SCHK vs IVOO
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF).
5-Year PerformanceSCHK has outperformed IVOO, delivering a return of +13.6% compared to +8.4%
SCHK vs IVOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$5.30B
Winner
IVOO
$5.40B
Expense Ratio
Winner
SCHK
0.03%
IVOO
0.07%
Max Drawdown
Winner
SCHK
34.80%
IVOO
42.47%
Sharpe Ratio
Winner
SCHK
1.95
IVOO
1.30
5Y Beta
Winner
SCHK
0.99
IVOO
0.99
P/E Ratio
SCHK
28.55
Winner
IVOO
24.85
Forward P/E
SCHK
21.36
Winner
IVOO
16.57
5Y Dividends CAGR
SCHK
4.88%
Winner
IVOO
17.68%
5Y EPS CAGR
Winner
SCHK
25.23%
IVOO
12.86%
Debt to Equity
Winner
SCHK
23.20%
IVOO
37.55%
P/S Ratio
SCHK
3.37
Winner
IVOO
1.58
P/B Ratio
SCHK
5.14
Winner
IVOO
2.70
SCHK vs IVOO - Holdings Comparison
SCHK and IVOO have 276 common holdings. Overlap is 4.46%
SCHK's top 25 holdings weight is 47.44%. IVOO's top 25 holdings weight is 15.92%.
| Rank | SCHK | IVOO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.81% | TECHNIPFMC PLC (FTI) - 0.87% |
| #2 | APPLE INC (AAPL) - 6.00% | CASEY'S GENERAL STORES INC (CASY) - 0.84% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #4 | AMAZON.COM INC (AMZN) - 3.83% | CURTISS-WRIGHT CORP (CW) - 0.78% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.07% | FLEX LTD (FLEX) - 0.75% |
| #6 | BROADCOM INC (AVGO) - 2.86% | XPO INC (XPO) - 0.71% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | WOODWARD INC (WWD) - 0.66% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.22% | ROYAL GOLD INC (RGLD) - 0.64% |
| #9 | TESLA INC (TSLA) - 1.60% | BURLINGTON STORES INC (BURL) - 0.63% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | US FOODS HOLDING CORP (USFD) - 0.63% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.27% | ATI INC (ATI) - 0.62% |
| #12 | ELI LILLY AND CO (LLY) - 1.04% | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% |
| #13 | EXXON MOBIL CORP (XOM) - 0.95% | MASTEC INC (MTZ) - 0.61% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.86% | TWILIO INC CLASS A (TWLO) - 0.59% |
| #15 | WALMART INC (WMT) - 0.84% | ILLUMINA INC (ILMN) - 0.59% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.83% | NVENT ELECTRIC PLC (NVT) - 0.59% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.79% | EVERPURE INC CLASS A (P) - 0.58% |
| #18 | VISA INC CLASS A (V) - 0.78% | FABRINET (FN) - 0.58% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.67% | BWX TECHNOLOGIES INC (BWXT) - 0.58% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.62% | NEXTPOWER INC CLASS A (NXT) - 0.56% |
| #21 | INTEL CORP (INTC) - 0.60% | ENTEGRIS INC (ENTG) - 0.56% |
| #22 | NETFLIX INC (NFLX) - 0.59% | RB GLOBAL INC (RBA) - 0.55% |
| #23 | CATERPILLAR INC (CAT) - 0.57% | ALCOA CORP (AA) - 0.54% |
| #24 | ABBVIE INC (ABBV) - 0.53% | RBC BEARINGS INC (RBC) - 0.53% |
| #25 | CHEVRON CORP (CVX) - 0.53% | TENET HEALTHCARE CORP (THC) - 0.52% |
| Total Holdings | 948 | 404 |
SCHK vs IVOO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHK
+7.26%
IVOO
+2.90%
3M
Winner
SCHK
+8.38%
IVOO
+4.08%
6M
SCHK
+8.41%
Winner
IVOO
+12.63%
1Y
Winner
SCHK
+27.53%
IVOO
+21.77%
5Y(CAGR)
Winner
SCHK
+13.59%
IVOO
+8.44%
10Y(CAGR)
Winner
SCHK
+14.59%
IVOO
+11.31%
Max(CAGR)
Winner
SCHK
+14.59%
IVOO
+12.15%
SCHK vs IVOO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | IVOO |
|---|---|---|
| 2026 | +8.12% | +9.79% |
| 2025 | +17.48% | +7.63% |
| 2024 | +25.29% | +14.16% |
| 2023 | +27.16% | +16.94% |
| 2022 | -19.88% | -13.44% |
| 2021 | +27.95% | +26.61% |
| 2020 | +19.71% | +13.41% |
| 2019 | +31.09% | +26.49% |
| 2018 | -5.78% | -12.13% |
| 2017 | +5.07% | +15.53% |
| 2016 | N/A | +22.10% |
| 2015 | N/A | -2.14% |
| 2014 | N/A | +10.55% |
| 2013 | N/A | +30.06% |
| 2012 | N/A | +16.54% |
| 2011 | N/A | -3.77% |
| 2010 | N/A | +20.66% |
SCHK vs IVOO Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current SCHK drawdown is -0.25%. The current IVOO drawdown is -1.80%.
| Rank | SCHK | IVOO |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -42.34% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -26.27% Apr 29, 2011 - Mar 19, 2012 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -24.22% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -23.80% Nov 16, 2021 - Feb 12, 2024 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -23.22% Aug 29, 2018 - Nov 25, 2019 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -19.34% Jun 23, 2015 - Jul 11, 2016 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -11.38% Mar 26, 2012 - Sep 6, 2012 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -10.54% Jul 1, 2014 - Nov 20, 2014 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -8.81% Mar 2, 2026 - Apr 17, 2026 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -7.62% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -7.19% Mar 28, 2024 - Jul 15, 2024 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -7.11% May 21, 2013 - Jul 11, 2013 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -6.92% May 7, 2021 - Aug 27, 2021 |
Correlation
Correlation between SCHK and IVOO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
SCHK vs IVOO dividend yield comparison.
| Year | SCHK | IVOO |
|---|---|---|
| 2026 | 0.25% | 0.28% |
| 2025 | 1.09% | 1.35% |
| 2024 | 1.20% | 1.30% |
| 2023 | 1.38% | 1.25% |
| 2022 | 1.57% | 1.58% |
| 2021 | 1.17% | 1.14% |
| 2020 | 1.58% | 1.23% |
| 2019 | 1.82% | 1.49% |
| 2018 | 1.80% | 1.56% |
| 2017 | 0.31% | 1.22% |
| 2016 | 0.00% | 1.37% |
| 2015 | 0.00% | 1.45% |
| 2014 | 0.00% | 1.26% |
| 2013 | 0.00% | 0.92% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.81% |
| 2010 | 0.00% | 0.60% |
Select Stocks to Compare
Popular: SCHK vs SPYIVOO vs SPY
More Comparisons
Compare with similar stocks