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SCHV vs ISCV
Schwab U.S. Large-Cap Value ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
- SCHV is significantly larger than ISCV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHV has delivered higher annualized returns.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHV | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.06% |
| Fund size (AUM) | $15.2B | $651M |
| Since | 2009 | 2004 |
| Dividend yield | 1.85% | 1.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +29.2% |
| CAGR 3Y | +18.2% | +16.4% |
| CAGR 5Y | +10.2% | +6.7% |
| Sharpe 3Y | 1.10 | 0.69 |
| Volatility 1Y | 10.69% | 16.48% |
| Max drawdown | -37.08% | -51.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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