | 0.00% |
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