IVW vs SCHX
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF).
5-Year PerformanceIVW has outperformed SCHX, delivering a return of +15.2% compared to +12.8%
IVW vs SCHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVW
$61B
Winner
SCHX
$61B
Expense Ratio
IVW
0.18%
Winner
SCHX
0.03%
Max Drawdown
IVW
61.38%
Winner
SCHX
34.33%
Sharpe Ratio
IVW
1.99
Winner
SCHX
2.00
5Y Beta
IVW
1.21
Winner
SCHX
0.98
P/E Ratio
IVW
32.10
Winner
SCHX
28.34
Forward P/E
IVW
25.89
Winner
SCHX
21.46
PEG Ratio
IVW
0.62
SCHX
N/A
5Y Dividends CAGR
IVW
2.69%
Winner
SCHX
4.30%
5Y EPS CAGR
Winner
IVW
34.63%
SCHX
24.92%
Debt to Equity
IVW
29.35%
Winner
SCHX
21.54%
P/S Ratio
IVW
6.44
Winner
SCHX
3.42
P/B Ratio
IVW
8.96
Winner
SCHX
5.12
IVW vs SCHX - Holdings Comparison
IVW and SCHX have 205 common holdings. Overlap is 62.27%
IVW's top 25 holdings weight is 73.33%. SCHX's top 25 holdings weight is 47.93%.
| Rank | IVW | SCHX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | NVIDIA CORP (NVDA) - 7.60% |
| #2 | APPLE INC (AAPL) - 5.92% | APPLE INC (AAPL) - 6.11% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | MICROSOFT CORP (MSFT) - 4.93% |
| #4 | BROADCOM INC (AVGO) - 5.88% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | ALPHABET INC CLASS A (GOOGL) - 3.03% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | BROADCOM INC (AVGO) - 2.98% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | ALPHABET INC CLASS C (GOOG) - 2.42% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | TESLA INC (TSLA) - 3.85% | TESLA INC (TSLA) - 1.70% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% |
| #11 | VISA INC CLASS A (V) - 1.73% | JPMORGAN CHASE & CO (JPM) - 1.32% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | ELI LILLY AND CO (LLY) - 1.12% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | EXXON MOBIL CORP (XOM) - 0.97% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | WALMART INC (WMT) - 0.89% |
| #15 | n/a (PLTR) - 1.29% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #16 | NETFLIX INC (NFLX) - 1.28% | VISA INC CLASS A (V) - 0.82% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | MICRON TECHNOLOGY INC (MU) - 0.79% |
| #18 | ORACLE CORP (ORCL) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 0.73% |
| #19 | WALMART INC (WMT) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | MASTERCARD INC CLASS A (MA) - 0.65% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | NETFLIX INC (NFLX) - 0.61% |
| #22 | SALESFORCE INC (CRM) - 0.77% | CATERPILLAR INC (CAT) - 0.58% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | ABBVIE INC (ABBV) - 0.57% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | BANK OF AMERICA CORP (BAC) - 0.56% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | CISCO SYSTEMS INC (CSCO) - 0.55% |
| Total Holdings | 220 | 734 |
IVW vs SCHX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVW
+13.97%
SCHX
+8.82%
3M
Winner
IVW
+10.89%
SCHX
+6.22%
6M
Winner
IVW
+11.93%
SCHX
+9.95%
1Y
Winner
IVW
+40.31%
SCHX
+31.32%
5Y(CAGR)
Winner
IVW
+15.16%
SCHX
+12.79%
10Y(CAGR)
Winner
IVW
+17.96%
SCHX
+15.41%
Max(CAGR)
IVW
+8.93%
Winner
SCHX
+14.56%
IVW vs SCHX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | SCHX |
|---|---|---|
| 2026 | +10.18% | +7.83% |
| 2025 | +21.97% | +17.61% |
| 2024 | +38.04% | +25.70% |
| 2023 | +31.48% | +27.45% |
| 2022 | -30.04% | -19.90% |
| 2021 | +33.79% | +28.43% |
| 2020 | +31.40% | +19.74% |
| 2019 | +31.01% | +31.32% |
| 2018 | -1.09% | -5.33% |
| 2017 | +26.35% | +21.01% |
| 2016 | +8.74% | +13.57% |
| 2015 | +5.47% | +1.10% |
| 2014 | +15.61% | +14.34% |
| 2013 | +29.06% | +29.19% |
| 2012 | +13.09% | +14.48% |
| 2011 | +3.57% | +0.47% |
| 2010 | +13.24% | +14.17% |
| 2009 | +27.20% | +7.34% |
| 2008 | -34.13% | N/A |
| 2007 | +9.09% | N/A |
| 2006 | +8.90% | N/A |
| 2005 | +4.62% | N/A |
| 2004 | +5.96% | N/A |
| 2003 | +21.29% | N/A |
| 2002 | -24.26% | N/A |
| 2001 | -8.59% | N/A |
| 2000 | -15.42% | N/A |
IVW vs SCHX Drawdown Comparison
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
| Rank | IVW | SCHX |
|---|---|---|
| #1 | -57.33% Jul 17, 2000 - Feb 8, 2013 | -34.33% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -25.40% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -31.35% Feb 19, 2020 - Jun 10, 2020 | -19.48% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -19.27% Apr 29, 2011 - Feb 3, 2012 |
| #5 | -20.64% Oct 1, 2018 - Apr 23, 2019 | -19.04% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -15.60% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -13.30% Nov 3, 2015 - Jul 8, 2016 | -13.95% Jul 20, 2015 - Jun 2, 2016 |
| #8 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -9.91% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -11.46% Jul 20, 2015 - Oct 29, 2015 | -9.80% Apr 2, 2012 - Aug 16, 2012 |
| #10 | -11.09% Sep 2, 2020 - Dec 4, 2020 | -9.26% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -9.87% Jan 26, 2018 - Jun 4, 2018 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #12 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -8.55% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -7.35% Sep 18, 2014 - Oct 30, 2014 | -7.79% Jan 19, 2010 - Mar 10, 2010 |
| #14 | -7.23% Sep 7, 2021 - Oct 26, 2021 | -7.43% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -6.85% Mar 22, 2024 - May 14, 2024 | -7.34% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IVW and SCHX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IVW vs SCHX dividend yield comparison.
| Year | IVW | SCHX |
|---|---|---|
| 2026 | 0.07% | 0.25% |
| 2025 | 0.40% | 1.09% |
| 2024 | 0.43% | 1.22% |
| 2023 | 1.03% | 1.39% |
| 2022 | 0.92% | 1.64% |
| 2021 | 0.46% | 1.22% |
| 2020 | 0.82% | 1.64% |
| 2019 | 1.63% | 1.82% |
| 2018 | 1.28% | 2.02% |
| 2017 | 1.30% | 1.70% |
| 2016 | 1.51% | 1.93% |
| 2015 | 1.51% | 2.04% |
| 2014 | 1.37% | 1.76% |
| 2013 | 1.45% | 1.65% |
| 2012 | 1.82% | 2.18% |
| 2011 | 1.62% | 1.89% |
| 2010 | 1.38% | 1.54% |
| 2009 | 1.38% | 0.19% |
| 2008 | 1.67% | 0.00% |
| 2007 | 1.16% | 0.00% |
| 2006 | 1.18% | 0.00% |
| 2005 | 1.27% | 0.00% |
| 2004 | 1.69% | 0.00% |
| 2003 | 1.09% | 0.00% |
| 2002 | 1.07% | 0.00% |
| 2001 | 0.68% | 0.00% |
| 2000 | 0.39% | 0.00% |
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