SCHVSchwab U.S. Large-Cap Value ETF
Issuer： Charles Schwab· Type： ETF
Positioning： Growth
Underlying exposure
U.S. large-cap value equities represented by the Dow Jones U.S. Large-Cap Value Total Stock Market Index.
Strategy brief
Passively tracks a broad U.S. large-cap value equity index.
Latest close
$34.82
(+0.17%)
As of 2026-09-04
Latest distribution
$0.1570
Ex-date 2026-06-24
Estimated forward yield
1.82%
Listed date
2009-12-11
Expense ratio
0.04%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.77% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
15.25% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+16.1%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to SCHV
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
SCHV is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.99%-0.83ppTTM yield1.38%-0.39ppTotal return CAGR+17.06%-0.76pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.54%-0.28ppTTM yield1.46%-0.31ppTotal return CAGR+15.40%-2.42pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.61%-1.21ppTTM yield0.75%-1.02ppTotal return CAGR+17.70%-0.12pp
XLSRExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.32%-1.50ppTTM yield0.45%-1.32ppTotal return CAGR+15.57%-2.25pp
VTIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%-0.67ppTTM yield1.03%-0.74ppTotal return CAGR+20.65%+2.83pp
USCLExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.00%-0.82ppTTM yield1.07%-0.70ppTotal return CAGR+19.03%+1.21pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.03%-0.79ppTTM yield0.98%-0.79ppTotal return CAGR+20.91%+3.09pp
QVALExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.32%-0.50ppTTM yield1.35%-0.42ppTotal return CAGR+20.18%+2.36pp
UTESExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.22%-0.60ppTTM yield1.61%-0.16ppTotal return CAGR+20.73%+2.91pp
TXSExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%-0.94ppTTM yield0.75%-1.02ppTotal return CAGR+20.52%+2.70pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.66%-0.16ppTTM yield1.67%-0.10ppTotal return CAGR+14.66%-3.16pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.16%-0.66ppTTM yield1.04%-0.73ppTotal return CAGR+20.99%+3.17pp
IYFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.19%-0.63ppTTM yield1.40%-0.37ppTotal return CAGR+22.95%+5.13pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.95%-0.87ppTTM yield0.90%-0.87ppTotal return CAGR+17.31%-0.51pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.21%-0.61ppTTM yield1.15%-0.62ppTotal return CAGR+14.04%-3.78pp
GRNYExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.30%-1.52ppTTM yield0.07%-1.70ppTotal return CAGR+19.45%+1.63pp
SCHDExposureDividend EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield3.16%+1.34ppTTM yield3.00%+1.23ppTotal return CAGR+16.15%-1.67pp
MARZExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.17%+1.35ppTTM yield3.02%+1.25ppTotal return CAGR+14.74%-3.08pp
USRDExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.42%-1.40ppTTM yield0.37%-1.40ppTotal return CAGR+18.65%+0.83pp
IXGExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield2.81%+0.99ppTTM yield2.11%+0.34ppTotal return CAGR+26.11%+8.29pp
GURUExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-1.65ppTTM yield0.08%-1.69ppTotal return CAGR+22.57%+4.75pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-1.41ppTTM yield0.37%-1.40ppTotal return CAGR+23.43%+5.61pp
MAVFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield5.03%+3.21ppTTM yield0.37%-1.40ppTotal return CAGR+25.71%+7.89pp
MKTNExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.48%-1.29ppTotal return CAGR+12.15%-5.67pp
IDVExposureInternational EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield9.88%+8.06ppTTM yield5.08%+3.31ppTotal return CAGR+26.62%+8.80pp
TSNFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.77ppTotal return CAGR+37.87%+20.05pp