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SCHA vs IVV
Schwab U.S. Small-Cap ETF vs iShares Core S&P 500 ETF
Key differences
- IVV is significantly larger than SCHA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHA | IVV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.03% |
| Fund size (AUM) | $22.1B | $797.5B |
| Since | 2009 | 2000 |
| Dividend yield | 1.05% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +41.0% | +29.5% |
| CAGR 3Y | +19.2% | +23.2% |
| CAGR 5Y | +7.2% | +14.0% |
| Sharpe 3Y | 0.79 | 1.25 |
| Volatility 1Y | 18.08% | 11.96% |
| Max drawdown | -42.41% | -33.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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