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FVAL vs SCHV
Fidelity Value Factor ETF vs Schwab U.S. Large-Cap Value ETF
Key differences
Both FVAL and SCHV are equity ETFs. FVAL charges 0.15% a year and SCHV 0.04%. The main difference: SCHV costs 0.11% less per year.
- SCHV costs 0.11% less per year.
- SCHV is much larger than FVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FVAL has delivered higher annualized returns.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FVAL | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.04% |
| Fund size (AUM) | $1.3B | $15.5B |
| Since | 2016 | 2009 |
| Dividend yield | 1.48% | 1.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.0% | +27.3% |
| CAGR 3Y | +21.3% | +19.3% |
| CAGR 5Y | +12.3% | +10.3% |
| Sharpe 3Y | 1.17 | 1.17 |
| Volatility 1Y | 11.79% | 10.81% |
| Max drawdown | -37.26% | -37.08% |
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