SCHX vs IVW
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).
5-Year PerformanceIVW has outperformed SCHX, delivering a return of +15.2% compared to +12.8%
SCHX vs IVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHX
$61B
IVW
$61B
Expense Ratio
Winner
SCHX
0.03%
IVW
0.18%
Max Drawdown
Winner
SCHX
34.33%
IVW
61.38%
Sharpe Ratio
Winner
SCHX
2.00
IVW
1.99
5Y Beta
Winner
SCHX
0.98
IVW
1.21
P/E Ratio
Winner
SCHX
28.34
IVW
32.10
Forward P/E
Winner
SCHX
21.46
IVW
25.89
PEG Ratio
SCHX
N/A
IVW
0.62
5Y Dividends CAGR
Winner
SCHX
4.30%
IVW
2.69%
5Y EPS CAGR
SCHX
24.92%
Winner
IVW
34.63%
Debt to Equity
Winner
SCHX
21.54%
IVW
29.35%
P/S Ratio
Winner
SCHX
3.42
IVW
6.44
P/B Ratio
Winner
SCHX
5.12
IVW
8.96
SCHX vs IVW - Holdings Comparison
SCHX and IVW have 205 common holdings. Overlap is 62.27%
SCHX's top 25 holdings weight is 47.93%. IVW's top 25 holdings weight is 73.33%.
| Rank | SCHX | IVW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.60% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | APPLE INC (AAPL) - 6.11% | APPLE INC (AAPL) - 5.92% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | MICROSOFT CORP (MSFT) - 5.92% |
| #4 | AMAZON.COM INC (AMZN) - 3.82% | BROADCOM INC (AVGO) - 5.88% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 5.69% |
| #6 | BROADCOM INC (AVGO) - 2.98% | ALPHABET INC CLASS C (GOOG) - 4.58% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.42% | META PLATFORMS INC CLASS A (META) - 4.51% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.29% | AMAZON.COM INC (AMZN) - 3.98% |
| #9 | TESLA INC (TSLA) - 1.70% | TESLA INC (TSLA) - 3.85% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% | ELI LILLY AND CO (LLY) - 2.47% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | VISA INC CLASS A (V) - 1.73% |
| #12 | ELI LILLY AND CO (LLY) - 1.12% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | EXXON MOBIL CORP (XOM) - 0.97% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | WALMART INC (WMT) - 0.89% | MASTERCARD INC CLASS A (MA) - 1.39% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.85% | n/a (PLTR) - 1.29% |
| #16 | VISA INC CLASS A (V) - 0.82% | NETFLIX INC (NFLX) - 1.28% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.79% | COSTCO WHOLESALE CORP (COST) - 1.23% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.73% | ORACLE CORP (ORCL) - 1.14% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.70% | WALMART INC (WMT) - 1.04% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.65% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | NETFLIX INC (NFLX) - 0.61% | CATERPILLAR INC (CAT) - 0.87% |
| #22 | CATERPILLAR INC (CAT) - 0.58% | SALESFORCE INC (CRM) - 0.77% |
| #23 | ABBVIE INC (ABBV) - 0.57% | INTUITIVE SURGICAL INC (ISRG) - 0.63% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.56% | AMERICAN EXPRESS CO (AXP) - 0.61% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.55% | UBER TECHNOLOGIES INC (UBER) - 0.60% |
| Total Holdings | 734 | 220 |
SCHX vs IVW - Historical Returns
Returns include dividend reinvestment.
1M
SCHX
+8.82%
Winner
IVW
+13.97%
3M
SCHX
+6.22%
Winner
IVW
+10.89%
6M
SCHX
+9.95%
Winner
IVW
+11.93%
1Y
SCHX
+31.32%
Winner
IVW
+40.31%
5Y(CAGR)
SCHX
+12.79%
Winner
IVW
+15.16%
10Y(CAGR)
SCHX
+15.41%
Winner
IVW
+17.96%
Max(CAGR)
Winner
SCHX
+14.56%
IVW
+8.93%
SCHX vs IVW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | IVW |
|---|---|---|
| 2026 | +7.83% | +10.18% |
| 2025 | +17.61% | +21.97% |
| 2024 | +25.70% | +38.04% |
| 2023 | +27.45% | +31.48% |
| 2022 | -19.90% | -30.04% |
| 2021 | +28.43% | +33.79% |
| 2020 | +19.74% | +31.40% |
| 2019 | +31.32% | +31.01% |
| 2018 | -5.33% | -1.09% |
| 2017 | +21.01% | +26.35% |
| 2016 | +13.57% | +8.74% |
| 2015 | +1.10% | +5.47% |
| 2014 | +14.34% | +15.61% |
| 2013 | +29.19% | +29.06% |
| 2012 | +14.48% | +13.09% |
| 2011 | +0.47% | +3.57% |
| 2010 | +14.17% | +13.24% |
| 2009 | +7.34% | +27.20% |
| 2008 | N/A | -34.13% |
| 2007 | N/A | +9.09% |
| 2006 | N/A | +8.90% |
| 2005 | N/A | +4.62% |
| 2004 | N/A | +5.96% |
| 2003 | N/A | +21.29% |
| 2002 | N/A | -24.26% |
| 2001 | N/A | -8.59% |
| 2000 | N/A | -15.42% |
SCHX vs IVW Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.
| Rank | SCHX | IVW |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -57.33% Jul 17, 2000 - Feb 8, 2013 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -32.72% Dec 27, 2021 - Mar 1, 2024 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -31.35% Feb 19, 2020 - Jun 10, 2020 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -22.15% Feb 19, 2025 - Jun 24, 2025 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -20.64% Oct 1, 2018 - Apr 23, 2019 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -13.75% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -13.30% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -12.73% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -11.46% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -9.87% Jan 26, 2018 - Jun 4, 2018 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -8.65% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -7.35% Sep 18, 2014 - Oct 30, 2014 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -7.23% Sep 7, 2021 - Oct 26, 2021 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -6.85% Mar 22, 2024 - May 14, 2024 |
Correlation
Correlation between SCHX and IVW is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
SCHX vs IVW dividend yield comparison.
| Year | SCHX | IVW |
|---|---|---|
| 2026 | 0.25% | 0.07% |
| 2025 | 1.09% | 0.40% |
| 2024 | 1.22% | 0.43% |
| 2023 | 1.39% | 1.03% |
| 2022 | 1.64% | 0.92% |
| 2021 | 1.22% | 0.46% |
| 2020 | 1.64% | 0.82% |
| 2019 | 1.82% | 1.63% |
| 2018 | 2.02% | 1.28% |
| 2017 | 1.70% | 1.30% |
| 2016 | 1.93% | 1.51% |
| 2015 | 2.04% | 1.51% |
| 2014 | 1.76% | 1.37% |
| 2013 | 1.65% | 1.45% |
| 2012 | 2.18% | 1.82% |
| 2011 | 1.89% | 1.62% |
| 2010 | 1.54% | 1.38% |
| 2009 | 0.19% | 1.38% |
| 2008 | 0.00% | 1.67% |
| 2007 | 0.00% | 1.16% |
| 2006 | 0.00% | 1.18% |
| 2005 | 0.00% | 1.27% |
| 2004 | 0.00% | 1.69% |
| 2003 | 0.00% | 1.09% |
| 2002 | 0.00% | 1.07% |
| 2001 | 0.00% | 0.68% |
| 2000 | 0.00% | 0.39% |
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