SCHV vs IWY

Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).

5-Year PerformanceIWY has outperformed SCHV, delivering a return of +15.8% compared to +9.6%

SCHV vs IWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHV(ETF)	IWY(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.04%	0.20%
Max Drawdown	37.08%	33.06%
Sharpe Ratio	1.97	1.67
5Y Beta	0.70	1.20
P/E Ratio	22.96	35.40
Forward P/E	17.31	27.49
PEG Ratio	0.38	0.61
5Y Dividends CAGR	1.19%	4.97%
5Y EPS CAGR	12.60%	35.86%
Debt to Equity	18.71%	18.87%
P/S Ratio	2.24	7.55
P/B Ratio	3.28	13.87

Net Assets

Winner

SCHV

$15B

IWY

$15B

Expense Ratio

Winner

SCHV

0.04%

IWY

0.20%

Max Drawdown

SCHV

37.08%

Winner

IWY

33.06%

Sharpe Ratio

Winner

SCHV

1.97

IWY

1.67

5Y Beta

Winner

SCHV

0.70

IWY

1.20

P/E Ratio

Winner

SCHV

22.96

IWY

35.40

Forward P/E

Winner

SCHV

17.31

IWY

27.49

PEG Ratio

Winner

SCHV

0.38

IWY

0.61

5Y Dividends CAGR

SCHV

1.19%

Winner

IWY

4.97%

5Y EPS CAGR

SCHV

12.60%

Winner

IWY

35.86%

Debt to Equity

Winner

SCHV

18.71%

IWY

18.87%

P/S Ratio

Winner

SCHV

2.24

IWY

7.55

P/B Ratio

Winner

SCHV

3.28

IWY

13.87

SCHV vs IWY - Holdings Comparison

SCHV and IWY have 55 common holdings. Overlap is 11.81%

SCHV's top 25 holdings weight is 33.53%. IWY's top 25 holdings weight is 83.52%.

Rank	SCHV	IWY
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99%	NVIDIA CORP (NVDA) - 15.94%
#2	JPMORGAN CHASE & CO (JPM) - 2.86%	APPLE INC (AAPL) - 12.49%
#3	EXXON MOBIL CORP (XOM) - 2.15%	MICROSOFT CORP (MSFT) - 10.25%
#4	MICRON TECHNOLOGY INC (MU) - 1.94%	BROADCOM INC (AVGO) - 4.97%
#5	WALMART INC (WMT) - 1.91%	AMAZON.COM INC (AMZN) - 4.96%
#6	JOHNSON & JOHNSON (JNJ) - 1.87%	ALPHABET INC CLASS A (GOOGL) - 4.27%
#7	INTEL CORP (INTC) - 1.35%	META PLATFORMS INC CLASS A (META) - 3.58%
#8	CATERPILLAR INC (CAT) - 1.30%	ALPHABET INC CLASS C (GOOG) - 3.45%
#9	CHEVRON CORP (CVX) - 1.20%	TESLA INC (TSLA) - 3.18%
#10	BANK OF AMERICA CORP (BAC) - 1.19%	ELI LILLY AND CO (LLY) - 2.44%
#11	ABBVIE INC (ABBV) - 1.19%	VISA INC CLASS A (V) - 1.97%
#12	PROCTER & GAMBLE CO (PG) - 1.18%	COSTCO WHOLESALE CORP (COST) - 1.67%
#13	CISCO SYSTEMS INC (CSCO) - 1.17%	MASTERCARD INC CLASS A (MA) - 1.55%
#14	THE HOME DEPOT INC (HD) - 1.12%	NETFLIX INC (NFLX) - 1.48%
#15	LAM RESEARCH CORP (LRCX) - 1.07%	ABBVIE INC (ABBV) - 1.33%
#16	COCA-COLA CO (KO) - 1.03%	LAM RESEARCH CORP (LRCX) - 1.20%
#17	APPLIED MATERIALS INC (AMAT) - 1.03%	n/a (PLTR) - 1.17%
#18	ORACLE CORP (ORCL) - 0.96%	ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#19	THE GOLDMAN SACHS GROUP INC (GS) - 0.95%	GE AEROSPACE (GE) - 1.14%
#20	MERCK & CO INC (MRK) - 0.93%	GE VERNOVA INC (GEV) - 1.11%
#21	PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88%	ORACLE CORP (ORCL) - 1.06%
#22	WELLS FARGO & CO (WFC) - 0.86%	THE HOME DEPOT INC (HD) - 0.95%
#23	TEXAS INSTRUMENTS INC (TXN) - 0.82%	KLA CORP (KLAC) - 0.90%
#24	RTX CORP (RTX) - 0.80%	AMPHENOL CORP CLASS A (APH) - 0.66%
#25	MORGAN STANLEY (MS) - 0.78%	ARISTA NETWORKS INC (ANET) - 0.65%
Total Holdings	559	113

SCHV vs IWY - Historical Returns

Returns include dividend reinvestment.

