SCHV vs FTEC
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC, ETF).
5-Year PerformanceFTEC has outperformed SCHV, delivering a return of +20.3% compared to +9.6%
SCHV vs FTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHV
$15B
Winner
FTEC
$15B
Expense Ratio
Winner
SCHV
0.04%
FTEC
0.08%
Max Drawdown
SCHV
37.08%
Winner
FTEC
35.36%
Sharpe Ratio
SCHV
1.97
Winner
FTEC
2.21
5Y Beta
Winner
SCHV
0.70
FTEC
1.44
P/E Ratio
Winner
SCHV
22.96
FTEC
40.66
Forward P/E
Winner
SCHV
17.31
FTEC
22.13
PEG Ratio
SCHV
0.38
FTEC
N/A
5Y Dividends CAGR
SCHV
1.19%
Winner
FTEC
2.08%
5Y EPS CAGR
SCHV
12.60%
Winner
FTEC
37.80%
Debt to Equity
Winner
SCHV
18.71%
FTEC
45.26%
P/S Ratio
Winner
SCHV
2.24
FTEC
6.16
P/B Ratio
Winner
SCHV
3.28
FTEC
8.58
SCHV vs FTEC - Holdings Comparison
SCHV and FTEC have 59 common holdings. Overlap is 16.35%
SCHV's top 25 holdings weight is 33.53%. FTEC's top 25 holdings weight is 73.35%.
| Rank | SCHV | FTEC |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99% | NVIDIA CORP (NVDA) - 19.29% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.86% | APPLE INC (AAPL) - 14.40% |
| #3 | EXXON MOBIL CORP (XOM) - 2.15% | MICROSOFT CORP (MSFT) - 10.07% |
| #4 | MICRON TECHNOLOGY INC (MU) - 1.94% | BROADCOM INC (AVGO) - 4.82% |
| #5 | WALMART INC (WMT) - 1.91% | MICRON TECHNOLOGY INC (MU) - 2.58% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.87% | ADVANCED MICRO DEVICES INC (AMD) - 2.38% |
| #7 | INTEL CORP (INTC) - 1.35% | INTEL CORP (INTC) - 1.79% |
| #8 | CATERPILLAR INC (CAT) - 1.30% | CISCO SYSTEMS INC (CSCO) - 1.58% |
| #9 | CHEVRON CORP (CVX) - 1.20% | LAM RESEARCH CORP (LRCX) - 1.46% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.19% | n/a (PLTR) - 1.42% |
| #11 | ABBVIE INC (ABBV) - 1.19% | APPLIED MATERIALS INC (AMAT) - 1.40% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | ORACLE CORP (ORCL) - 1.26% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.17% | TEXAS INSTRUMENTS INC (TXN) - 1.13% |
| #14 | THE HOME DEPOT INC (HD) - 1.12% | KLA CORP (KLAC) - 1.13% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.07% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% |
| #16 | COCA-COLA CO (KO) - 1.03% | ANALOG DEVICES INC (ADI) - 0.90% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.03% | ARISTA NETWORKS INC (ANET) - 0.86% |
| #18 | ORACLE CORP (ORCL) - 0.96% | AMPHENOL CORP CLASS A (APH) - 0.84% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% | SALESFORCE INC (CRM) - 0.80% |
| #20 | MERCK & CO INC (MRK) - 0.93% | QUALCOMM INC (QCOM) - 0.77% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.73% |
| #22 | WELLS FARGO & CO (WFC) - 0.86% | PALO ALTO NETWORKS INC (PANW) - 0.70% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.82% | MARVELL TECHNOLOGY INC (MRVL) - 0.70% |
| #24 | RTX CORP (RTX) - 0.80% | WESTERN DIGITAL CORP (WDC) - 0.69% |
| #25 | MORGAN STANLEY (MS) - 0.78% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.65% |
| Total Holdings | 559 | 286 |
SCHV vs FTEC - Historical Returns
Returns include dividend reinvestment.
1M
SCHV
+3.65%
Winner
FTEC
+21.75%
3M
SCHV
+2.31%
Winner
FTEC
+19.86%
6M
SCHV
+14.00%
Winner
FTEC
+18.53%
1Y
SCHV
+27.29%
Winner
FTEC
+58.69%
5Y(CAGR)
SCHV
+9.58%
Winner
FTEC
+20.31%
10Y(CAGR)
SCHV
+11.31%
Winner
FTEC
+24.98%
Max(CAGR)
SCHV
+11.44%
Winner
FTEC
+21.99%
SCHV vs FTEC - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | FTEC |
|---|---|---|
| 2026 | +9.77% | +19.15% |
| 2025 | +16.38% | +22.06% |
| 2024 | +13.78% | +32.96% |
| 2023 | +9.05% | +54.74% |
| 2022 | -7.86% | -30.18% |
| 2021 | +27.33% | +32.61% |
| 2020 | +2.13% | +43.28% |
| 2019 | +25.73% | +48.60% |
| 2018 | -7.73% | -1.75% |
| 2017 | +15.74% | +35.91% |
| 2016 | +18.03% | +16.07% |
| 2015 | -1.24% | +5.48% |
| 2014 | +12.00% | +19.53% |
| 2013 | +27.74% | +8.30% |
| 2012 | +13.58% | N/A |
| 2011 | +2.37% | N/A |
| 2010 | +13.12% | N/A |
| 2009 | -0.36% | N/A |
SCHV vs FTEC Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for FTEC was -34.95%, occurring on Oct 14, 2022. Recovery took 478 trading sessions.
The current SCHV drawdown is -0.58%.
| Rank | SCHV | FTEC |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -34.95% Dec 27, 2021 - Nov 20, 2023 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -31.88% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -27.30% Dec 16, 2024 - Jun 25, 2025 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -24.11% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -16.41% Dec 4, 2015 - Jul 18, 2016 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -16.26% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -15.24% Jul 10, 2024 - Oct 14, 2024 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -14.00% May 27, 2015 - Oct 23, 2015 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -12.33% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -10.81% Feb 12, 2021 - Apr 9, 2021 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -10.71% May 3, 2019 - Jul 1, 2019 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -10.30% Jan 26, 2018 - Feb 26, 2018 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -9.70% Mar 12, 2018 - Jun 1, 2018 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -9.41% Mar 7, 2024 - May 15, 2024 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -9.33% Apr 26, 2021 - Jun 22, 2021 |
Correlation
Correlation between SCHV and FTEC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
SCHV vs FTEC dividend yield comparison.
| Year | SCHV | FTEC |
|---|---|---|
| 2026 | 0.43% | 0.08% |
| 2025 | 2.02% | 0.43% |
| 2024 | 2.25% | 0.49% |
| 2023 | 2.42% | 0.77% |
| 2022 | 2.37% | 0.93% |
| 2021 | 1.93% | 0.63% |
| 2020 | 3.03% | 0.83% |
| 2019 | 3.02% | 1.03% |
| 2018 | 3.05% | 1.20% |
| 2017 | 2.37% | 0.96% |
| 2016 | 2.65% | 1.25% |
| 2015 | 2.69% | 1.27% |
| 2014 | 2.38% | 1.09% |
| 2013 | 2.18% | 0.18% |
| 2012 | 2.92% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 2.30% | 0.00% |
| 2009 | 0.16% | 0.00% |
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