SCHV vs ESGU
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceESGU has outperformed SCHV, delivering a return of +12.2% compared to +9.6%
SCHV vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHV
$15B
ESGU
$15B
Expense Ratio
Winner
SCHV
0.04%
ESGU
0.15%
Max Drawdown
SCHV
37.08%
Winner
ESGU
33.87%
Sharpe Ratio
SCHV
1.97
Winner
ESGU
1.98
5Y Beta
Winner
SCHV
0.70
ESGU
0.99
P/E Ratio
Winner
SCHV
22.96
ESGU
29.33
Forward P/E
Winner
SCHV
17.31
ESGU
21.93
PEG Ratio
Winner
SCHV
0.38
ESGU
0.44
5Y Dividends CAGR
SCHV
1.19%
Winner
ESGU
11.07%
5Y EPS CAGR
SCHV
12.60%
Winner
ESGU
28.79%
Debt to Equity
Winner
SCHV
18.71%
ESGU
20.24%
P/S Ratio
Winner
SCHV
2.24
ESGU
3.32
P/B Ratio
Winner
SCHV
3.28
ESGU
5.64
SCHV vs ESGU - Holdings Comparison
SCHV and ESGU have 162 common holdings. Overlap is 25.68%
SCHV's top 25 holdings weight is 33.53%. ESGU's top 25 holdings weight is 47.23%.
| Rank | SCHV | ESGU |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99% | NVIDIA CORP (NVDA) - 8.46% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.86% | APPLE INC (AAPL) - 6.21% |
| #3 | EXXON MOBIL CORP (XOM) - 2.15% | MICROSOFT CORP (MSFT) - 4.73% |
| #4 | MICRON TECHNOLOGY INC (MU) - 1.94% | ALPHABET INC CLASS C (GOOG) - 4.63% |
| #5 | WALMART INC (WMT) - 1.91% | AMAZON.COM INC (AMZN) - 3.90% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.87% | BROADCOM INC (AVGO) - 3.05% |
| #7 | INTEL CORP (INTC) - 1.35% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #8 | CATERPILLAR INC (CAT) - 1.30% | TESLA INC (TSLA) - 1.70% |
| #9 | CHEVRON CORP (CVX) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 1.30% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.19% | JPMORGAN CHASE & CO (JPM) - 1.29% |
| #11 | ABBVIE INC (ABBV) - 1.19% | ELI LILLY AND CO (LLY) - 1.11% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | VISA INC CLASS A (V) - 0.96% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.17% | MICRON TECHNOLOGY INC (MU) - 0.95% |
| #14 | THE HOME DEPOT INC (HD) - 1.12% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.07% | EXXON MOBIL CORP (XOM) - 0.75% |
| #16 | COCA-COLA CO (KO) - 1.03% | CATERPILLAR INC (CAT) - 0.70% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.03% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #18 | ORACLE CORP (ORCL) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67% |
| #20 | MERCK & CO INC (MRK) - 0.93% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34% |
| #22 | WELLS FARGO & CO (WFC) - 0.86% | ECOLAB INC (ECL) - 0.33% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.82% | KINDER MORGAN INC CLASS P (KMI) - 0.33% |
| #24 | RTX CORP (RTX) - 0.80% | CITIGROUP INC (C) - 0.33% |
| #25 | MORGAN STANLEY (MS) - 0.78% | ARISTA NETWORKS INC (ANET) - 0.32% |
| Total Holdings | 559 | 250 |
SCHV vs ESGU - Historical Returns
Returns include dividend reinvestment.
1M
SCHV
+3.65%
Winner
ESGU
+9.09%
3M
SCHV
+2.31%
Winner
ESGU
+6.58%
6M
Winner
SCHV
+14.00%
ESGU
+9.72%
1Y
SCHV
+27.29%
Winner
ESGU
+31.44%
5Y(CAGR)
SCHV
+9.58%
Winner
ESGU
+12.16%
10Y(CAGR)
SCHV
+11.31%
Winner
ESGU
+15.23%
Max(CAGR)
SCHV
+11.44%
Winner
ESGU
+15.23%
SCHV vs ESGU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | ESGU |
|---|---|---|
| 2026 | +9.77% | +7.82% |
| 2025 | +16.38% | +17.06% |
| 2024 | +13.78% | +25.17% |
| 2023 | +9.05% | +26.27% |
| 2022 | -7.86% | -20.66% |
| 2021 | +27.33% | +28.59% |
| 2020 | +2.13% | +21.43% |
| 2019 | +25.73% | +32.20% |
| 2018 | -7.73% | -4.52% |
| 2017 | +15.74% | +21.07% |
| 2016 | +18.03% | +1.79% |
| 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 ESGU Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current SCHV drawdown is -0.58%.
| Rank | SCHV | ESGU |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -4.54% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between SCHV and ESGU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
SCHV vs ESGU dividend yield comparison.
| Year | SCHV | ESGU |
|---|---|---|
| 2026 | 0.43% | 0.23% |
| 2025 | 2.02% | 0.99% |
| 2024 | 2.25% | 1.18% |
| 2023 | 2.42% | 1.43% |
| 2022 | 2.37% | 1.58% |
| 2021 | 1.93% | 1.06% |
| 2020 | 3.03% | 1.27% |
| 2019 | 3.02% | 1.32% |
| 2018 | 3.05% | 1.73% |
| 2017 | 2.37% | 1.82% |
| 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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