SCHG vs IVE
Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and ISHARES S&P 500 VALUE ETF (IVE, ETF).
5-Year PerformanceSCHG has outperformed IVE, delivering a return of +15.2% compared to +10.4%
SCHG vs IVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHG
$48B
IVE
$47B
Expense Ratio
Winner
SCHG
0.04%
IVE
0.18%
Max Drawdown
Winner
SCHG
35.02%
IVE
62.98%
Sharpe Ratio
SCHG
1.63
Winner
IVE
1.74
5Y Beta
SCHG
1.21
Winner
IVE
0.70
P/E Ratio
SCHG
35.75
Winner
IVE
24.91
Forward P/E
SCHG
26.88
Winner
IVE
19.56
5Y Dividends CAGR
Winner
SCHG
8.77%
IVE
6.75%
5Y EPS CAGR
Winner
SCHG
34.30%
IVE
13.15%
Debt to Equity
Winner
SCHG
26.20%
IVE
73.44%
P/S Ratio
SCHG
5.66
Winner
IVE
1.92
P/B Ratio
SCHG
9.41
Winner
IVE
3.49
SCHG vs IVE - Holdings Comparison
SCHG and IVE have 75 common holdings. Overlap is 24.92%
SCHG's top 25 holdings weight is 76.15%. IVE's top 25 holdings weight is 34.69%.
| Rank | SCHG | IVE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.67% | APPLE INC (AAPL) - 7.00% |
| #2 | APPLE INC (AAPL) - 9.72% | AMAZON.COM INC (AMZN) - 4.27% |
| #3 | MICROSOFT CORP (MSFT) - 7.79% | EXXON MOBIL CORP (XOM) - 2.21% |
| #4 | AMAZON.COM INC (AMZN) - 6.20% | WALMART INC (WMT) - 1.99% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.98% | COSTCO WHOLESALE CORP (COST) - 1.58% |
| #6 | BROADCOM INC (AVGO) - 4.64% | TESLA INC (TSLA) - 1.44% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.97% | INTEL CORP (INTC) - 1.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.70% | BANK OF AMERICA CORP (BAC) - 1.24% |
| #9 | TESLA INC (TSLA) - 3.41% | CHEVRON CORP (CVX) - 1.23% |
| #10 | ELI LILLY AND CO (LLY) - 2.44% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.86% | THE HOME DEPOT INC (HD) - 1.18% |
| #12 | VISA INC CLASS A (V) - 1.83% | UNITEDHEALTH GROUP INC (UNH) - 1.14% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.56% | MERCK & CO INC (MRK) - 0.97% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.46% | JPMORGAN CHASE & CO (JPM) - 0.96% |
| #15 | NETFLIX INC (NFLX) - 1.37% | WELLS FARGO & CO (WFC) - 0.89% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.17% | TEXAS INSTRUMENTS INC (TXN) - 0.87% |
| #17 | n/a (PLTR) - 1.14% | LINDE PLC (LIN) - 0.85% |
| #18 | GE AEROSPACE (GE) - 1.07% | VISA INC CLASS A (V) - 0.83% |
| #19 | GE VERNOVA INC (GEV) - 1.04% | CITIGROUP INC (C) - 0.80% |
| #20 | LINDE PLC (LIN) - 0.84% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #21 | KLA CORP (KLAC) - 0.84% | LOCKHEED MARTIN CORP (LMT) - 0.37% |
| #22 | THE WALT DISNEY CO (DIS) - 0.63% | MCKESSON CORP (MCK) - 0.36% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.62% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.36% |
| #24 | SALESFORCE INC (CRM) - 0.60% | BOEING CO (BA) - 0.36% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.60% | COMCAST CORP CLASS A (CMCSA) - 0.35% |
| Total Holdings | 196 | 402 |
SCHG vs IVE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHG
+12.42%
IVE
+3.70%
3M
Winner
SCHG
+8.73%
IVE
+1.58%
6M
SCHG
+5.67%
Winner
IVE
+8.78%
1Y
Winner
SCHG
+31.77%
IVE
+22.98%
5Y(CAGR)
Winner
SCHG
+15.23%
IVE
+10.36%
10Y(CAGR)
Winner
SCHG
+18.87%
IVE
+11.88%
Max(CAGR)
Winner
SCHG
+16.59%
IVE
+7.57%
SCHG vs IVE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHG | IVE |
|---|---|---|
| 2026 | +5.11% | +5.79% |
| 2025 | +17.63% | +13.56% |
| 2024 | +37.01% | +11.40% |
| 2023 | +51.47% | +21.54% |
| 2022 | -32.41% | -5.84% |
| 2021 | +29.82% | +26.39% |
| 2020 | +37.31% | +0.83% |
| 2019 | +36.13% | +31.09% |
| 2018 | -2.42% | -9.66% |
| 2017 | +27.04% | +14.31% |
| 2016 | +8.61% | +18.72% |
| 2015 | +3.52% | -3.25% |
| 2014 | +16.71% | +13.14% |
| 2013 | +30.57% | +28.54% |
| 2012 | +15.02% | +15.37% |
| 2011 | -1.75% | -1.91% |
| 2010 | +14.92% | +13.12% |
| 2009 | +2.70% | +18.11% |
| 2008 | N/A | -38.04% |
| 2007 | N/A | +1.44% |
| 2006 | N/A | +18.64% |
| 2005 | N/A | +6.29% |
| 2004 | N/A | +15.70% |
| 2003 | N/A | +27.52% |
| 2002 | N/A | -21.10% |
| 2001 | N/A | -10.41% |
| 2000 | N/A | +7.90% |
SCHG vs IVE Drawdown Comparison
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The maximum drawdown for IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1362 trading sessions.
