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
$33.68
(-0.41%)
As of 2026-09-24
Latest distribution
$0.1630
Ex-date 2026-09-23
Estimated forward yield
1.91%
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
+18.4%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 yield2.76%+0.85ppTTM yield1.38%-0.39ppTotal return CAGR+17.06%-3.11pp
VTIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%-0.76ppTTM yield1.03%-0.74ppTotal return CAGR+20.65%+0.48pp
QVALExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.32%-0.59ppTTM yield1.35%-0.42ppTotal return CAGR+20.18%+0.01pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.99%-0.92ppTTM yield0.98%-0.79ppTotal return CAGR+20.91%+0.74pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.01%-0.90ppTTM yield0.75%-1.02ppTotal return CAGR+17.70%-2.47pp
UTESExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.45%-0.46ppTTM yield1.61%-0.16ppTotal return CAGR+20.73%+0.56pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.50%-0.41ppTTM yield1.46%-0.31ppTotal return CAGR+15.40%-4.77pp
USCLExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.93%-0.98ppTTM yield1.07%-0.70ppTotal return CAGR+19.03%-1.14pp
TXSExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%-1.03ppTTM yield0.75%-1.02ppTotal return CAGR+20.52%+0.35pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.16%-0.75ppTTM yield1.04%-0.73ppTotal return CAGR+20.99%+0.82pp
IYFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.24%-0.67ppTTM yield1.40%-0.37ppTotal return CAGR+22.95%+2.78pp
XLSRExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.32%-1.59ppTTM yield0.45%-1.32ppTotal return CAGR+15.57%-4.60pp
SMMDExposureBroad EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%-0.62ppTTM yield1.06%-0.71ppTotal return CAGR+17.42%-2.75pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.04%-0.87ppTTM yield0.90%-0.87ppTotal return CAGR+17.31%-2.86pp
GRNYExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.30%-1.61ppTTM yield0.07%-1.70ppTotal return CAGR+19.45%-0.72pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.58%-0.33ppTTM yield1.67%-0.10ppTotal return CAGR+14.54%-5.63pp
SCHDExposureDividend EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield3.17%+1.26ppTTM yield3.00%+1.23ppTotal return CAGR+19.71%-0.46pp
IXGExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield2.81%+0.90ppTTM yield2.11%+0.34ppTotal return CAGR+26.11%+5.94pp
USRDExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-1.48ppTTM yield0.37%-1.40ppTotal return CAGR+18.65%-1.52pp
GURUExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-1.74ppTTM yield0.08%-1.69ppTotal return CAGR+22.57%+2.40pp
MARZExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.17%+1.26ppTTM yield3.03%+1.26ppTotal return CAGR+14.74%-5.43pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-1.50ppTTM yield0.37%-1.40ppTotal return CAGR+24.15%+3.98pp
EWIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield3.87%+1.96ppTTM yield3.01%+1.24ppTotal return CAGR+28.93%+8.76pp
MAVFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield5.03%+3.12ppTTM yield0.37%-1.40ppTotal return CAGR+25.71%+5.54pp
IDVExposureInternational EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield4.73%+2.82ppTTM yield5.07%+3.30ppTotal return CAGR+26.62%+6.45pp
PZLVExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.00%-1.77ppTotal return CAGR+71.15%+50.98pp
TSNFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.77ppTotal return CAGR+37.87%+17.70pp