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SCHV vs SPY

Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SCHV, delivering a return of +13.0% compared to +11.1%

SCHV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHV
$16B
Winner
SPY
$784B
Expense Ratio
Winner
SCHV
0.04%
SPY
0.09%
Max Drawdown
Winner
SCHV
37.08%
SPY
56.47%
Sharpe Ratio
Winner
SCHV
2.06
SPY
1.54
5Y Beta
Winner
SCHV
0.70
SPY
1.00
P/E Ratio
Winner
SCHV
23.47
SPY
27.62
Forward P/E
Winner
SCHV
17.36
SPY
21.11
PEG Ratio
SCHV
0.25
SPY
N/A
5Y Dividends CAGR
SCHV
1.19%
Winner
SPY
6.00%
5Y EPS CAGR
SCHV
12.37%
Winner
SPY
25.30%
Debt to Equity
SCHV
33.49%
Winner
SPY
31.11%
P/S Ratio
Winner
SCHV
2.30
SPY
3.49
P/B Ratio
Winner
SCHV
3.43
SPY
5.30

SCHV vs SPY - Holdings Comparison

SCHV and SPY have 376 common holdings. Overlap is 45.19%

SCHV's top 25 holdings weight is 36.20%. SPY's top 25 holdings weight is 51.24%.

RankSCHVSPY
#1
MICRON TECHNOLOGY INC (MU) - 3.72%
NVIDIA CORP (NVDA) - 7.81%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.86%
APPLE INC (AAPL) - 6.81%
#3
JPMORGAN CHASE & CO (JPM) - 2.85%
MICROSOFT CORP (MSFT) - 4.53%
#4
EXXON MOBIL CORP (XOM) - 1.87%
AMAZON.COM INC (AMZN) - 3.72%
#5
INTEL CORP (INTC) - 1.80%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
JOHNSON & JOHNSON (JNJ) - 1.79%
BROADCOM INC (AVGO) - 2.77%
#7
WALMART INC (WMT) - 1.64%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
APPLIED MATERIALS INC (AMAT) - 1.49%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
LAM RESEARCH CORP (LRCX) - 1.48%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
CISCO SYSTEMS INC (CSCO) - 1.47%
TESLA INC (TSLA) - 1.76%
#11
CATERPILLAR INC (CAT) - 1.41%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ABBVIE INC (ABBV) - 1.24%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
BANK OF AMERICA CORP (BAC) - 1.19%
ELI LILLY AND CO (LLY) - 1.38%
#14
PROCTER & GAMBLE CO (PG) - 1.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
CHEVRON CORP (CVX) - 1.06%
EXXON MOBIL CORP (XOM) - 0.92%
#16
THE GOLDMAN SACHS GROUP INC (GS) - 1.05%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
THE HOME DEPOT INC (HD) - 1.03%
VISA INC CLASS A (V) - 0.87%
#18
ORACLE CORP (ORCL) - 0.99%
INTEL CORP (INTC) - 0.85%
#19
COCA-COLA CO (KO) - 0.98%
WALMART INC (WMT) - 0.82%
#20
MERCK & CO INC (MRK) - 0.91%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.89%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TEXAS INSTRUMENTS INC (TXN) - 0.87%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
MORGAN STANLEY (MS) - 0.86%
CATERPILLAR INC (CAT) - 0.68%
#24
RTX CORP (RTX) - 0.82%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
WELLS FARGO & CO (WFC) - 0.82%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings559505

SCHV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHV
+3.12%
SPY
-1.41%
3M
Winner
SCHV
+12.59%
SPY
+12.54%
6M
Winner
SCHV
+15.22%
SPY
+6.77%
1Y
Winner
SCHV
+27.14%
SPY
+22.18%
5Y(CAGR)
SCHV
+11.08%
Winner
SPY
+13.04%
10Y(CAGR)
SCHV
+11.86%
Winner
SPY
+15.54%
Max(CAGR)
Winner
SCHV
+11.69%
SPY
+8.44%

SCHV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHVSPY
2026+15.41%+7.90%
2025+16.38%+18.00%
2024+13.78%+25.59%
2023+9.05%+26.72%
2022-7.86%-18.64%
2021+27.33%+30.52%
2020+2.13%+17.28%
2019+25.73%+31.09%
2018-7.73%-5.24%
2017+15.74%+20.78%
2016+18.03%+13.59%
2015-1.24%+1.31%
2014+12.00%+14.56%
2013+27.74%+29.00%
2012+13.58%+14.17%
2011+2.37%+0.85%
2010+13.12%+13.14%
2009-0.36%+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SCHV vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SCHV drawdown is -1.52%. The current SPY drawdown is -3.22%.

RankSCHVSPY
#1-37.08%
Jan 17, 2020 - Dec 4, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.77%
Jan 4, 2022 - Jan 29, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.42%
Apr 29, 2011 - Feb 16, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.71%
Sep 21, 2018 - Apr 16, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.26%
Nov 29, 2024 - Jun 30, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.49%
Apr 23, 2010 - Nov 4, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.00%
May 21, 2015 - Apr 13, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.60%
Jan 26, 2018 - Sep 20, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.13%
Apr 2, 2012 - Aug 6, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.62%
Jan 19, 2010 - Mar 11, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.34%
Sep 19, 2014 - Nov 5, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.16%
Oct 18, 2012 - Jan 2, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.83%
Feb 26, 2026 - Apr 23, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.58%
Apr 30, 2019 - Jun 20, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.54%
Jul 26, 2019 - Sep 12, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SCHV and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

SCHV vs SPY dividend yield comparison.

YearSCHVSPY
20260.41%0.50%
20252.02%1.07%
20242.25%1.21%
20232.42%1.40%
20222.37%1.65%
20211.93%1.20%
20203.03%1.52%
20193.02%1.75%
20183.05%2.04%
20172.37%1.80%
20162.65%2.03%
20152.69%2.06%
20142.38%1.87%
20132.18%1.81%
20122.92%2.18%
20112.61%2.05%
20102.30%1.80%
20090.16%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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