The current IVE drawdown is -0.23%.
| Rank | SCHG | IVE |
|---|---|---|
| #1 | -34.59% Nov 19, 2021 - Dec 18, 2023 | -61.33% Oct 9, 2007 - Mar 8, 2013 |
| #2 | -32.39% Feb 19, 2020 - Jun 10, 2020 | -44.22% Feb 1, 2001 - Dec 21, 2004 |
| #3 | -23.39% Dec 16, 2024 - Jun 30, 2025 | -37.04% Feb 12, 2020 - Jan 6, 2021 |
| #4 | -21.59% Oct 1, 2018 - Apr 12, 2019 | -19.24% Jan 26, 2018 - May 3, 2019 |
| #5 | -20.57% Jul 7, 2011 - Feb 3, 2012 | -18.03% Apr 20, 2022 - Feb 1, 2023 |
| #6 | -17.08% Jul 20, 2015 - Aug 5, 2016 | -17.58% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -16.41% Oct 29, 2025 - May 6, 2026 | -15.03% May 21, 2015 - Jun 7, 2016 |
| #8 | -16.25% Apr 23, 2010 - Nov 2, 2010 | -10.98% Jul 31, 2023 - Dec 1, 2023 |
| #9 | -12.36% Jul 10, 2024 - Oct 11, 2024 | -10.18% Jul 13, 2007 - Oct 9, 2007 |
| #10 | -10.95% Sep 2, 2020 - Nov 6, 2020 | -9.57% Feb 2, 2023 - Jun 13, 2023 |
| #11 | -10.48% Apr 2, 2012 - Sep 6, 2012 | -7.86% Sep 11, 2000 - Oct 31, 2000 |
| #12 | -10.15% Feb 12, 2021 - Apr 8, 2021 | -7.84% May 9, 2006 - Sep 20, 2006 |
| #13 | -9.72% Jan 26, 2018 - Jun 6, 2018 | -7.64% May 3, 2019 - Jul 1, 2019 |
| #14 | -8.54% Sep 14, 2012 - Jan 10, 2013 | -7.51% Mar 7, 2005 - Jun 17, 2005 |
| #15 | -8.07% Jan 11, 2010 - Mar 9, 2010 | -7.29% Jan 12, 2022 - Apr 20, 2022 |
Correlation
Correlation between SCHG and IVE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SCHG vs IVE dividend yield comparison.
| Year | SCHG | IVE |
|---|---|---|
| 2026 | 0.11% | 0.35% |
| 2025 | 0.36% | 1.61% |
| 2024 | 0.40% | 2.04% |
| 2023 | 0.46% | 1.65% |
| 2022 | 0.55% | 2.10% |
| 2021 | 0.42% | 1.81% |
| 2020 | 0.52% | 2.37% |
| 2019 | 0.82% | 2.11% |
| 2018 | 1.27% | 2.74% |
| 2017 | 1.01% | 2.12% |
| 2016 | 1.04% | 2.26% |
| 2015 | 1.22% | 2.44% |
| 2014 | 1.09% | 2.14% |
| 2013 | 1.07% | 2.04% |
| 2012 | 1.37% | 2.34% |
| 2011 | 1.03% | 2.29% |
| 2010 | 0.71% | 2.08% |
| 2009 | 0.04% | 2.56% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.32% |
| 2006 | 0.00% | 1.91% |
| 2005 | 0.00% | 2.02% |
| 2004 | 0.00% | 1.62% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.50% |
| 2000 | 0.00% | 0.94% |
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