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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 +10.9%

SCHV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHV
$16B
Winner
SPY
$781B
Expense Ratio
Winner
SCHV
0.04%
SPY
0.09%
Max Drawdown
Winner
SCHV
37.08%
SPY
56.47%
Sharpe Ratio
Winner
SCHV
1.68
SPY
1.34
5Y Beta
Winner
SCHV
0.70
SPY
1.00
P/E Ratio
Winner
SCHV
23.87
SPY
28.84
Forward P/E
Winner
SCHV
17.36
SPY
21.59
PEG Ratio
SCHV
0.20
SPY
N/A
5Y Dividends CAGR
SCHV
2.29%
Winner
SPY
6.00%
5Y EPS CAGR
SCHV
12.44%
Winner
SPY
25.26%
Debt to Equity
SCHV
34.34%
Winner
SPY
31.47%
P/S Ratio
Winner
SCHV
2.40
SPY
3.85
P/B Ratio
Winner
SCHV
3.57
SPY
5.70

SCHV vs SPY - Holdings Comparison

SCHV and SPY have 377 common holdings. Overlap is 46.31%

SCHV's top 25 holdings weight is 35.70%. SPY's top 25 holdings weight is 51.08%.

RankSCHVSPY
#1
MICRON TECHNOLOGY INC (MU) - 3.34%
NVIDIA CORP (NVDA) - 7.50%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.91%
APPLE INC (AAPL) - 6.58%
#3
JPMORGAN CHASE & CO (JPM) - 2.87%
MICROSOFT CORP (MSFT) - 4.29%
#4
JOHNSON & JOHNSON (JNJ) - 2.03%
AMAZON.COM INC (AMZN) - 3.61%
#5
EXXON MOBIL CORP (XOM) - 1.85%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
INTEL CORP (INTC) - 1.64%
BROADCOM INC (AVGO) - 2.77%
#7
WALMART INC (WMT) - 1.54%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
ABBVIE INC (ABBV) - 1.42%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
CISCO SYSTEMS INC (CSCO) - 1.39%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
APPLIED MATERIALS INC (AMAT) - 1.39%
TESLA INC (TSLA) - 1.83%
#11
CATERPILLAR INC (CAT) - 1.37%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
LAM RESEARCH CORP (LRCX) - 1.29%
ELI LILLY AND CO (LLY) - 1.47%
#13
BANK OF AMERICA CORP (BAC) - 1.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
PROCTER & GAMBLE CO (PG) - 1.12%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
THE HOME DEPOT INC (HD) - 1.08%
INTEL CORP (INTC) - 1.02%
#16
CHEVRON CORP (CVX) - 1.03%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
COCA-COLA CO (KO) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
MERCK & CO INC (MRK) - 1.00%
VISA INC CLASS A (V) - 0.88%
#19
THE GOLDMAN SACHS GROUP INC (GS) - 0.97%
EXXON MOBIL CORP (XOM) - 0.88%
#20
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.92%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91%
WALMART INC (WMT) - 0.77%
#22
RTX CORP (RTX) - 0.85%
CATERPILLAR INC (CAT) - 0.76%
#23
MORGAN STANLEY (MS) - 0.84%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
WELLS FARGO & CO (WFC) - 0.84%
ABBVIE INC (ABBV) - 0.69%
#25
TEXAS INSTRUMENTS INC (TXN) - 0.84%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings562502

SCHV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SCHV
-1.16%
Winner
SPY
-0.14%
3M
SCHV
+8.00%
Winner
SPY
+8.54%
6M
Winner
SCHV
+12.10%
SPY
+9.48%
1Y
Winner
SCHV
+24.32%
SPY
+21.66%
5Y(CAGR)
SCHV
+10.86%
Winner
SPY
+13.03%
10Y(CAGR)
SCHV
+11.17%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SCHV
+11.65%
SPY
+8.52%

SCHV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHVSPY
2026+15.43%+10.64%
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 -1.84%. The current SPY drawdown is -0.77%.

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
20260.87%0.49%
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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