Period	SCHV	IWY
1 month	+3.65%	+12.10%
3 months	+2.31%	+7.78%
6 months	+14.00%	+5.31%
1 year	+27.29%	+33.24%
5 years(CAGR)	+9.58%	+15.83%
10 years(CAGR)	+11.31%	+19.51%
Max(CAGR)	+11.44%	+17.27%

SCHV

+3.65%

Winner

IWY

+12.10%

SCHV

+2.31%

Winner

IWY

+7.78%

Winner

SCHV

+14.00%

IWY

+5.31%

SCHV

+27.29%

Winner

IWY

+33.24%

5Y(CAGR)

SCHV

+9.58%

Winner

IWY

+15.83%

10Y(CAGR)

SCHV

+11.31%

Winner

IWY

+19.51%

Max(CAGR)

SCHV

+11.44%

Winner

IWY

+17.27%

SCHV vs IWY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SCHV	IWY
2026	+9.77%	+5.16%
2025	+16.38%	+18.71%
2024	+13.78%	+36.91%
2023	+9.05%	+47.75%
2022	-7.86%	-30.61%
2021	+27.33%	+33.02%
2020	+2.13%	+37.12%
2019	+25.73%	+36.35%
2018	-7.73%	-1.70%
2017	+15.74%	+30.69%
2016	+18.03%	+8.88%
2015	-1.24%	+8.06%
2014	+12.00%	+14.33%
2013	+27.74%	+28.99%
2012	+13.58%	+13.15%
2011	+2.37%	+3.69%
2010	+13.12%	+11.40%
2009	-0.36%	+8.92%

SCHV vs IWY Drawdown Comparison

The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The current SCHV drawdown is -0.58%.

Rank	SCHV	IWY
#1	-37.08% Jan 17, 2020 - Dec 4, 2020	-32.68% Dec 27, 2021 - Dec 13, 2023
#2	-19.77% Jan 4, 2022 - Jan 29, 2024	-30.76% Feb 19, 2020 - Jun 8, 2020
#3	-18.42% Apr 29, 2011 - Feb 16, 2012	-23.21% Dec 16, 2024 - Jun 27, 2025
#4	-17.71% Sep 21, 2018 - Apr 16, 2019	-22.15% Oct 1, 2018 - Apr 23, 2019
#5	-15.26% Nov 29, 2024 - Jun 30, 2025	-16.63% Oct 29, 2025 - May 8, 2026
#6	-14.49% Apr 23, 2010 - Nov 4, 2010	-15.77% Jul 22, 2011 - Jan 25, 2012
#7	-13.00% May 21, 2015 - Apr 13, 2016	-15.46% Apr 23, 2010 - Oct 18, 2010
#8	-10.60% Jan 26, 2018 - Sep 20, 2018	-13.86% Jul 10, 2024 - Oct 29, 2024
#9	-9.13% Apr 2, 2012 - Aug 6, 2012	-12.42% Jul 20, 2015 - Nov 2, 2015
#10	-7.62% Jan 19, 2010 - Mar 11, 2010	-12.27% Dec 1, 2015 - Apr 18, 2016
#11	-7.34% Sep 19, 2014 - Nov 5, 2014	-11.88% Sep 2, 2020 - Dec 17, 2020
#12	-7.16% Oct 18, 2012 - Jan 2, 2013	-9.96% Jan 26, 2018 - Jun 6, 2018
#13	-6.83% Feb 26, 2026 - Apr 23, 2026	-9.27% Apr 2, 2012 - Aug 16, 2012
#14	-6.58% Apr 30, 2019 - Jun 20, 2019	-8.77% Feb 12, 2021 - Apr 7, 2021
#15	-6.54% Jul 26, 2019 - Sep 12, 2019	-8.34% Sep 19, 2012 - Jan 23, 2013

Correlation

Correlation between SCHV and IWY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

SCHV vs IWY dividend yield comparison.

Year	SCHV	IWY
2026	0.43%	0.07%
2025	2.02%	0.36%
2024	2.25%	0.42%
2023	2.42%	0.68%
2022	2.37%	0.88%
2021	1.93%	0.50%
2020	3.03%	0.71%
2019	3.02%	1.06%
2018	3.05%	1.32%
2017	2.37%	1.26%
2016	2.65%	1.51%
2015	2.69%	1.58%
2014	2.38%	1.44%
2013	2.18%	1.56%
2012	2.92%	1.80%
2011	2.61%	1.58%
2010	2.30%	1.27%
2009	0.16%	0.40%