SCHV vs BAI
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and iShares A.I. Innovation and Tech Active ETF (BAI, ETF).
SCHV vs BAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
BAI
$16B
Expense Ratio
Winner
SCHV
0.04%
BAI
0.55%
Max Drawdown
SCHV
37.08%
Winner
BAI
34.09%
Sharpe Ratio
Winner
SCHV
1.84
BAI
0.98
5Y Beta
Winner
SCHV
0.71
BAI
1.80
P/E Ratio
Winner
SCHV
23.55
BAI
56.66
Forward P/E
Winner
SCHV
17.04
BAI
22.10
PEG Ratio
SCHV
0.22
Winner
BAI
0.18
5Y Dividends CAGR
SCHV
2.29%
BAI
N/A
5Y EPS CAGR
SCHV
12.76%
Winner
BAI
36.04%
Debt to Equity
SCHV
25.51%
BAI
N/A
P/S Ratio
Winner
SCHV
2.39
BAI
4.69
P/B Ratio
Winner
SCHV
3.57
BAI
12.85
SCHV vs BAI - Holdings Comparison
SCHV and BAI have 14 common holdings. Overlap is 8.55%
SCHV's top 25 holdings weight is 35.73%. BAI's top 25 holdings weight is 79.25%.
| Rank | SCHV | BAI |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.48% | MICRON TECHNOLOGY INC (MU) - 6.47% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.94% | SK HYNIX INC (n/a) - 6.45% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.85% | ADVANCED MICRO DEVICES INC (AMD) - 5.50% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.00% | NVIDIA CORP (NVDA) - 4.73% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.92% | BROADCOM INC (AVGO) - 4.70% |
| #6 | INTEL CORP (INTC) - 1.58% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.68% |
| #7 | WALMART INC (WMT) - 1.54% | LAM RESEARCH CORP (LRCX) - 4.47% |
| #8 | ABBVIE INC (ABBV) - 1.44% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.42% | TOWER SEMICONDUCTOR LTD (n/a) - 3.33% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.41% | WESTERN DIGITAL CORP (WDC) - 3.19% |
| #11 | CATERPILLAR INC (CAT) - 1.30% | ELITE MATERIAL CO LTD (n/a) - 2.90% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.28% | INTEL CORP (INTC) - 2.86% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.27% | LUMENTUM HOLDINGS INC (LITE) - 2.83% |
| #14 | CHEVRON CORP (CVX) - 1.14% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.72% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.10% | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 2.45% |
| #16 | THE HOME DEPOT INC (HD) - 1.05% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.08% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% | DELTA ELECTRONICS INC (n/a) - 2.08% |
| #18 | COCA-COLA CO (KO) - 1.01% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.04% |
| #19 | MERCK & CO INC (MRK) - 0.99% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.97% |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.93% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.90% |
| #21 | WELLS FARGO & CO (WFC) - 0.85% | UNIMICRON TECHNOLOGY CORP (n/a) - 1.79% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.84% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.76% |
| #23 | RTX CORP (RTX) - 0.83% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.70% |
| #24 | MORGAN STANLEY (MS) - 0.82% | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.67% |
| #25 | CITIGROUP INC (C) - 0.72% | DATADOG INC CLASS A (DDOG) - 1.65% |
| Total Holdings | 562 | 56 |
SCHV vs BAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+0.52%
BAI
-8.88%
3M
Winner
SCHV
+6.08%
BAI
-4.81%
6M
SCHV
+9.13%
Winner
BAI
+27.67%
1Y
SCHV
+27.09%
Winner
BAI
+42.00%
5Y(CAGR)
SCHV
+10.77%
BAI
N/A
10Y(CAGR)
SCHV
+11.34%
BAI
N/A
Max(CAGR)
SCHV
+11.70%
Winner
BAI
+38.26%
SCHV vs BAI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | BAI |
|---|---|---|
| 2026 | +17.12% | +29.86% |
| 2025 | +16.38% | +23.71% |
| 2024 | +13.78% | +8.06% |
| 2023 | +9.05% | N/A |
| 2022 | -7.86% | N/A |
| 2021 | +27.33% | N/A |
| 2020 | +2.13% | N/A |
| 2019 | +25.73% | N/A |
| 2018 | -7.73% | N/A |
| 2017 | +15.74% | N/A |
| 2016 | +18.03% | N/A |
| 2015 | -1.24% | N/A |
| 2014 | +12.00% | N/A |
| 2013 | +27.74% | N/A |
| 2012 | +13.58% | N/A |
| 2011 | +2.37% | N/A |
| 2010 | +13.12% | N/A |
| 2009 | -0.36% | N/A |
SCHV vs BAI Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The current SCHV drawdown is -0.57%. The current BAI drawdown is -19.01%.
| Rank | SCHV | BAI |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -34.09% Jan 23, 2025 - Jul 16, 2025 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -30.85% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -16.22% Oct 29, 2025 - Apr 8, 2026 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -12.27% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -7.67% Aug 13, 2025 - Sep 8, 2025 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -7.48% May 14, 2026 - May 26, 2026 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -6.28% Jan 6, 2025 - Jan 22, 2025 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -5.63% Nov 7, 2024 - Nov 21, 2024 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -5.55% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -4.82% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -4.28% Apr 24, 2026 - Apr 30, 2026 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -4.09% Sep 22, 2025 - Oct 6, 2025 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -4.05% Jun 15, 2026 - Jun 18, 2026 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -3.84% Dec 6, 2024 - Dec 16, 2024 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -3.81% Oct 30, 2024 - Nov 6, 2024 |
Correlation
Correlation between SCHV and BAI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2009 - 2026)
SCHV vs BAI dividend yield comparison.
| Year | SCHV | BAI |
|---|---|---|
| 2026 | 0.86% | 0.00% |
| 2025 | 2.02% | 1.80% |
| 2024 | 2.25% | 0.00% |
| 2023 | 2.42% | 0.00% |
| 2022 | 2.37% | 0.00% |
| 2021 | 1.93% | 0.00% |
| 2020 | 3.03% | 0.00% |
| 2019 | 3.02% | 0.00% |
| 2018 | 3.05% | 0.00% |
| 2017 | 2.37% | 0.00% |
| 2016 | 2.65% | 0.00% |
| 2015 | 2.69% | 0.00% |
| 2014 | 2.38% | 0.00% |
| 2013 | 2.18% | 0.00% |
| 2012 | 2.92% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 2.30% | 0.00% |
| 2009 | 0.16% | 0.00% |
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