SCHV vs SCZ
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceSCHV has outperformed SCZ, delivering a return of +11.1% compared to +5.1%
SCHV vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
SCZ
$15B
Expense Ratio
Winner
SCHV
0.04%
SCZ
0.40%
Max Drawdown
Winner
SCHV
37.08%
SCZ
62.65%
Sharpe Ratio
Winner
SCHV
2.06
SCZ
1.14
5Y Beta
SCHV
0.70
Winner
SCZ
0.67
P/E Ratio
SCHV
23.47
SCZ
N/A
Forward P/E
SCHV
17.36
SCZ
N/A
PEG Ratio
SCHV
0.25
SCZ
N/A
5Y Dividends CAGR
SCHV
1.19%
Winner
SCZ
16.32%
5Y EPS CAGR
SCHV
12.37%
SCZ
N/A
Debt to Equity
SCHV
33.49%
SCZ
N/A
P/S Ratio
SCHV
2.30
SCZ
N/A
P/B Ratio
SCHV
3.43
SCZ
N/A
SCHV vs SCZ - Holdings Comparison
SCHV and SCZ have 1 common holdings. Overlap is -0.04%
SCHV's top 25 holdings weight is 36.20%. SCZ's top 25 holdings weight is 6.44%.
| Rank | SCHV | SCZ |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.72% | JPY CASH (n/a) - 0.38% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.86% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.85% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | EXXON MOBIL CORP (XOM) - 1.87% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | INTEL CORP (INTC) - 1.80% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | JOHNSON & JOHNSON (JNJ) - 1.79% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | WALMART INC (WMT) - 1.64% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | APPLIED MATERIALS INC (AMAT) - 1.49% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.48% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.47% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | CATERPILLAR INC (CAT) - 1.41% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | ABBVIE INC (ABBV) - 1.24% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.19% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.11% | IMI PLC (n/a) - 0.25% |
| #15 | CHEVRON CORP (CVX) - 1.06% | SOJITZ CORP (n/a) - 0.24% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.05% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | THE HOME DEPOT INC (HD) - 1.03% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | ORACLE CORP (ORCL) - 0.99% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | COCA-COLA CO (KO) - 0.98% | ALS LTD (n/a) - 0.22% |
| #20 | MERCK & CO INC (MRK) - 0.91% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.89% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.87% | ICG PLC (n/a) - 0.17% |
| #23 | MORGAN STANLEY (MS) - 0.86% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | RTX CORP (RTX) - 0.82% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | WELLS FARGO & CO (WFC) - 0.82% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 559 | 1984 |
SCHV vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+3.12%
SCZ
-2.29%
3M
Winner
SCHV
+12.59%
SCZ
+7.89%
6M
Winner
SCHV
+15.22%
SCZ
+6.76%
1Y
Winner
SCHV
+27.14%
SCZ
+19.57%
5Y(CAGR)
Winner
SCHV
+11.08%
SCZ
+5.10%
10Y(CAGR)
Winner
SCHV
+11.86%
SCZ
+8.72%
Max(CAGR)
Winner
SCHV
+11.69%
SCZ
+5.42%
SCHV vs SCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | SCZ |
|---|---|---|
| 2026 | +15.41% | +6.39% |
| 2025 | +16.38% | +32.40% |
| 2024 | +13.78% | +2.77% |
| 2023 | +9.05% | +12.31% |
| 2022 | -7.86% | -21.61% |
| 2021 | +27.33% | +9.90% |
| 2020 | +2.13% | +10.70% |
| 2019 | +25.73% | +24.72% |
| 2018 | -7.73% | -18.18% |
| 2017 | +15.74% | +31.99% |
| 2016 | +18.03% | +3.60% |
| 2015 | -1.24% | +9.15% |
| 2014 | +12.00% | -4.99% |
| 2013 | +27.74% | +26.25% |
| 2012 | +13.58% | +17.53% |
| 2011 | +2.37% | -16.00% |
| 2010 | +13.12% | +18.39% |
| 2009 | -0.36% | +41.36% |
| 2008 | N/A | -47.82% |
| 2007 | N/A | -0.31% |
SCHV vs SCZ Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current SCHV drawdown is -1.52%. The current SCZ drawdown is -3.80%.
| Rank | SCHV | SCZ |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -4.39% May 29, 2026 - Jun 10, 2026 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between SCHV and SCZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
SCHV vs SCZ dividend yield comparison.
| Year | SCHV | SCZ |
|---|---|---|
| 2026 | 0.41% | 1.43% |
| 2025 | 2.02% | 3.30% |
| 2024 | 2.25% | 3.50% |
| 2023 | 2.42% | 2.96% |
| 2022 | 2.37% | 1.99% |
| 2021 | 1.93% | 2.96% |
| 2020 | 3.03% | 1.52% |
| 2019 | 3.02% | 3.52% |
| 2018 | 3.05% | 2.79% |
| 2017 | 2.37% | 2.38% |
| 2016 | 2.65% | 2.82% |
| 2015 | 2.69% | 2.06% |
| 2014 | 2.38% | 2.61% |
| 2013 | 2.18% | 2.39% |
| 2012 | 2.92% | 3.26% |
| 2011 | 2.61% | 3.28% |
| 2010 | 2.30% | 2.84% |
| 2009 | 0.16% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
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